Palogic Value Management’s Oracle ORCL Stock Holding History

Palogic Value 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	$368K	Buy	2,500 +500	+25%	+$81.3K	0.16%	132
2025 Q4	$390K	Hold	2,000	–	–	0.16%	123
2025 Q3	$562K	Hold	2,000	–	–	0.23%	107
2025 Q2	$437K	Hold	2,000	–	–	0.18%	115
2025 Q1	$280K	Hold	2,000	–	–	0.12%	131
2024 Q4	$333K	Hold	2,000	–	–	0.13%	134
2024 Q3	$341K	Hold	2,000	–	–	0.12%	137
2024 Q2	$282K	Hold	2,000	–	–	0.12%	128
2024 Q1	$251K	Hold	2,000	–	–	0.11%	138
2023 Q4	$211K	Hold	2,000	–	–	0.09%	146
2023 Q3	$212K	Hold	2,000	–	–	0.1%	136
2023 Q2	$238K	Buy	+2,000	New	+$207K	0.11%	134

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

Palogic Value Management's ORCL Position: Q1 2026 in Review

Palogic Value Management increased its Oracle (ORCL) stake by 25% in Q1 2026, buying an estimated $81.3K and bringing the position to 2,500 shares worth $368K. The position accounts for 0.16% of the portfolio, ranked #132.

Palogic Value Management first reported a position in ORCL in Q2 2023 and has held it in 12 quarters since. The position peaked at $562K in Q3 2025. 3,476 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Palogic Value Management held 2,500 shares of Oracle worth $368K as of Q1 2026.
Palogic Value Management bought 500 Oracle shares in Q1 2026, an estimated $81.3K.
Oracle made up 0.16% of Palogic Value Management's portfolio in Q1 2026, its #132 holding.
Palogic Value Management first reported a position in Oracle in Q2 2023 and has held it in 12 quarters since.
Palogic Value Management's Oracle position peaked at $562K in Q3 2025.
3,476 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Palogic Value Management's 13F filing for Q1 2026, filed 15 May 2026.