Pettyjohn Wood & White’s Oracle ORCL Stock Holding History

Pettyjohn Wood & White’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	$5.08M	Buy	34,514 +1,505	+5%	+$245K	0.81%	35
2025 Q4	$6.43M	Buy	33,009 +133	+0.4%	+$31.7K	1.01%	30
2025 Q3	$9.25M	Sell	32,876 -218	-0.7%	-$55.5K	1.53%	18
2025 Q2	$7.24M	Buy	33,094 +1,621	+5%	+$262K	1.29%	24
2025 Q1	$4.4M	Buy	31,473 +941	+3%	+$153K	0.84%	35
2024 Q4	$5.09M	Sell	30,532 -40	-0.1%	-$7.11K	0.93%	32
2024 Q3	$5.21M	Buy	30,572 +231	+0.8%	+$33.5K	0.96%	31
2024 Q2	$4.28M	Buy	30,341 +484	+2%	+$60.1K	0.83%	37
2024 Q1	$3.75M	Buy	29,857 +2,705	+10%	+$310K	0.75%	38
2023 Q4	$2.86M	Buy	27,152 +1,000	+4%	+$109K	0.62%	43
2023 Q3	$2.77M	Buy	26,152 +1,205	+5%	+$139K	0.65%	41
2023 Q2	$2.97M	Hold	24,947	–	–	0.68%	42
2023 Q1	$2.32M	Sell	24,947 -200	-0.8%	-$17.5K	0.57%	49
2022 Q4	$2.06M	Buy	25,147 +725	+3%	+$55.1K	0.51%	52
2022 Q3	$1.49M	Buy	24,422 +2,110	+9%	+$154K	0.4%	61
2022 Q2	$1.56M	Buy	22,312 +50	+0.2%	+$3.66K	0.37%	64
2022 Q1	$1.84M	Buy	22,262 +800	+4%	+$64.8K	0.39%	62
2021 Q4	$1.87M	Sell	21,462 -100	-0.5%	-$9.39K	0.39%	62
2021 Q3	$1.88M	Sell	21,562 -495	-2%	-$43.7K	0.42%	59
2021 Q2	$1.72M	Buy	22,057 +1,105	+5%	+$86.5K	0.38%	65
2021 Q1	$1.47M	Buy	20,952 +3,450	+20%	+$223K	0.35%	64
2020 Q4	$1.13M	Buy	17,502 +625	+4%	+$37.2K	0.29%	72
2020 Q3	$1.01M	Buy	16,877 +712	+4%	+$40.4K	0.29%	69
2020 Q2	$893K	Sell	16,165 -150	-0.9%	-$7.95K	0.29%	67
2020 Q1	$789K	Buy	16,315 +167	+1%	+$8.62K	0.29%	67
2019 Q4	$856K	Sell	16,148 -460	-3%	-$25.3K	0.25%	75
2019 Q3	$914K	Hold	16,608	–	–	0.28%	72
2019 Q2	$946K	Buy	16,608 +150	+0.9%	+$8.12K	0.29%	72
2019 Q1	$884K	Buy	16,458 +774	+5%	+$39.4K	0.29%	72
2018 Q4	$708K	Sell	15,684 -2,295	-13%	-$110K	0.26%	74
2018 Q3	$927K	Buy	17,979 +1,450	+9%	+$70.4K	0.3%	77
2018 Q2	$728K	Sell	16,529 -150	-0.9%	-$6.91K	0.25%	82
2018 Q1	$763K	Buy	16,679 +184	+1%	+$9.15K	0.28%	80
2017 Q4	$780K	Sell	16,495 -549	-3%	-$26.9K	0.28%	77
2017 Q3	$824K	Sell	17,044 -1,040	-6%	-$51.7K	0.31%	74
2017 Q2	$907K	Sell	18,084 -1,425	-7%	-$64.9K	0.34%	72
2017 Q1	$870K	Sell	19,509 -5,910	-23%	-$246K	0.32%	72
2016 Q4	$977K	Sell	25,419 -500	-2%	-$19.6K	0.38%	70
2016 Q3	$1.02M	Sell	25,919 -450	-2%	-$18.3K	0.48%	63
2016 Q2	$1.08M	Buy	26,369 +160	+0.6%	+$6.39K	0.43%	67
2016 Q1	$1.07M	Sell	26,209 -950	-3%	-$35.2K	0.44%	66
2015 Q4	$992K	Sell	27,159 -200	-0.7%	-$7.64K	0.42%	64
2015 Q3	$988K	Sell	27,359 -350	-1%	-$13.5K	0.45%	64
2015 Q2	$1.12M	Sell	27,709 -50	-0.2%	-$2.17K	0.47%	64
2015 Q1	$1.2M	Hold	27,759	–	–	0.5%	63
2014 Q4	$1.25M	Sell	27,759 -500	-2%	-$20.3K	0.52%	61
2014 Q3	$1.08M	Hold	28,259	–	–	0.47%	66
2014 Q2	$1.15M	Sell	28,259 -200	-0.7%	-$8.23K	0.5%	65
2014 Q1	$1.16M	Buy	28,459 +5,709	+25%	+$217K	0.53%	62
2013 Q4	$870K	Sell	22,750 -1,250	-5%	-$43K	0.51%	65
2013 Q3	$796K	Sell	24,000 -200	-0.8%	-$6.49K	0.49%	67
2013 Q2	$743K	Buy	+24,200	New	+$803K	0.47%	68

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

Pettyjohn Wood & White's ORCL Position: Q1 2026 in Review

Pettyjohn Wood & White increased its Oracle (ORCL) stake by 4.6% in Q1 2026, buying an estimated $245K and bringing the position to 34,514 shares worth $5.08M. The position accounts for 0.81% of the portfolio, ranked #35.

Pettyjohn Wood & White first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $9.25M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Pettyjohn Wood & White held 34,514 shares of Oracle worth $5.08M as of Q1 2026.
Pettyjohn Wood & White bought 1,505 Oracle shares in Q1 2026, an estimated $245K.
Oracle made up 0.81% of Pettyjohn Wood & White's portfolio in Q1 2026, its #35 holding.
Pettyjohn Wood & White first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
Pettyjohn Wood & White's Oracle position peaked at $9.25M in Q3 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Pettyjohn Wood & White's 13F filing for Q1 2026, filed 15 May 2026.