RIS
ORCL icon

Richmond Investment Services’s Oracle ORCL Stock Holding History

Richmond Investment Services’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 		$226K Buy
1,533
+210
+16% +$34.1K 0.04% 237
2025
Q4 		$258K Sell
1,323
-8
-0.6% -$1.91K 0.04% 200
2025
Q3 		$374K Buy
1,331
+256
+24% +$65.2K 0.07% 160
2025
Q2 		$235K Buy
+1,075
New +$174K 0.05% 191

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

Richmond Investment Services's ORCL Position: Q1 2026 in Review

Richmond Investment Services increased its Oracle (ORCL) stake by 16% in Q1 2026, buying an estimated $34.1K and bringing the position to 1,533 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #237.

Richmond Investment Services first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $374K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Richmond Investment Services held 1,533 shares of Oracle worth $226K as of Q1 2026.
  • Richmond Investment Services bought 210 Oracle shares in Q1 2026, an estimated $34.1K.
  • Oracle made up 0.04% of Richmond Investment Services's portfolio in Q1 2026, its #237 holding.
  • Richmond Investment Services first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • Richmond Investment Services's Oracle position peaked at $374K in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.