Plato Investment Management’s Oracle ORCL Stock Holding History

Plato Investment 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	$4.93M	Sell	33,487 -3,724	-10%	-$605K	0.33%	67
2025 Q4	$7.29M	Sell	37,211 -1,472	-4%	-$350K	0.48%	39
2025 Q3	$10.8M	Sell	38,683 -181	-0.5%	-$46.1K	0.73%	18
2025 Q2	$8.47M	Buy	38,864 +3,727	+11%	+$602K	0.64%	23
2025 Q1	$4.97M	Sell	35,137 -2,198	-6%	-$358K	0.42%	47
2024 Q4	$6.24M	Buy	37,335 +735	+2%	+$131K	0.46%	40
2024 Q3	$6.23M	Buy	36,600 +2,726	+8%	+$395K	0.51%	36
2024 Q2	$4.78M	Buy	33,874 +1,414	+4%	+$176K	0.45%	45
2024 Q1	$4.08M	Buy	32,460 +29,110	+869%	+$3.33M	0.42%	59
2023 Q4	$353K	Buy	+3,350	New	+$366K	0.43%	53

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

Plato Investment Management's ORCL Position: Q1 2026 in Review

Plato Investment Management reduced its Oracle (ORCL) stake by 10% in Q1 2026, selling an estimated $605K and leaving 33,487 shares worth $4.93M. The position accounts for 0.33% of the portfolio, ranked #67.

Plato Investment Management first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $10.8M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Plato Investment Management held 33,487 shares of Oracle worth $4.93M as of Q1 2026.
Plato Investment Management sold 3,724 Oracle shares in Q1 2026, an estimated $605K.
Oracle made up 0.33% of Plato Investment Management's portfolio in Q1 2026, its #67 holding.
Plato Investment Management first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
Plato Investment Management's Oracle position peaked at $10.8M in Q3 2025.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.