Palisades Hudson Asset Management’s Oracle ORCL Stock Holding History

Palisades Hudson Asset 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	$351K	Hold	2,385	–	–	0.14%	70
2025 Q4	$465K	Hold	2,385	–	–	0.18%	63
2025 Q3	$671K	Hold	2,385	–	–	0.24%	46
2025 Q2	$521K	Hold	2,385	–	–	0.2%	54
2025 Q1	$334K	Sell	2,385 -271	-10%	-$44.1K	0.15%	70
2024 Q4	$443K	Hold	2,656	–	–	0.19%	62
2024 Q3	$453K	Hold	2,656	–	–	0.19%	61
2024 Q2	$375K	Sell	2,656 -534	-17%	-$66.3K	0.17%	64
2024 Q1	$400K	Hold	3,190	–	–	0.18%	63
2023 Q4	$336K	Sell	3,190 -227	-7%	-$24.8K	0.16%	69
2023 Q3	$362K	Hold	3,417	–	–	0.2%	60
2023 Q2	$407K	Hold	3,417	–	–	0.21%	59
2023 Q1	$318K	Sell	3,417 -714	-17%	-$62.6K	0.17%	68
2022 Q4	$337K	Buy	4,131 +6	+0.1%	+$456	0.19%	70
2022 Q3	$252K	Sell	4,125 -15	-0.4%	-$1.1K	0.15%	79
2022 Q2	$289K	Buy	4,140 +15	+0.4%	+$1.1K	0.16%	73
2022 Q1	$341K	Hold	4,125	–	–	0.16%	76
2021 Q4	$360K	Hold	4,125	–	–	0.15%	76
2021 Q3	$359K	Hold	4,125	–	–	0.16%	71
2021 Q2	$321K	Hold	4,125	–	–	0.14%	79
2021 Q1	$289K	Sell	4,125 -1,080	-21%	-$69.9K	0.14%	81
2020 Q4	$337K	Hold	5,205	–	–	0.17%	66
2020 Q3	$311K	Hold	5,205	–	–	0.2%	68
2020 Q2	$288K	Hold	5,205	–	–	0.2%	68
2020 Q1	$252K	Sell	5,205 -1,045	-17%	-$53.9K	0.21%	70
2019 Q4	$331K	Hold	6,250	–	–	0.21%	66
2019 Q3	$344K	Hold	6,250	–	–	0.24%	59
2019 Q2	$356K	Hold	6,250	–	–	0.25%	58
2019 Q1	$336K	Sell	6,250 -1,530	-20%	-$78K	0.22%	59
2018 Q4	$351K	Hold	7,780	–	–	0.21%	64
2018 Q3	$401K	Sell	7,780 -741	-9%	-$36K	0.21%	59
2018 Q2	$375K	Hold	8,521	–	–	0.2%	65
2018 Q1	$390K	Hold	8,521	–	–	0.21%	61
2017 Q4	$403K	Hold	8,521	–	–	0.22%	58
2017 Q3	$412K	Hold	8,521	–	–	0.23%	54
2017 Q2	$427K	Hold	8,521	–	–	0.25%	51
2017 Q1	$380K	Hold	8,521	–	–	0.24%	50
2016 Q4	$328K	Hold	8,521	–	–	0.2%	58
2016 Q3	$335K	Hold	8,521	–	–	0.26%	54
2016 Q2	$349K	Hold	8,521	–	–	0.28%	50
2016 Q1	$349K	Hold	8,521	–	–	0.27%	51
2015 Q4	$311K	Hold	8,521	–	–	0.26%	57
2015 Q3	$308K	Hold	8,521	–	–	0.27%	54
2015 Q2	$344K	Sell	8,521 -409	-5%	-$17.7K	0.3%	49
2015 Q1	$385K	Hold	8,930	–	–	0.3%	44
2014 Q4	$402K	Hold	8,930	–	–	0.32%	42
2014 Q3	$342K	Hold	8,930	–	–	0.28%	53
2014 Q2	$362K	Hold	8,930	–	–	0.3%	35
2014 Q1	$365K	Hold	8,930	–	–	0.31%	34
2013 Q4	$342K	Hold	8,930	–	–	0.29%	38
2013 Q3	$296K	Hold	8,930	–	–	0.27%	40
2013 Q2	$274K	Buy	+8,930	New	+$296K	0.26%	42

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

Palisades Hudson Asset Management's ORCL Position: Q1 2026 in Review

Palisades Hudson Asset Management held its Oracle (ORCL) position steady in Q1 2026 at 2,385 shares worth $351K. The position accounts for 0.14% of the portfolio, ranked #70.

Palisades Hudson Asset Management first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $671K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Palisades Hudson Asset Management held 2,385 shares of Oracle worth $351K as of Q1 2026.
Palisades Hudson Asset Management left its Oracle share count unchanged in Q1 2026.
Oracle made up 0.14% of Palisades Hudson Asset Management's portfolio in Q1 2026, its #70 holding.
Palisades Hudson Asset Management first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
Palisades Hudson Asset Management's Oracle position peaked at $671K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Palisades Hudson Asset Management's 13F filing for Q1 2026, filed 8 May 2026.