OPCM
ORCL icon

Osborne Partners Capital Management’s Oracle ORCL Stock Holding History

Osborne Partners Capital 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 		$1.1M Sell
7,454
-792
-10% -$129K 0.06% 137
2025
Q4 		$1.61M Sell
8,246
-202
-2% -$48.1K 0.08% 128
2025
Q3 		$2.38M Sell
8,448
-458
-5% -$117K 0.12% 124
2025
Q2 		$1.95M Sell
8,906
-590
-6% -$95.3K 0.1% 129
2025
Q1 		$1.33M Sell
9,496
-125
-1% -$20.4K 0.08% 137
2024
Q4 		$1.6M Buy
9,621
+811
+9% +$144K 0.09% 129
2024
Q3 		$1.5M Buy
8,810
+400
+5% +$57.9K 0.09% 130
2024
Q2 		$1.19M Sell
8,410
-141
-2% -$17.5K 0.07% 137
2024
Q1 		$1.07M Sell
8,551
-397
-4% -$45.4K 0.07% 136
2023
Q4 		$943K Sell
8,948
-150
-2% -$16.4K 0.06% 139
2023
Q3 		$964K Sell
9,098
-403
-4% -$46.6K 0.07% 132
2023
Q2 		$1.13M Sell
9,501
-1,300
-12% -$134K 0.08% 130
2023
Q1 		$1M Sell
10,801
-546
-5% -$47.9K 0.07% 137
2022
Q4 		$927K Buy
11,347
+409
+4% +$31.1K 0.07% 137
2022
Q3 		$668K Sell
10,938
-449
-4% -$32.9K 0.06% 147
2022
Q2 		$796K Sell
11,387
-2,631
-19% -$193K 0.06% 146
2022
Q1 		$1.16M Sell
14,018
-5,241
-27% -$424K 0.09% 118
2021
Q4 		$1.68M Sell
19,259
-3,221
-14% -$302K 0.12% 109
2021
Q3 		$1.96M Sell
22,480
-4,022
-15% -$355K 0.16% 103
2021
Q2 		$2.06M Sell
26,502
-2,968
-10% -$232K 0.17% 103
2021
Q1 		$2.07M Sell
29,470
-2,468
-8% -$160K 0.19% 103
2020
Q4 		$2.07M Sell
31,938
-1,975
-6% -$118K 0.25% 92
2020
Q3 		$2.02M Sell
33,913
-3,350
-9% -$190K 0.41% 68
2020
Q2 		$2.06M Sell
37,263
-1,431
-4% -$75.8K 0.44% 68
2020
Q1 		$1.87M Sell
38,694
-962
-2% -$49.6K 0.49% 64
2019
Q4 		$2.1M Sell
39,656
-18,000
-31% -$991K 0.43% 65
2019
Q3 		$3.17M Sell
57,656
-488
-0.8% -$27K 0.64% 55
2019
Q2 		$3.31M Sell
58,144
-4,000
-6% -$216K 0.63% 60
2019
Q1 		$3.34M Sell
62,144
-1,750
-3% -$89.2K 0.65% 59
2018
Q4 		$2.88M Sell
63,894
-2,150
-3% -$103K 0.43% 76
2018
Q3 		$3.4M Sell
66,044
-1,208
-2% -$58.7K 0.44% 78
2018
Q2 		$2.96M Buy
67,252
+602
+0.9% +$27.7K 0.4% 81
2018
Q1 		$3.05M Sell
66,650
-1,300
-2% -$64.6K 0.42% 77
2017
Q4 		$3.21M Sell
67,950
-950
-1% -$46.6K 0.43% 75
2017
Q3 		$3.33M Buy
68,900
+500
+0.7% +$24.9K 0.46% 73
2017
Q2 		$3.43M Buy
68,400
+300
+0.4% +$13.7K 0.49% 69
2017
Q1 		$3.04M Sell
68,100
-3,100
-4% -$129K 0.44% 76
2016
Q4 		$2.74M Sell
71,200
-7,200
-9% -$282K 0.4% 77
2016
Q3 		$3.08M Sell
78,400
-775
-1% -$31.6K 0.46% 71
2016
Q2 		$3.24M Sell
79,175
-3,000
-4% -$120K 0.48% 68
2016
Q1 		$3.36M Sell
82,175
-3,000
-4% -$111K 0.49% 69
2015
Q4 		$3.11M Sell
85,175
-201,148
-70% -$7.68M 0.45% 72
2015
Q3 		$10.3M Sell
286,323
-18,457
-6% -$710K 1.52% 16
2015
Q2 		$12.3M Buy
304,780
+515
+0.2% +$22.3K 1.64% 16
2015
Q1 		$13.1M Sell
304,265
-35,052
-10% -$1.52M 1.73% 16
2014
Q4 		$15.3M Buy
339,317
+3,791
+1% +$154K 1.85% 15
2014
Q3 		$12.8M Sell
335,526
-3,474
-1% -$141K 1.66% 19
2014
Q2 		$13.7M Sell
339,000
-1,105
-0.3% -$45.5K 1.77% 15
2014
Q1 		$13.9M Sell
340,105
-6,540
-2% -$249K 1.82% 15
2013
Q4 		$13.3M Buy
346,645
+8,166
+2% +$281K 1.73% 15
2013
Q3 		$11.2M Buy
338,479
+2,240
+0.7% +$72.7K 1.57% 18
2013
Q2 		$10.3M Buy
+336,239
New +$11.2M 1.48% 18

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

Osborne Partners Capital Management's ORCL Position: Q1 2026 in Review

Osborne Partners Capital Management reduced its Oracle (ORCL) stake by 9.6% in Q1 2026, selling an estimated $129K and leaving 7,454 shares worth $1.1M. The position accounts for 0.06% of the portfolio, ranked #137.

Osborne Partners Capital Management first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $15.3M in Q4 2014. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Osborne Partners Capital Management held 7,454 shares of Oracle worth $1.1M as of Q1 2026.
  • Osborne Partners Capital Management sold 792 Oracle shares in Q1 2026, an estimated $129K.
  • Oracle made up 0.06% of Osborne Partners Capital Management's portfolio in Q1 2026, its #137 holding.
  • Osborne Partners Capital Management first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Osborne Partners Capital Management's Oracle position peaked at $15.3M in Q4 2014.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.