Plimoth Trust’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $683K | Buy |
4,660
+136
| +3% | +$24.6K | 0.14% | 112 |
|
|
2026
Q1 | $666K | Buy |
4,524
+237
| +6% | +$38.5K | 0.15% | 110 |
|
|
2025
Q4 | $836K | Buy |
4,287
+1,028
| +32% | +$245K | 0.19% | 95 |
|
|
2025
Q3 | $917K | Buy |
3,259
+5
| +0.2% | +$1.27K | 0.21% | 91 |
|
|
2025
Q2 | $711K | Hold |
3,254
| – | – | 0.17% | 106 |
|
|
2025
Q1 | $455K | Buy |
3,254
+75
| +2% | +$12.2K | 0.12% | 120 |
|
|
2024
Q4 | $530K | Sell |
3,179
-120
| -4% | -$21.3K | 0.14% | 118 |
|
|
2024
Q3 | $562K | Sell |
3,299
-625
| -16% | -$90.5K | 0.14% | 116 |
|
|
2024
Q2 | $554K | Sell |
3,924
-108
| -3% | -$13.4K | 0.15% | 111 |
|
|
2024
Q1 | $506K | Buy |
4,032
+7
| +0.2% | +$801 | 0.13% | 118 |
|
|
2023
Q4 | $424K | Buy |
4,025
+65
| +2% | +$7.09K | 0.12% | 129 |
|
|
2023
Q3 | $419K | Sell |
3,960
-235
| -6% | -$27.2K | 0.13% | 125 |
|
|
2023
Q2 | $500K | Sell |
4,195
-135
| -3% | -$14K | 0.15% | 116 |
|
|
2023
Q1 | $402K | Sell |
4,330
-90
| -2% | -$7.89K | 0.12% | 130 |
|
|
2022
Q4 | $362K | Sell |
4,420
-300
| -6% | -$22.8K | 0.12% | 136 |
|
|
2022
Q3 | $289K | Sell |
4,720
-156
| -3% | -$11.4K | 0.1% | 140 |
|
|
2022
Q2 | $341K | Sell |
4,876
-6,021
| -55% | -$441K | 0.11% | 138 |
|
|
2022
Q1 | $901K | Buy |
10,897
+70
| +0.6% | +$5.67K | 0.24% | 106 |
|
|
2021
Q4 | $944K | Buy |
10,827
+35
| +0.3% | +$3.29K | 0.24% | 101 |
|
|
2021
Q3 | $940K | Sell |
10,792
-508
| -4% | -$44.9K | 0.27% | 98 |
|
|
2021
Q2 | $879K | Sell |
11,300
-1,145
| -9% | -$89.6K | 0.25% | 99 |
|
|
2021
Q1 | $873K | Buy |
12,445
+120
| +1% | +$7.77K | 0.26% | 100 |
|
|
2020
Q4 | $797K | Sell |
12,325
-440
| -3% | -$26.2K | 0.25% | 100 |
|
|
2020
Q3 | $762K | Sell |
12,765
-640
| -5% | -$36.4K | 0.26% | 97 |
|
|
2020
Q2 | $741K | Sell |
13,405
-5,490
| -29% | -$291K | 0.26% | 99 |
|
|
2020
Q1 | $913K | Sell |
18,895
-560
| -3% | -$28.9K | 0.38% | 79 |
|
|
2019
Q4 | $1.03M | Buy |
19,455
+1,305
| +7% | +$71.8K | 0.33% | 87 |
|
|
2019
Q3 | $999K | Buy |
18,150
+10,958
| +152% | +$605K | 0.33% | 93 |
|
|
2019
Q2 | $409K | Sell |
7,192
-580
| -7% | -$31.4K | 0.13% | 153 |
|
|
2019
Q1 | $417K | Sell |
7,772
-349
| -4% | -$17.8K | 0.14% | 148 |
|
|
2018
Q4 | $366K | Buy |
8,121
+25
| +0.3% | +$1.2K | 0.14% | 153 |
|
|
2018
Q3 | $418K | Sell |
8,096
-525
| -6% | -$25.5K | 0.14% | 153 |
|
|
2018
Q2 | $380K | Sell |
8,621
-440
| -5% | -$20.3K | 0.13% | 154 |
|
|
2018
Q1 | $415K | Sell |
9,061
-670
| -7% | -$33.3K | 0.14% | 153 |
|
|
2017
Q4 | $460K | Buy |
+9,731
| New | +$477K | 0.16% | 136 |
|
Other funds holding ORCL
FWIA
Plimoth Trust's ORCL Position: Q2 2026 in Review
Plimoth Trust increased its Oracle (ORCL) stake by 3% in Q2 2026, buying an estimated $24.6K and bringing the position to 4,660 shares worth $683K. The position accounts for 0.14% of the portfolio, ranked #112.
Plimoth Trust first reported a position in ORCL in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.03M in Q4 2019. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Plimoth Trust held 4,660 shares of Oracle worth $683K as of Q2 2026.
- Plimoth Trust bought 136 Oracle shares in Q2 2026, an estimated $24.6K.
- Oracle made up 0.14% of Plimoth Trust's portfolio in Q2 2026, its #112 holding.
- Plimoth Trust first reported a position in Oracle in Q4 2017 and has held it in 35 quarters since.
- Plimoth Trust's Oracle position peaked at $1.03M in Q4 2019.
- 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Plimoth Trust's 13F filing for Q2 2026, filed 28 Jul 2026.