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Progressive Investment Management’s Oracle ORCL Stock Holding History

Progressive 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 		$2.54M Sell
17,232
-46
-0.3% -$7.48K 0.67% 29
2025
Q4 		$3.37M Sell
17,278
-102
-0.6% -$24.3K 0.81% 29
2025
Q3 		$4.89M Buy
+17,380
New +$4.43M 1.19% 29

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

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

Progressive Investment Management reduced its Oracle (ORCL) stake by 0.27% in Q1 2026, selling an estimated $7.48K and leaving 17,232 shares worth $2.54M. The position accounts for 0.67% of the portfolio, ranked #29.

Progressive Investment Management first reported a position in ORCL in Q3 2025 and has held it in 3 quarters since. The position peaked at $4.89M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Progressive Investment Management held 17,232 shares of Oracle worth $2.54M as of Q1 2026.
  • Progressive Investment Management sold 46 Oracle shares in Q1 2026, an estimated $7.48K.
  • Oracle made up 0.67% of Progressive Investment Management's portfolio in Q1 2026, its #29 holding.
  • Progressive Investment Management first reported a position in Oracle in Q3 2025 and has held it in 3 quarters since.
  • Progressive Investment Management's Oracle position peaked at $4.89M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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