Orser Capital Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $722K | Sell |
4,930
-1,380
| -22% | -$250K | 0.36% | 50 |
|
|
2026
Q1 | $928K | Buy |
6,310
+1,380
| +28% | +$224K | 0.61% | 35 |
|
|
2025
Q4 | $961K | Hold |
4,930
| – | – | 0.54% | 38 |
|
|
2025
Q3 | $1.39M | Hold |
4,930
| – | – | 0.73% | 41 |
|
|
2025
Q2 | $1.08M | Sell |
4,930
-50
| -1% | -$8.07K | 0.77% | 34 |
|
|
2025
Q1 | $696K | Hold |
4,980
| – | – | 0.51% | 37 |
|
|
2024
Q4 | $830K | Hold |
4,980
| – | – | 0.57% | 30 |
|
|
2024
Q3 | $849K | Hold |
4,980
| – | – | 0.61% | 30 |
|
|
2024
Q2 | $703K | Hold |
4,980
| – | – | 0.53% | 30 |
|
|
2024
Q1 | $626K | Sell |
4,980
-41
| -0.8% | -$4.69K | 0.59% | 32 |
|
|
2023
Q4 | $529K | Sell |
5,021
-73
| -1% | -$7.97K | 0.58% | 32 |
|
|
2023
Q3 | $540K | Hold |
5,094
| – | – | 0.53% | 41 |
|
|
2023
Q2 | $607K | Hold |
5,094
| – | – | 0.61% | 40 |
|
|
2023
Q1 | $473K | Hold |
5,094
| – | – | 0.53% | 41 |
|
|
2022
Q4 | $416K | Hold |
5,094
| – | – | 0.6% | 33 |
|
|
2022
Q3 | $311K | Hold |
5,094
| – | – | 0.55% | 30 |
|
|
2022
Q2 | $356K | Buy |
5,094
+33
| +0.7% | +$2.42K | 0.46% | 38 |
|
|
2022
Q1 | $419K | Buy |
5,061
+333
| +7% | +$27K | 0.26% | 62 |
|
|
2021
Q4 | $412K | Sell |
4,728
-2,112
| -31% | -$198K | 0.21% | 71 |
|
|
2021
Q3 | $596K | Hold |
6,840
| – | – | 0.33% | 61 |
|
|
2021
Q2 | $532K | Sell |
6,840
-64
| -0.9% | -$5.01K | 0.27% | 69 |
|
|
2021
Q1 | $484K | Hold |
6,904
| – | – | 0.31% | 64 |
|
|
2020
Q4 | $447K | Hold |
6,904
| – | – | 0.28% | 67 |
|
|
2020
Q3 | $412K | Sell |
6,904
-2,000
| -22% | -$114K | 0.33% | 58 |
|
|
2020
Q2 | $492K | Sell |
8,904
-750
| -8% | -$39.7K | 0.45% | 46 |
|
|
2020
Q1 | $467K | Hold |
9,654
| – | – | 0.66% | 36 |
|
|
2019
Q4 | $509K | Sell |
9,654
-210
| -2% | -$11.6K | 0.49% | 47 |
|
|
2019
Q3 | $538K | Buy |
9,864
+1,010
| +11% | +$55.8K | 0.63% | 41 |
|
|
2019
Q2 | $547K | Sell |
8,854
-750
| -8% | -$40.6K | 0.56% | 46 |
|
|
2019
Q1 | $516K | Buy |
9,604
+750
| +8% | +$38.2K | 0.57% | 45 |
|
|
2018
Q4 | $420K | Hold |
8,854
| – | – | 0.48% | 50 |
|
|
2018
Q3 | $420K | Hold |
8,854
| – | – | 0.4% | 60 |
|
|
2018
Q2 | $425K | Sell |
8,854
-750
| -8% | -$34.6K | 0.37% | 68 |
|
|
2018
Q1 | $442K | Buy |
9,604
+750
| +8% | +$37.3K | 0.41% | 70 |
|
|
2017
Q4 | $440K | Buy |
+8,854
| New | +$434K | 0.39% | 78 |
|
Other funds holding ORCL
FWIA
Orser Capital Management's ORCL Position: Q2 2026 in Review
Orser Capital Management reduced its Oracle (ORCL) stake by 22% in Q2 2026, selling an estimated $250K and leaving 4,930 shares worth $722K. The position accounts for 0.36% of the portfolio, ranked #50.
Orser Capital Management first reported a position in ORCL in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.39M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Orser Capital Management held 4,930 shares of Oracle worth $722K as of Q2 2026.
- Orser Capital Management sold 1,380 Oracle shares in Q2 2026, an estimated $250K.
- Oracle made up 0.36% of Orser Capital Management's portfolio in Q2 2026, its #50 holding.
- Orser Capital Management first reported a position in Oracle in Q4 2017 and has held it in 35 quarters since.
- Orser Capital Management's Oracle position peaked at $1.39M in Q3 2025.
- 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Orser Capital Management's 13F filing for Q2 2026, filed 7 Jul 2026.