OneDigital Investment Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.75M | Buy |
39,063
+455
| +1% | +$74K | 0.06% | 258 |
|
|
2025
Q4 | $7.53M | Buy |
38,608
+1,703
| +5% | +$405K | 0.07% | 210 |
|
|
2025
Q3 | $10.4M | Sell |
36,905
-1,445
| -4% | -$368K | 0.11% | 166 |
|
|
2025
Q2 | $8.38M | Sell |
38,350
-1,039
| -3% | -$168K | 0.09% | 180 |
|
|
2025
Q1 | $5.51M | Sell |
39,389
-3,309
| -8% | -$539K | 0.07% | 216 |
|
|
2024
Q4 | $7.12M | Sell |
42,698
-3,725
| -8% | -$662K | 0.08% | 191 |
|
|
2024
Q3 | $7.91M | Buy |
46,423
+518
| +1% | +$75K | 0.09% | 178 |
|
|
2024
Q2 | $6.48M | Buy |
45,905
+20,799
| +83% | +$2.58M | 0.08% | 193 |
|
|
2024
Q1 | $3.15M | Buy |
25,106
+36
| +0.1% | +$4.12K | 0.05% | 253 |
|
|
2023
Q4 | $2.64M | Buy |
25,070
+8,463
| +51% | +$924K | 0.05% | 264 |
|
|
2023
Q3 | $1.76M | Sell |
16,607
-5,540
| -25% | -$641K | 0.04% | 303 |
|
|
2023
Q2 | $2.64M | Buy |
22,147
+3,994
| +22% | +$413K | 0.06% | 227 |
|
|
2023
Q1 | $1.69M | Buy |
18,153
+4,606
| +34% | +$404K | 0.04% | 300 |
|
|
2022
Q4 | $1.11M | Buy |
13,547
+189
| +1% | +$14.4K | 0.03% | 333 |
|
|
2022
Q3 | $816K | Buy |
13,358
+681
| +5% | +$49.9K | 0.03% | 344 |
|
|
2022
Q2 | $886K | Sell |
12,677
-644
| -5% | -$47.1K | 0.04% | 281 |
|
|
2022
Q1 | $1.1M | Buy |
13,321
+1,971
| +17% | +$160K | 0.04% | 252 |
|
|
2021
Q4 | $990K | Sell |
11,350
-197
| -2% | -$18.5K | 0.04% | 288 |
|
|
2021
Q3 | $1.01M | Sell |
11,547
-1,217
| -10% | -$107K | 0.04% | 267 |
|
|
2021
Q2 | $994K | Buy |
12,764
+1,395
| +12% | +$109K | 0.04% | 253 |
|
|
2021
Q1 | $798K | Buy |
11,369
+1,486
| +15% | +$96.2K | 0.04% | 288 |
|
|
2020
Q4 | $639K | Buy |
9,883
+623
| +7% | +$37.1K | 0.03% | 303 |
|
|
2020
Q3 | $553K | Sell |
9,260
-1,558
| -14% | -$88.5K | 0.04% | 290 |
|
|
2020
Q2 | $598K | Buy |
10,818
+244
| +2% | +$12.9K | 0.04% | 277 |
|
|
2020
Q1 | $511K | Sell |
10,574
-717
| -6% | -$37K | 0.05% | 278 |
|
|
2019
Q4 | $598K | Sell |
11,291
-312
| -3% | -$17.2K | 0.05% | 275 |
|
|
2019
Q3 | $638K | Buy |
11,603
+2,396
| +26% | +$132K | 0.06% | 227 |
|
|
2019
Q2 | $525K | Buy |
9,207
+6,158
| +202% | +$333K | 0.04% | 244 |
|
|
2019
Q1 | $164K | Hold |
3,049
| – | – | 0.02% | 305 |
|
|
2018
Q4 | $138K | Buy |
+3,049
| New | +$146K | 0.02% | 301 |
|
|
2018
Q3 | – | Sell |
-3,466
| Closed | -$152K | – | 1146 |
|
|
2018
Q2 | $152K | Sell |
3,466
-49
| -1% | -$2.26K | 0.03% | 262 |
|
|
2018
Q1 | $161K | Sell |
3,515
-1,008
| -22% | -$50.1K | 0.04% | 252 |
|
|
2017
Q4 | $213K | Buy |
4,523
+1,573
| +53% | +$77.2K | 0.02% | 222 |
|
|
2017
Q3 | $143K | Sell |
2,950
-441
| -13% | -$21.9K | 0.05% | 176 |
|
|
2017
Q2 | $170K | Buy |
+3,391
| New | +$155K | 0.05% | 219 |
|
Other funds holding ORCL
VCM
VPM
OneDigital Investment Advisors's ORCL Position: Q1 2026 in Review
OneDigital Investment Advisors increased its Oracle (ORCL) stake by 1.2% in Q1 2026, buying an estimated $74K and bringing the position to 39,063 shares worth $5.75M. The position accounts for 0.06% of the portfolio, ranked #258.
OneDigital Investment Advisors first reported a position in ORCL in Q2 2017 and has held it in 35 quarters since. The position peaked at $10.4M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- OneDigital Investment Advisors held 39,063 shares of Oracle worth $5.75M as of Q1 2026.
- OneDigital Investment Advisors bought 455 Oracle shares in Q1 2026, an estimated $74K.
- Oracle made up 0.06% of OneDigital Investment Advisors's portfolio in Q1 2026, its #258 holding.
- OneDigital Investment Advisors first reported a position in Oracle in Q2 2017 and has held it in 35 quarters since.
- OneDigital Investment Advisors's Oracle position peaked at $10.4M in Q3 2025.
- 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.