Retirement Income Solutions’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 | $640K | Hold |
4,351
| – | – | 0.11% | 70 |
|
|
2025
Q4 | $848K | Sell |
4,351
-35
| -0.8% | -$8.33K | 0.14% | 59 |
|
|
2025
Q3 | $1.23M | Hold |
4,386
| – | – | 0.21% | 47 |
|
|
2025
Q2 | $959K | Hold |
4,386
| – | – | 0.18% | 50 |
|
|
2025
Q1 | $613K | Hold |
4,386
| – | – | 0.13% | 63 |
|
|
2024
Q4 | $731K | Hold |
4,386
| – | – | 0.15% | 56 |
|
|
2024
Q3 | $747K | Sell |
4,386
-147
| -3% | -$21.3K | 0.17% | 57 |
|
|
2024
Q2 | $640K | Buy |
4,533
+232
| +5% | +$28.8K | 0.15% | 62 |
|
|
2024
Q1 | $540K | Hold |
4,301
| – | – | 0.12% | 75 |
|
|
2023
Q4 | $453K | Hold |
4,301
| – | – | 0.11% | 79 |
|
|
2023
Q3 | $456K | Hold |
4,301
| – | – | 0.13% | 76 |
|
|
2023
Q2 | $512K | Buy |
4,301
+70
| +2% | +$7.24K | 0.14% | 75 |
|
|
2023
Q1 | $393K | Hold |
4,231
| – | – | 0.11% | 85 |
|
|
2022
Q4 | $346K | Hold |
4,231
| – | – | 0.11% | 89 |
|
|
2022
Q3 | $260K | Hold |
4,231
| – | – | 0.09% | 93 |
|
|
2022
Q2 | $296K | Sell |
4,231
-17
| -0.4% | -$1.24K | 0.11% | 86 |
|
|
2022
Q1 | $351K | Buy |
4,248
+17
| +0.4% | +$1.38K | 0.1% | 80 |
|
|
2021
Q4 | $369K | Hold |
4,231
| – | – | 0.1% | 81 |
|
|
2021
Q3 | $369K | Hold |
4,231
| – | – | 0.12% | 70 |
|
|
2021
Q2 | $329K | Hold |
4,231
| – | – | 0.11% | 80 |
|
|
2021
Q1 | $297K | Sell |
4,231
-155
| -4% | -$10K | 0.1% | 79 |
|
|
2020
Q4 | $284K | Hold |
4,386
| – | – | 0.1% | 77 |
|
|
2020
Q3 | $262K | Hold |
4,386
| – | – | 0.12% | 70 |
|
|
2020
Q2 | $242K | Hold |
4,386
| – | – | 0.1% | 70 |
|
|
2020
Q1 | $212K | Sell |
4,386
-600
| -12% | -$31K | 0.12% | 66 |
|
|
2019
Q4 | $264K | Hold |
4,986
| – | – | 0.11% | 64 |
|
|
2019
Q3 | $274K | Buy |
4,986
+80
| +2% | +$4.42K | 0.15% | 59 |
|
|
2019
Q2 | $279K | Hold |
4,906
| – | – | 0.15% | 56 |
|
|
2019
Q1 | $264K | Hold |
4,906
| – | – | 0.15% | 58 |
|
|
2018
Q4 | $222K | Sell |
4,906
-148
| -3% | -$7.09K | 0.14% | 56 |
|
|
2018
Q3 | $261K | Sell |
5,054
-190
| -4% | -$9.23K | 0.15% | 57 |
|
|
2018
Q2 | $231K | Buy |
5,244
+228
| +5% | +$10.5K | 0.14% | 59 |
|
|
2018
Q1 | $229K | Sell |
5,016
-138
| -3% | -$6.86K | 0.14% | 55 |
|
|
2017
Q4 | $244K | Buy |
+5,154
| New | +$253K | 0.14% | 64 |
|
Other funds holding ORCL
VCM
VPM
Retirement Income Solutions's ORCL Position: Q1 2026 in Review
Retirement Income Solutions held its Oracle (ORCL) position steady in Q1 2026 at 4,351 shares worth $640K. The position accounts for 0.11% of the portfolio, ranked #70.
Retirement Income Solutions first reported a position in ORCL in Q4 2017 and has held it in 34 quarters since. The position peaked at $1.23M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Retirement Income Solutions held 4,351 shares of Oracle worth $640K as of Q1 2026.
- Retirement Income Solutions left its Oracle share count unchanged in Q1 2026.
- Oracle made up 0.11% of Retirement Income Solutions's portfolio in Q1 2026, its #70 holding.
- Retirement Income Solutions first reported a position in Oracle in Q4 2017 and has held it in 34 quarters since.
- Retirement Income Solutions's Oracle position peaked at $1.23M in Q3 2025.
- 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Retirement Income Solutions's 13F filing for Q1 2026, filed 4 May 2026.