Quadrant Private Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.1M | Buy |
21,084
+1,688
| +9% | +$274K | 0.48% | 64 |
|
|
2025
Q4 | $3.78M | Buy |
19,396
+15,111
| +353% | +$3.6M | 0.62% | 41 |
|
|
2025
Q3 | $1.21M | Sell |
4,285
-337
| -7% | -$85.8K | 0.22% | 97 |
|
|
2025
Q2 | $1.01M | Buy |
4,622
+26
| +0.6% | +$4.2K | 0.21% | 95 |
|
|
2025
Q1 | $643K | Buy |
4,596
+31
| +0.7% | +$5.05K | 0.16% | 118 |
|
|
2024
Q4 | $761K | Sell |
4,565
-72,688
| -94% | -$12.9M | 0.19% | 114 |
|
|
2024
Q3 | $13.2M | Sell |
77,253
-2,696
| -3% | -$391K | 3.26% | 2 |
|
|
2024
Q2 | $11.3M | Buy |
79,949
+396
| +0.5% | +$49.2K | 2.59% | 5 |
|
|
2024
Q1 | $9.99M | Buy |
79,553
+40
| +0.1% | +$4.58K | 2.53% | 5 |
|
|
2023
Q4 | $8.38M | Buy |
79,513
+98
| +0.1% | +$10.7K | 2.32% | 8 |
|
|
2023
Q3 | $8.41M | Sell |
79,415
-189
| -0.2% | -$21.9K | 2.83% | 5 |
|
|
2023
Q2 | $9.48M | Sell |
79,604
-402
| -0.5% | -$41.6K | 2.75% | 5 |
|
|
2023
Q1 | $7.43M | Sell |
80,006
-835
| -1% | -$73.2K | 2.32% | 4 |
|
|
2022
Q4 | $6.61M | Buy |
+80,841
| New | +$6.14M | 2.22% | 5 |
|
|
2022
Q2 | $5.63M | Sell |
80,552
-7,232
| -8% | -$529K | 2.31% | 5 |
|
|
2022
Q1 | $7.26M | Buy |
87,784
+71
| +0.1% | +$5.75K | 2.71% | 4 |
|
|
2021
Q4 | $7.65M | Sell |
87,713
-29,896
| -25% | -$2.81M | 2.84% | 4 |
|
|
2021
Q3 | $10.2M | Sell |
117,609
-2,797
| -2% | -$247K | 4.23% | 2 |
|
|
2021
Q2 | $9.37M | Sell |
120,406
-2,104
| -2% | -$165K | 3.8% | 3 |
|
|
2021
Q1 | $8.6M | Sell |
122,510
-18,495
| -13% | -$1.2M | 3.74% | 3 |
|
|
2020
Q4 | $9.12M | Sell |
141,005
-5,466
| -4% | -$325K | 4.06% | 3 |
|
|
2020
Q3 | $8.74M | Buy |
146,471
+3,067
| +2% | +$174K | 4.4% | 3 |
|
|
2020
Q2 | $7.93M | Buy |
143,404
+6,190
| +5% | +$328K | 4.58% | 3 |
|
|
2020
Q1 | $6.63M | Buy |
137,214
+8,370
| +6% | +$432K | 5.54% | 2 |
|
|
2019
Q4 | $6.83M | Buy |
128,844
+57
| +0% | +$3.14K | 6.11% | 3 |
|
|
2019
Q3 | $7.09M | Buy |
128,787
+31
| +0% | +$1.71K | 6.52% | 2 |
|
|
2019
Q2 | $7.33M | Sell |
128,756
-826
| -0.6% | -$44.7K | 6.69% | 2 |
|
|
2019
Q1 | $6.96M | Sell |
129,582
-246
| -0.2% | -$12.5K | 6.4% | 1 |
|
|
2018
Q4 | $5.86M | Buy |
129,828
+221
| +0.2% | +$10.6K | 6.24% | 2 |
|
|
2018
Q3 | $6.68M | Buy |
129,607
+2,681
| +2% | +$130K | 5.89% | 2 |
|
|
2018
Q2 | $5.59M | Buy |
126,926
+1,072
| +0.9% | +$49.4K | 5.45% | 3 |
|
|
2018
Q1 | $5.76M | Buy |
125,854
+842
| +0.7% | +$41.9K | 7.52% | 2 |
|
|
2017
Q4 | $5.91M | Buy |
+125,012
| New | +$6.13M | 6.15% | 2 |
|
Other funds holding ORCL
VCM
VPM
Quadrant Private Wealth Management's ORCL Position: Q1 2026 in Review
Quadrant Private Wealth Management increased its Oracle (ORCL) stake by 8.7% in Q1 2026, buying an estimated $274K and bringing the position to 21,084 shares worth $3.1M. The position accounts for 0.48% of the portfolio, ranked #64.
Quadrant Private Wealth Management first reported a position in ORCL in Q4 2017 and has held it in 33 quarters since. The position peaked at $13.2M in Q3 2024. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Quadrant Private Wealth Management held 21,084 shares of Oracle worth $3.1M as of Q1 2026.
- Quadrant Private Wealth Management bought 1,688 Oracle shares in Q1 2026, an estimated $274K.
- Oracle made up 0.48% of Quadrant Private Wealth Management's portfolio in Q1 2026, its #64 holding.
- Quadrant Private Wealth Management first reported a position in Oracle in Q4 2017 and has held it in 33 quarters since.
- Quadrant Private Wealth Management's Oracle position peaked at $13.2M in Q3 2024.
- 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Quadrant Private Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.