Patten Group’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $819K | Sell |
5,566
-456
| -8% | -$74.1K | 0.14% | 156 |
|
|
2025
Q4 | $1.17M | Sell |
6,022
-1,226
| -17% | -$292K | 0.22% | 122 |
|
|
2025
Q3 | $2.04M | Sell |
7,248
-364
| -5% | -$92.7K | 0.4% | 77 |
|
|
2025
Q2 | $1.66M | Sell |
7,612
-1,863
| -20% | -$301K | 0.35% | 88 |
|
|
2025
Q1 | $1.32M | Buy |
9,475
+548
| +6% | +$89.2K | 0.3% | 99 |
|
|
2024
Q4 | $1.49M | Buy |
8,927
+1,947
| +28% | +$346K | 0.33% | 91 |
|
|
2024
Q3 | $1.19M | Buy |
6,980
+2,870
| +70% | +$416K | 0.26% | 112 |
|
|
2024
Q2 | $580K | Buy |
4,110
+234
| +6% | +$29.1K | 0.14% | 158 |
|
|
2024
Q1 | $487K | Buy |
3,876
+1,206
| +45% | +$138K | 0.12% | 164 |
|
|
2023
Q4 | $281K | Hold |
2,670
| – | – | 0.08% | 211 |
|
|
2023
Q3 | $283K | Sell |
2,670
-179
| -6% | -$20.7K | 0.08% | 204 |
|
|
2023
Q2 | $339K | Sell |
2,849
-112
| -4% | -$11.6K | 0.05% | 188 |
|
|
2023
Q1 | $275K | Sell |
2,961
-229
| -7% | -$20.1K | 0.08% | 208 |
|
|
2022
Q4 | $261K | Hold |
3,190
| – | – | 0.08% | 210 |
|
|
2022
Q3 | $202K | Hold |
3,190
| – | – | 0.07% | 230 |
|
|
2022
Q2 | $229K | Hold |
3,190
| – | – | 0.07% | 219 |
|
|
2022
Q1 | $264K | Buy |
3,190
+85
| +3% | +$6.88K | 0.07% | 223 |
|
|
2021
Q4 | $271K | Buy |
3,105
+348
| +13% | +$32.7K | 0.07% | 223 |
|
|
2021
Q3 | $240K | Hold |
2,757
| – | – | 0.07% | 231 |
|
|
2021
Q2 | $215K | Buy |
+2,757
| New | +$216K | 0.06% | 248 |
|
|
2019
Q4 | – | Sell |
-3,986
| Closed | -$219K | – | 216 |
|
|
2019
Q3 | $219K | Buy |
+3,986
| New | +$220K | 0.09% | 193 |
|
|
2019
Q1 | – | Sell |
-1,591
| Closed | -$72K | – | 426 |
|
|
2018
Q4 | $72K | Buy |
1,591
+232
| +17% | +$11.1K | 0.03% | 246 |
|
|
2018
Q3 | $70K | Buy |
1,359
+709
| +109% | +$34.4K | 0.03% | 283 |
|
|
2018
Q2 | $29K | Hold |
650
| – | – | 0.01% | 372 |
|
|
2018
Q1 | $30K | Hold |
650
| – | – | 0.01% | 366 |
|
|
2017
Q4 | $31K | Hold |
650
| – | – | 0.01% | 387 |
|
|
2017
Q3 | $31K | Hold |
650
| – | – | 0.01% | 378 |
|
|
2017
Q2 | $32K | Sell |
650
-500
| -43% | -$22.8K | 0.01% | 376 |
|
|
2017
Q1 | $51K | Hold |
1,150
| – | – | 0.02% | 311 |
|
|
2016
Q4 | $46K | Sell |
1,150
-500
| -30% | -$19.6K | 0.02% | 315 |
|
|
2016
Q3 | $62.8K | Hold |
1,650
| – | – | 0.03% | 287 |
|
|
2016
Q2 | $67.5K | Sell |
1,650
-400
| -20% | -$16K | 0.03% | 277 |
|
|
2016
Q1 | $83.9K | Hold |
2,050
| – | – | 0.04% | 250 |
|
|
2015
Q4 | $74.9K | Sell |
2,050
-1,000
| -33% | -$38.2K | 0.04% | 262 |
|
|
2015
Q3 | $110K | Hold |
3,050
| – | – | 0.06% | 223 |
|
|
2015
Q2 | $123K | Buy |
+3,050
| New | +$132K | 0.06% | 217 |
|
Other funds holding ORCL
VCM
VPM
Patten Group's ORCL Position: Q1 2026 in Review
Patten Group reduced its Oracle (ORCL) stake by 7.6% in Q1 2026, selling an estimated $74.1K and leaving 5,566 shares worth $819K. The position accounts for 0.14% of the portfolio, ranked #156.
Patten Group first reported a position in ORCL in Q2 2015 and has held it in 36 quarters since. The position peaked at $2.04M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Patten Group held 5,566 shares of Oracle worth $819K as of Q1 2026.
- Patten Group sold 456 Oracle shares in Q1 2026, an estimated $74.1K.
- Oracle made up 0.14% of Patten Group's portfolio in Q1 2026, its #156 holding.
- Patten Group first reported a position in Oracle in Q2 2015 and has held it in 36 quarters since.
- Patten Group's Oracle position peaked at $2.04M in Q3 2025.
- 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Patten Group's 13F filing for Q1 2026, filed 24 Apr 2026.