Richard W. Paul & Associates’s Oracle ORCL Stock Holding History

Richard W. Paul & Associates’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	$378K	Buy	2,567 +2,527	+6,318%	+$411K	0.13%	132
2025 Q4	$7.8K	Sell	40 -3,979	-99%	-$947K	﹤0.01%	226
2025 Q3	$1.13M	Sell	4,019 -1,347	-25%	-$343K	0.39%	65
2025 Q2	$1.17M	Sell	5,366 -2,405	-31%	-$388K	0.42%	58
2025 Q1	$1.09M	Sell	7,771 -319	-4%	-$51.9K	0.43%	54
2024 Q4	$1.35M	Sell	8,090 -60	-0.7%	-$10.7K	0.49%	50
2024 Q3	$1.39M	Buy	8,150 +673	+9%	+$97.5K	0.5%	47
2024 Q2	$1.06M	Buy	7,477 +58	+0.8%	+$7.2K	0.41%	60
2024 Q1	$932K	Sell	7,419 -51	-0.7%	-$5.84K	0.37%	71
2023 Q4	$788K	Sell	7,470 -44	-0.6%	-$4.8K	0.33%	79
2023 Q3	$796K	Sell	7,514 -1,156	-13%	-$134K	0.36%	74
2023 Q2	$1.03M	Buy	8,670 +1,151	+15%	+$119K	0.45%	63
2023 Q1	$699K	Buy	7,519 +2,453	+48%	+$215K	0.32%	89
2022 Q4	$414K	Buy	+5,066	New	+$385K	0.21%	109

Other funds holding ORCL

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

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

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

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

Richard W. Paul & Associates's ORCL Position: Q1 2026 in Review

Richard W. Paul & Associates increased its Oracle (ORCL) stake by 6,318% in Q1 2026, buying an estimated $411K and bringing the position to 2,567 shares worth $378K. The position accounts for 0.13% of the portfolio, ranked #132.

Richard W. Paul & Associates first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.39M in Q3 2024. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Richard W. Paul & Associates held 2,567 shares of Oracle worth $378K as of Q1 2026.
Richard W. Paul & Associates bought 2,527 Oracle shares in Q1 2026, an estimated $411K.
Oracle made up 0.13% of Richard W. Paul & Associates's portfolio in Q1 2026, its #132 holding.
Richard W. Paul & Associates first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
Richard W. Paul & Associates's Oracle position peaked at $1.39M in Q3 2024.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.