Ridgewood Investments’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 | $1.76M | Buy |
+11,978
| New | +$1.95M | 0.72% | 35 |
|
|
2025
Q3 | $1.73M | Sell |
6,162
-1,419
| -19% | -$361K | 0.73% | 33 |
|
|
2025
Q2 | $1.66M | Buy |
7,581
+606
| +9% | +$97.9K | 0.72% | 32 |
|
|
2025
Q1 | $975K | Buy |
6,975
+3,259
| +88% | +$531K | 0.46% | 63 |
|
|
2024
Q4 | $619K | Sell |
3,716
-1,408
| -27% | -$250K | 0.3% | 97 |
|
|
2024
Q3 | $873K | Sell |
5,124
-1,108
| -18% | -$160K | 0.44% | 68 |
|
|
2024
Q2 | $880K | Sell |
6,232
-186
| -3% | -$23.1K | 0.44% | 67 |
|
|
2024
Q1 | $806K | Buy |
6,418
+148
| +2% | +$16.9K | 0.43% | 75 |
|
|
2023
Q4 | $661K | Buy |
6,270
+3,601
| +135% | +$393K | 0.39% | 91 |
|
|
2023
Q3 | $283K | Sell |
2,669
-23
| -0.9% | -$2.66K | 0.19% | 136 |
|
|
2023
Q2 | $321K | Sell |
2,692
-4,695
| -64% | -$485K | 0.18% | 133 |
|
|
2023
Q1 | $686K | Sell |
7,387
-232
| -3% | -$20.3K | 0.42% | 64 |
|
|
2022
Q4 | $623K | Sell |
7,619
-65
| -0.8% | -$4.94K | 0.44% | 75 |
|
|
2022
Q3 | $469K | Buy |
7,684
+1,267
| +20% | +$92.8K | 0.39% | 87 |
|
|
2022
Q2 | $448K | Buy |
6,417
+1,090
| +20% | +$79.8K | 0.35% | 97 |
|
|
2022
Q1 | $441K | Buy |
5,327
+714
| +15% | +$57.8K | 0.29% | 116 |
|
|
2021
Q4 | $402K | Sell |
4,613
-3
| -0.1% | -$282 | 0.25% | 124 |
|
|
2021
Q3 | $402K | Sell |
4,616
-6,041
| -57% | -$534K | 0.27% | 119 |
|
|
2021
Q2 | $830K | Sell |
10,657
-5,893
| -36% | -$461K | 0.53% | 64 |
|
|
2021
Q1 | $1.16M | Sell |
16,550
-376
| -2% | -$24.3K | 0.71% | 40 |
|
|
2020
Q4 | $1.01M | Hold |
16,926
| – | – | 0.8% | 31 |
|
|
2020
Q3 | $1.01M | Sell |
16,926
-575
| -3% | -$32.7K | 0.79% | 31 |
|
|
2020
Q2 | $967K | Buy |
17,501
+897
| +5% | +$47.5K | 0.8% | 29 |
|
|
2020
Q1 | $802K | Buy |
16,604
+3,176
| +24% | +$164K | 0.81% | 29 |
|
|
2019
Q4 | $711K | Buy |
13,428
+2,835
| +27% | +$156K | 0.5% | 60 |
|
|
2019
Q3 | $583K | Buy |
10,593
+3,391
| +47% | +$187K | 0.45% | 69 |
|
|
2019
Q2 | $410K | Sell |
7,202
-101
| -1% | -$5.46K | 0.32% | 101 |
|
|
2019
Q1 | $392K | Buy |
7,303
+1,949
| +36% | +$99.3K | 0.32% | 93 |
|
|
2018
Q4 | $276K | Hold |
5,354
| – | – | 0.22% | 132 |
|
|
2018
Q3 | $276K | Buy |
5,354
+371
| +7% | +$18K | 0.22% | 133 |
|
|
2018
Q2 | $220K | Buy |
+4,983
| New | +$230K | 0.2% | 141 |
|
Other funds holding ORCL
VCM
VPM
Ridgewood Investments's ORCL Position: Q1 2026 in Review
Ridgewood Investments opened a new position in Oracle (ORCL) in Q1 2026: 11,978 shares worth $1.76M. The stake represents 0.72% of the portfolio and ranks #35 among its holdings. This is a return to the name: Ridgewood Investments previously reported a position in ORCL as recently as Q3 2025.
Ridgewood Investments first reported a position in ORCL in Q2 2018 and has held it in 31 quarters since. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Ridgewood Investments held 11,978 shares of Oracle worth $1.76M as of Q1 2026.
- Oracle was a new Ridgewood Investments position in Q1 2026.
- Oracle made up 0.72% of Ridgewood Investments's portfolio in Q1 2026, its #35 holding.
- Ridgewood Investments first reported a position in Oracle in Q2 2018 and has held it in 31 quarters since.
- 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Ridgewood Investments's 13F filing for Q1 2026, filed 3 Apr 2026.