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Patten & Patten’s Oracle ORCL Stock Holding History

Patten & Patten’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 		$1.2M Sell
8,138
-1,406
-15% -$229K 0.07% 164
2025
Q4 		$1.86M Sell
9,544
-1,026
-10% -$244K 0.11% 138
2025
Q3 		$2.97M Sell
10,570
-17
-0.2% -$4.33K 0.17% 99
2025
Q2 		$2.31M Sell
10,587
-274
-3% -$44.2K 0.15% 108
2025
Q1 		$1.52M Buy
10,861
+1,122
+12% +$183K 0.1% 136
2024
Q4 		$1.62M Buy
9,739
+467
+5% +$83K 0.11% 130
2024
Q3 		$1.58M Buy
9,272
+1
+0% +$145 0.1% 132
2024
Q2 		$1.31M Buy
9,271
+253
+3% +$31.4K 0.09% 144
2024
Q1 		$1.13M Buy
9,018
+1,096
+14% +$125K 0.08% 155
2023
Q4 		$835K Buy
7,922
+65
+0.8% +$7.09K 0.07% 161
2023
Q3 		$832K Buy
7,857
+48
+0.6% +$5.56K 0.07% 157
2023
Q2 		$930K Buy
7,809
+829
+12% +$85.7K 0.08% 151
2023
Q1 		$649K Hold
6,980
– – 0.06% 174
2022
Q4 		$571K Buy
6,980
+557
+9% +$42.3K 0.05% 181
2022
Q3 		$392K Buy
6,423
+171
+3% +$12.5K 0.04% 207
2022
Q2 		$437K Hold
6,252
– – 0.04% 207
2022
Q1 		$517K Hold
6,252
– – 0.04% 204
2021
Q4 		$545K Sell
6,252
-329
-5% -$30.9K 0.04% 201
2021
Q3 		$573K Buy
6,581
+120
+2% +$10.6K 0.04% 191
2021
Q2 		$503K Sell
6,461
-140
-2% -$11K 0.04% 205
2021
Q1 		$463K Sell
6,601
-1
-0% -$65 0.04% 207
2020
Q4 		$427K Buy
6,602
+829
+14% +$49.4K 0.04% 198
2020
Q3 		$345K Hold
5,773
– – 0.03% 196
2020
Q2 		$319K Sell
5,773
-276
-5% -$14.6K 0.03% 200
2020
Q1 		$292K Buy
6,049
+1
+0% +$52 0.04% 196
2019
Q4 		$320K Sell
6,048
-434
-7% -$23.9K 0.03% 208
2019
Q3 		$357K Buy
6,482
+776
+14% +$42.9K 0.04% 192
2019
Q2 		$325K Sell
5,706
-74
-1% -$4K 0.04% 199
2019
Q1 		$310K Sell
5,780
-687
-11% -$35K 0.03% 196
2018
Q4 		$292K Buy
6,467
+447
+7% +$21.4K 0.04% 197
2018
Q3 		$310K Buy
6,020
+344
+6% +$16.7K 0.03% 201
2018
Q2 		$250K Buy
5,676
+153
+3% +$7.05K 0.03% 215
2018
Q1 		$253K Buy
5,523
+75
+1% +$3.73K 0.03% 214
2017
Q4 		$258K Sell
5,448
-74
-1% -$3.63K 0.03% 216
2017
Q3 		$267K Buy
5,522
+710
+15% +$35.3K 0.03% 218
2017
Q2 		$241K Hold
4,812
– – 0.03% 225
2017
Q1 		$215K Buy
+4,812
New +$200K 0.02% 229
2016
Q3 		– Sell
-5,212
Closed -$213K – 223
2016
Q2 		$213K Sell
5,212
-552
-10% -$22K 0.03% 205
2016
Q1 		$236K Sell
5,764
-16,000
-74% -$592K 0.03% 197
2015
Q4 		$795K Hold
21,764
– – 0.11% 117
2015
Q3 		$786K Buy
21,764
+2
+0% +$77 0.12% 114
2015
Q2 		$877K Buy
21,762
+1
+0% +$43 0.13% 116
2015
Q1 		$939K Sell
21,761
-1,276
-6% -$55.3K 0.14% 116
2014
Q4 		$1.04M Sell
23,037
-1,844
-7% -$75K 0.16% 113
2014
Q3 		$952K Buy
24,881
+34
+0.1% +$1.38K 0.15% 116
2014
Q2 		$1.01M Sell
24,847
-3,350
-12% -$138K 0.16% 109
2014
Q1 		$1.15M Sell
28,197
-323
-1% -$12.3K 0.16% 114
2013
Q4 		$1.09M Sell
28,520
-1,477
-5% -$50.8K 0.15% 117
2013
Q3 		$995K Sell
29,997
-4,400
-13% -$143K 0.15% 116
2013
Q2 		$1.06M Buy
+34,397
New +$1.14M 0.17% 113

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

Patten & Patten's ORCL Position: Q1 2026 in Review

Patten & Patten reduced its Oracle (ORCL) stake by 15% in Q1 2026, selling an estimated $229K and leaving 8,138 shares worth $1.2M. The position accounts for 0.07% of the portfolio, ranked #164.

Patten & Patten first reported a position in ORCL in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.97M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Patten & Patten held 8,138 shares of Oracle worth $1.2M as of Q1 2026.
  • Patten & Patten sold 1,406 Oracle shares in Q1 2026, an estimated $229K.
  • Oracle made up 0.07% of Patten & Patten's portfolio in Q1 2026, its #164 holding.
  • Patten & Patten first reported a position in Oracle in Q2 2013 and has held it in 50 quarters since.
  • Patten & Patten's Oracle position peaked at $2.97M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Patten & Patten's 13F filing for Q1 2026, filed 1 May 2026.