OPA
ORCL icon

Old Port Advisors’s Oracle ORCL Stock Holding History

Old Port Advisors’s Portfolio ORCL Stock Details ORCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$695K Buy
4,726
+131
+3% +$21.3K 0.16% 139
2025
Q4 		$896K Buy
4,595
+117
+3% +$27.9K 0.22% 114
2025
Q3 		$1.26M Sell
4,478
-49
-1% -$12.5K 0.32% 99
2025
Q2 		$990K Buy
4,527
+126
+3% +$20.3K 0.27% 103
2025
Q1 		$615K Buy
4,401
+964
+28% +$157K 0.18% 127
2024
Q4 		$573K Sell
3,437
-2
-0.1% -$355 0.16% 129
2024
Q3 		$586K Buy
3,439
+218
+7% +$31.6K 0.16% 133
2024
Q2 		$455K Buy
3,221
+709
+28% +$88K 0.14% 147
2024
Q1 		$316K Sell
2,512
-43
-2% -$4.92K 0.1% 172
2023
Q4 		$269K Sell
2,555
-37
-1% -$4.04K 0.09% 181
2023
Q3 		$275K Buy
+2,592
New +$300K 0.1% 174
2023
Q1 		$257K Sell
2,730
-125
-4% -$11K 0.09% 185
2022
Q4 		$233K Buy
+2,855
New +$217K 0.09% 196
2022
Q3 		– Sell
-3,010
Closed -$217K – 221
2022
Q2 		$217K Sell
3,010
-32
-1% -$2.34K 0.08% 206
2022
Q1 		$250K Sell
3,042
-78
-3% -$6.32K 0.09% 202
2021
Q4 		$269K Hold
3,120
– – 0.09% 188
2021
Q3 		$285K Sell
3,120
-5
-0.2% -$442 0.1% 182
2021
Q2 		$276K Sell
3,125
-67
-2% -$5.25K 0.1% 186
2021
Q1 		$224K Sell
3,192
-100
-3% -$6.47K 0.09% 196
2020
Q4 		$210K Buy
+3,292
New +$196K 0.09% 178

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Old Port Advisors's ORCL Position: Q1 2026 in Review

Old Port Advisors increased its Oracle (ORCL) stake by 2.9% in Q1 2026, buying an estimated $21.3K and bringing the position to 4,726 shares worth $695K. The position accounts for 0.16% of the portfolio, ranked #139.

Old Port Advisors first reported a position in ORCL in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.26M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Old Port Advisors held 4,726 shares of Oracle worth $695K as of Q1 2026.
  • Old Port Advisors bought 131 Oracle shares in Q1 2026, an estimated $21.3K.
  • Oracle made up 0.16% of Old Port Advisors's portfolio in Q1 2026, its #139 holding.
  • Old Port Advisors first reported a position in Oracle in Q4 2020 and has held it in 20 quarters since.
  • Old Port Advisors's Oracle position peaked at $1.26M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Old Port Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.