Orca Investment Management’s Oracle ORCL Stock Holding History

Orca Investment Management’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	$463K	Hold	3,149	–	–	0.39%	47
2025 Q4	$614K	Sell	3,149 -45	-1%	-$10.7K	0.48%	42
2025 Q3	$898K	Hold	3,194	–	–	0.74%	38
2025 Q2	$698K	Sell	3,194 -4	-0.1%	-$646	0.63%	39
2025 Q1	$447K	Hold	3,198	–	–	0.45%	46
2024 Q4	$533K	Sell	3,198 -425	-12%	-$75.5K	0.5%	41
2024 Q3	$617K	Sell	3,623 -382	-10%	-$55.3K	0.56%	39
2024 Q2	$566K	Sell	4,005 -20	-0.5%	-$2.48K	0.54%	40
2024 Q1	$506K	Sell	4,025 -573	-12%	-$65.6K	0.47%	45
2023 Q4	$485K	Hold	4,598	–	–	0.47%	45
2023 Q3	$487K	Hold	4,598	–	–	0.54%	43
2023 Q2	$548K	Hold	4,598	–	–	0.6%	43
2023 Q1	$427K	Hold	4,598	–	–	0.52%	48
2022 Q4	$376K	Buy	4,598 +32	+0.7%	+$2.43K	0.48%	52
2022 Q3	$279K	Sell	4,566 -125	-3%	-$9.15K	0.36%	54
2022 Q2	$328K	Hold	4,691	–	–	0.3%	55
2022 Q1	$388K	Hold	4,691	–	–	0.32%	50
2021 Q4	$409K	Sell	4,691 -242	-5%	-$22.7K	0.34%	52
2021 Q3	$430K	Sell	4,933 -705	-13%	-$62.3K	0.38%	51
2021 Q2	$439K	Sell	5,638 -1,158	-17%	-$90.6K	0.4%	54
2021 Q1	$477K	Hold	6,796	–	–	0.49%	48
2020 Q4	$440K	Buy	+6,796	New	+$405K	0.46%	51
2019 Q3	$420K	Hold	7,638	–	–	0.5%	54
2019 Q2	$435K	Sell	7,638 -80	-1%	-$4.33K	0.48%	56
2019 Q1	$415K	Hold	7,718	–	–	0.47%	54
2018 Q4	$348K	Hold	7,718	–	–	0.45%	55
2018 Q3	$398K	Sell	7,718 -400	-5%	-$19.4K	0.4%	55
2018 Q2	$358K	Sell	8,118 -223	-3%	-$10.3K	0.38%	61
2018 Q1	$382K	Sell	8,341 -3,803	-31%	-$189K	0.44%	58
2017 Q4	$574K	Hold	12,144	–	–	0.5%	58
2017 Q3	$587K	Hold	12,144	–	–	0.52%	57
2017 Q2	$609K	Hold	12,144	–	–	0.57%	49
2017 Q1	$542K	Hold	12,144	–	–	0.49%	52
2016 Q4	$467K	Buy	12,144 +907	+8%	+$35.5K	0.46%	54
2016 Q3	$441K	Hold	11,237	–	–	0.46%	55
2016 Q2	$460K	Sell	11,237 -212	-2%	-$8.46K	0.45%	54
2016 Q1	$468K	Hold	11,449	–	–	0.53%	50
2015 Q4	$418K	Buy	11,449 +230	+2%	+$8.78K	0.46%	55
2015 Q3	$405K	Hold	11,219	–	–	0.5%	53
2015 Q2	$452K	Hold	11,219	–	–	0.42%	57
2015 Q1	$484K	Hold	11,219	–	–	0.43%	52
2014 Q4	$505K	Sell	11,219 -974	-8%	-$39.6K	0.45%	52
2014 Q3	$467K	Hold	12,193	–	–	0.4%	57
2014 Q2	$494K	Buy	12,193 +836	+7%	+$34.4K	0.39%	58
2014 Q1	$465K	Hold	11,357	–	–	0.39%	57
2013 Q4	$435K	Buy	+11,357	New	+$390K	0.35%	65

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Orca Investment Management's ORCL Position: Q1 2026 in Review

Orca Investment Management held its Oracle (ORCL) position steady in Q1 2026 at 3,149 shares worth $463K. The position accounts for 0.39% of the portfolio, ranked #47.

Orca Investment Management first reported a position in ORCL in Q4 2013 and has held it in 46 quarters since. The position peaked at $898K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Orca Investment Management held 3,149 shares of Oracle worth $463K as of Q1 2026.
Orca Investment Management left its Oracle share count unchanged in Q1 2026.
Oracle made up 0.39% of Orca Investment Management's portfolio in Q1 2026, its #47 holding.
Orca Investment Management first reported a position in Oracle in Q4 2013 and has held it in 46 quarters since.
Orca Investment Management's Oracle position peaked at $898K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Orca Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.