Poplar Forest Capital’s Oracle ORCL Stock Holding History

Poplar Forest Capital’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
2025 Q1	$709K	Hold	5,073	–	–	0.13%	43
2024 Q4	$845K	Sell	5,073 -65	-1%	-$11.5K	0.16%	41
2024 Q3	$876K	Hold	5,138	–	–	0.12%	41
2024 Q2	$725K	Hold	5,138	–	–	0.1%	43
2024 Q1	$645K	Hold	5,138	–	–	0.09%	44
2023 Q4	$542K	Sell	5,138 -1,050	-17%	-$115K	0.08%	44
2023 Q3	$655K	Hold	6,188	–	–	0.08%	43
2023 Q2	$737K	Hold	6,188	–	–	0.1%	42
2023 Q1	$575K	Hold	6,188	–	–	0.07%	52
2022 Q4	$506K	Sell	6,188 -250	-4%	-$19K	0.06%	46
2022 Q3	$393K	Hold	6,438	–	–	0.05%	44
2022 Q2	$450K	Hold	6,438	–	–	0.05%	46
2022 Q1	$533K	Hold	6,438	–	–	0.06%	47
2021 Q4	$561K	Hold	6,438	–	–	0.06%	46
2021 Q3	$561K	Hold	6,438	–	–	0.06%	43
2021 Q2	$501K	Hold	6,438	–	–	0.05%	49
2021 Q1	$452K	Sell	6,438 -1,800	-22%	-$117K	0.05%	53
2020 Q4	$533K	Hold	8,238	–	–	0.06%	44
2020 Q3	$492K	Hold	8,238	–	–	0.06%	47
2020 Q2	$455K	Hold	8,238	–	–	0.05%	48
2020 Q1	$398K	Hold	8,238	–	–	0.06%	53
2019 Q4	$436K	Sell	8,238 -219	-3%	-$12.1K	0.04%	48
2019 Q3	$465K	Hold	8,457	–	–	0.04%	47
2019 Q2	$482K	Hold	8,457	–	–	0.04%	50
2019 Q1	$454K	Hold	8,457	–	–	0.03%	48
2018 Q4	$382K	Hold	8,457	–	–	0.03%	51
2018 Q3	$436K	Hold	8,457	–	–	0.03%	54
2018 Q2	$373K	Sell	8,457 -380	-4%	-$17.5K	0.03%	59
2018 Q1	$404K	Hold	8,837	–	–	0.03%	57
2017 Q4	$418K	Hold	8,837	–	–	0.03%	56
2017 Q3	$427K	Hold	8,837	–	–	0.04%	58
2017 Q2	$443K	Hold	8,837	–	–	0.04%	55
2017 Q1	$394K	Hold	8,837	–	–	0.03%	52
2016 Q4	$340K	Hold	8,837	–	–	0.03%	48
2016 Q3	$347K	Hold	8,837	–	–	0.03%	49
2016 Q2	$362K	Hold	8,837	–	–	0.03%	48
2016 Q1	$362K	Hold	8,837	–	–	0.03%	68
2015 Q4	$323K	Hold	8,837	–	–	0.03%	71
2015 Q3	$319K	Hold	8,837	–	–	0.03%	69
2015 Q2	$356K	Hold	8,837	–	–	0.03%	67
2015 Q1	$381K	Hold	8,837	–	–	0.03%	66
2014 Q4	$397K	Hold	8,837	–	–	0.03%	65
2014 Q3	$338K	Hold	8,837	–	–	0.03%	68
2014 Q2	$358K	Hold	8,837	–	–	0.04%	46
2014 Q1	$362K	Hold	8,837	–	–	0.04%	44
2013 Q4	$338K	Hold	8,837	–	–	0.04%	43
2013 Q3	$293K	Hold	8,837	–	–	0.04%	44
2013 Q2	$271K	Buy	+8,837	New	+$293K	0.04%	45

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Poplar Forest Capital's ORCL Position: Q1 2025 in Review

Poplar Forest Capital held its Oracle (ORCL) position steady in Q1 2025 at 5,073 shares worth $709K. The position accounts for 0.13% of the portfolio, ranked #43.

Poplar Forest Capital first reported a position in ORCL in Q2 2013 and has held it in 48 quarters since. The position peaked at $876K in Q3 2024. 3,245 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

Poplar Forest Capital held 5,073 shares of Oracle worth $709K as of Q1 2025.
Poplar Forest Capital left its Oracle share count unchanged in Q1 2025.
Oracle made up 0.13% of Poplar Forest Capital's portfolio in Q1 2025, its #43 holding.
Poplar Forest Capital first reported a position in Oracle in Q2 2013 and has held it in 48 quarters since.
Poplar Forest Capital's Oracle position peaked at $876K in Q3 2024.
3,245 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Poplar Forest Capital's 13F filing for Q1 2025, filed 6 May 2025.