Ritholtz 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 | $10.2M | Sell |
69,484
-5,737
| -8% | -$933K | 0.18% | 70 |
|
|
2025
Q4 | $14.7M | Sell |
75,221
-1,645
| -2% | -$392K | 0.27% | 43 |
|
|
2025
Q3 | $21.6M | Buy |
76,866
+2,191
| +3% | +$558K | 0.42% | 33 |
|
|
2025
Q2 | $16.3M | Buy |
74,675
+2,794
| +4% | +$451K | 0.36% | 34 |
|
|
2025
Q1 | $10M | Buy |
71,881
+486
| +0.7% | +$79.1K | 0.3% | 41 |
|
|
2024
Q4 | $11.9M | Sell |
71,395
-1,461
| -2% | -$260K | 0.35% | 38 |
|
|
2024
Q3 | $12.4M | Sell |
72,856
-10,256
| -12% | -$1.49M | 0.37% | 37 |
|
|
2024
Q2 | $11.7M | Sell |
83,112
-1,285
| -2% | -$160K | 0.39% | 38 |
|
|
2024
Q1 | $10.6M | Buy |
84,397
+446
| +0.5% | +$51K | 0.37% | 36 |
|
|
2023
Q4 | $8.85M | Sell |
83,951
-3,486
| -4% | -$380K | 0.34% | 37 |
|
|
2023
Q3 | $9.26M | Sell |
87,437
-4,821
| -5% | -$558K | 0.42% | 31 |
|
|
2023
Q2 | $11M | Buy |
92,258
+6,389
| +7% | +$661K | 0.49% | 28 |
|
|
2023
Q1 | $7.98M | Buy |
85,869
+233
| +0.3% | +$20.4K | 0.4% | 31 |
|
|
2022
Q4 | $7M | Buy |
85,636
+19,652
| +30% | +$1.49M | 0.39% | 36 |
|
|
2022
Q3 | $4.03M | Buy |
65,984
+10,194
| +18% | +$746K | 0.21% | 63 |
|
|
2022
Q2 | $3.9M | Sell |
55,790
-2,346
| -4% | -$172K | 0.25% | 49 |
|
|
2022
Q1 | $4.81M | Buy |
58,136
+5,595
| +11% | +$453K | 0.33% | 36 |
|
|
2021
Q4 | $4.58M | Buy |
52,541
+2,557
| +5% | +$240K | 0.28% | 36 |
|
|
2021
Q3 | $4.36M | Buy |
49,984
+4,960
| +11% | +$438K | 0.3% | 33 |
|
|
2021
Q2 | $3.5M | Buy |
45,024
+6,374
| +16% | +$499K | 0.25% | 42 |
|
|
2021
Q1 | $2.71M | Buy |
38,650
+7,452
| +24% | +$482K | 0.23% | 45 |
|
|
2020
Q4 | $2.02M | Buy |
31,198
+2,146
| +7% | +$128K | 0.19% | 59 |
|
|
2020
Q3 | $1.73M | Buy |
29,052
+3,101
| +12% | +$176K | 0.19% | 53 |
|
|
2020
Q2 | $1.43M | Buy |
25,951
+3,738
| +17% | +$198K | 0.18% | 49 |
|
|
2020
Q1 | $1.07M | Buy |
22,213
+2,896
| +15% | +$149K | 0.17% | 47 |
|
|
2019
Q4 | $1.02M | Buy |
19,317
+664
| +4% | +$36.6K | 0.15% | 51 |
|
|
2019
Q3 | $1.03M | Buy |
18,653
+642
| +4% | +$35.5K | 0.17% | 49 |
|
|
2019
Q2 | $1.03M | Buy |
18,011
+564
| +3% | +$30.5K | 0.18% | 41 |
|
|
2019
Q1 | $937K | Buy |
17,447
+1,154
| +7% | +$58.8K | 0.17% | 45 |
|
|
2018
Q4 | $736K | Sell |
16,293
-330
| -2% | -$15.8K | 0.17% | 47 |
|
|
2018
Q3 | $857K | Sell |
16,623
-2,223
| -12% | -$108K | 0.22% | 37 |
|
|
2018
Q2 | $830K | Sell |
18,846
-377
| -2% | -$17.4K | 0.23% | 39 |
|
|
2018
Q1 | $879K | Buy |
19,223
+2,413
| +14% | +$120K | 0.25% | 36 |
|
|
2017
Q4 | $795K | Buy |
16,810
+7,669
| +84% | +$376K | 0.24% | 51 |
|
|
2017
Q3 | $442K | Hold |
9,141
| – | – | 0.17% | 44 |
|
|
2017
Q2 | $458K | Buy |
+9,141
| New | +$417K | 0.19% | 40 |
|
|
2016
Q4 | $337K | Buy |
+8,768
| New | +$343K | 0.17% | 54 |
|
Other funds holding ORCL
VCM
VPM
Ritholtz Wealth Management's ORCL Position: Q1 2026 in Review
Ritholtz Wealth Management reduced its Oracle (ORCL) stake by 7.6% in Q1 2026, selling an estimated $933K and leaving 69,484 shares worth $10.2M. The position accounts for 0.18% of the portfolio, ranked #70.
Ritholtz Wealth Management first reported a position in ORCL in Q4 2016 and has held it in 37 quarters since. The position peaked at $21.6M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Ritholtz Wealth Management held 69,484 shares of Oracle worth $10.2M as of Q1 2026.
- Ritholtz Wealth Management sold 5,737 Oracle shares in Q1 2026, an estimated $933K.
- Oracle made up 0.18% of Ritholtz Wealth Management's portfolio in Q1 2026, its #70 holding.
- Ritholtz Wealth Management first reported a position in Oracle in Q4 2016 and has held it in 37 quarters since.
- Ritholtz Wealth Management's Oracle position peaked at $21.6M in Q3 2025.
- 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.