Roman Butler Fullerton & Co’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
$2.31M Buy
16,083
+883
+6% +$144K 0.64% 36
2025
Q4
$2.71M Buy
15,200
+200
+1% +$47.6K 0.71% 31
2025
Q3
$4.13M Buy
15,000
+22
+0.1% +$5.6K 1.11% 20
2025
Q2
$3.67M Sell
14,978
-135
-0.9% -$21.8K 1.08% 21
2025
Q1
$2.02M Buy
15,113
+181
+1% +$29.5K 0.79% 25
2024
Q4
$2.36M Buy
14,932
+292
+2% +$51.9K 0.75% 32
2024
Q3
$2.55M Buy
14,640
+68
+0.5% +$9.85K 0.77% 31
2024
Q2
$2.07M Buy
14,572
+25
+0.2% +$3.1K 0.67% 37
2024
Q1
$1.67M Sell
14,547
-169
-1% -$19.3K 0.62% 37
2023
Q4
$1.69M Sell
14,716
-2
-0% -$218 0.66% 36
2023
Q3
$1.59M Buy
14,718
+7
+0% +$810 0.75% 34
2023
Q2
$1.75M Sell
14,711
-152
-1% -$15.7K 0.8% 30
2023
Q1
$1.4M Sell
14,863
-421
-3% -$36.9K 0.7% 36
2022
Q4
$1.35M Sell
15,284
-220
-1% -$16.7K 0.7% 41
2022
Q3
$968K Sell
15,504
-210
-1% -$15.4K 0.62% 51
2022
Q2
$1.11M Sell
15,714
-370
-2% -$27.1K 0.62% 45
2022
Q1
$1.33M Sell
16,084
-520
-3% -$42.1K 0.62% 45
2021
Q4
$1.45M Sell
16,604
-2
-0% -$188 0.64% 47
2021
Q3
$1.6M Sell
16,606
-796
-5% -$70.3K 0.75% 41
2021
Q2
$1.35M Buy
17,402
+34
+0.2% +$2.66K 0.66% 47
2021
Q1
$1.36M Buy
17,368
+33
+0.2% +$2.14K 0.68% 41
2020
Q4
$1.12M Buy
17,335
+33
+0.2% +$1.96K 0.66% 48
2020
Q3
$1.03M Sell
17,302
-329
-2% -$18.7K 0.68% 48
2020
Q2
$974K Sell
17,631
-296
-2% -$15.7K 0.69% 51
2020
Q1
$866K Sell
17,927
-1,098
-6% -$56.7K 0.76% 45
2019
Q4
$1.01M Sell
19,025
-634
-3% -$34.9K 0.67% 47
2019
Q3
$1.08M Sell
19,659
-47
-0.2% -$2.6K 0.75% 39
2019
Q2
$1.07M Sell
19,706
-749
-4% -$40.5K 0.72% 40
2019
Q1
$1.1M Buy
20,455
+342
+2% +$17.4K 0.77% 34
2018
Q4
$962K Buy
+20,113
New +$964K 0.82% 30

Other funds holding ORCL

Roman Butler Fullerton & Co's ORCL Position: Q1 2026 in Review

Roman Butler Fullerton & Co increased its Oracle (ORCL) stake by 5.8% in Q1 2026, buying an estimated $144K and bringing the position to 16,083 shares worth $2.31M. The position accounts for 0.64% of the portfolio, ranked #36.

Roman Butler Fullerton & Co first reported a position in ORCL in Q4 2018 and has held it in 30 quarters since. The position peaked at $4.13M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Roman Butler Fullerton & Co held 16,083 shares of Oracle worth $2.31M as of Q1 2026.
  • Roman Butler Fullerton & Co bought 883 Oracle shares in Q1 2026, an estimated $144K.
  • Oracle made up 0.64% of Roman Butler Fullerton & Co's portfolio in Q1 2026, its #36 holding.
  • Roman Butler Fullerton & Co first reported a position in Oracle in Q4 2018 and has held it in 30 quarters since.
  • Roman Butler Fullerton & Co's Oracle position peaked at $4.13M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q1 2026, filed 30 Apr 2026.