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Rothschild Investment LLC’s Oracle ORCL Stock Holding History

Rothschild Investment LLC’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 		$11.1M Buy
75,395
+1,519
+2% +$247K 0.58% 42
2025
Q4 		$14.4M Sell
73,876
-2,080
-3% -$495K 0.79% 27
2025
Q3 		$21.4M Sell
75,956
-9,782
-11% -$2.49M 1.21% 13
2025
Q2 		$18.7M Buy
85,738
+685
+0.8% +$111K 1.17% 15
2025
Q1 		$11.9M Sell
85,053
-759
-0.9% -$124K 0.8% 30
2024
Q4 		$14.3M Sell
85,812
-1,312
-2% -$233K 0.94% 21
2024
Q3 		$14.8M Sell
87,124
-1,681
-2% -$243K 0.97% 22
2024
Q2 		$12.5M Buy
88,805
+2,185
+3% +$271K 0.87% 25
2024
Q1 		$10.9M Buy
86,620
+7,389
+9% +$846K 0.79% 32
2023
Q4 		$8.35M Sell
79,231
-6,220
-7% -$679K 0.7% 36
2023
Q3 		$9.05M Sell
85,451
-588
-0.7% -$68.1K 0.76% 32
2023
Q2 		$10.2M Sell
86,039
-668
-0.8% -$69.1K 0.85% 29
2023
Q1 		$8.06M Sell
86,707
-3,191
-4% -$280K 0.7% 38
2022
Q4 		$7.35M Sell
89,898
-1,899
-2% -$144K 0.67% 40
2022
Q3 		$5.61M Sell
91,797
-2,695
-3% -$197K 0.55% 49
2022
Q2 		$6.6M Buy
94,492
+745
+0.8% +$54.5K 0.61% 46
2022
Q1 		$7.76M Buy
93,747
+2,099
+2% +$170K 0.61% 43
2021
Q4 		$7.99M Sell
91,648
-140
-0.2% -$13.1K 0.62% 48
2021
Q3 		$8M Sell
91,788
-1,580
-2% -$140K 0.67% 46
2021
Q2 		$7.27M Buy
93,368
+3,696
+4% +$289K 0.58% 51
2021
Q1 		$6.29M Buy
89,672
+5,835
+7% +$378K 0.54% 58
2020
Q4 		$5.42M Buy
83,837
+2,678
+3% +$159K 0.52% 59
2020
Q3 		$4.84M Buy
81,159
+1,385
+2% +$78.7K 0.53% 58
2020
Q2 		$4.41M Buy
79,774
+2,344
+3% +$124K 0.53% 58
2020
Q1 		$3.74M Sell
77,430
-1,145
-1% -$59.1K 0.49% 60
2019
Q4 		$4.16M Buy
78,575
+23,762
+43% +$1.31M 0.41% 67
2019
Q3 		$3.02M Buy
54,813
+3,445
+7% +$190K 0.35% 84
2019
Q2 		$2.93M Buy
51,368
+975
+2% +$52.8K 0.35% 80
2019
Q1 		$2.71M Buy
50,393
+2,823
+6% +$144K 0.32% 87
2018
Q4 		$2.15M Buy
47,570
+7,167
+18% +$343K 0.29% 98
2018
Q3 		$2.08M Sell
40,403
-6,735
-14% -$327K 0.25% 110
2018
Q2 		$2.08M Buy
47,138
+7,735
+20% +$356K 0.26% 106
2018
Q1 		$1.8M Buy
39,403
+8,310
+27% +$413K 0.23% 105
2017
Q4 		$1.47M Sell
31,093
-1,327
-4% -$65.1K 0.16% 151
2017
Q3 		$1.57M Sell
32,420
-301
-0.9% -$15K 0.18% 141
2017
Q2 		$1.64M Sell
32,721
-1,589
-5% -$72.4K 0.19% 136
2017
Q1 		$1.53M Buy
34,310
+635
+2% +$26.4K 0.18% 143
2016
Q4 		$1.29M Sell
33,675
-35,865
-52% -$1.4M 0.16% 159
2016
Q3 		$2.73M Buy
69,540
+38,232
+122% +$1.56M 0.33% 85
2016
Q2 		$1.28M Hold
31,308
– – 0.16% 148
2016
Q1 		$1.28M Buy
31,308
+473
+2% +$17.5K 0.16% 145
2015
Q4 		$1.13M Sell
30,835
-2,361
-7% -$90.2K 0.14% 165
2015
Q3 		$1.2M Sell
33,196
-30
-0.1% -$1.15K 0.16% 151
2015
Q2 		$1.34M Sell
33,226
-1,992
-6% -$86.4K 0.16% 157
2015
Q1 		$1.52M Sell
35,218
-1,159
-3% -$50.2K 0.18% 129
2014
Q4 		$1.64M Sell
36,377
-770
-2% -$31.3K 0.2% 118
2014
Q3 		$1.42M Sell
37,147
-1,799
-5% -$72.8K 0.17% 136
2014
Q2 		$1.58M Sell
38,946
-111
-0.3% -$4.57K 0.2% 122
2014
Q1 		$1.6M Sell
39,057
-700
-2% -$26.6K 0.22% 114
2013
Q4 		$1.52M Sell
39,757
-450
-1% -$15.5K 0.21% 111
2013
Q3 		$1.33M Sell
40,207
-6,300
-14% -$204K 0.2% 115
2013
Q2 		$1.43M Buy
+46,507
New +$1.54M 0.23% 106

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

Rothschild Investment LLC's ORCL Position: Q1 2026 in Review

Rothschild Investment LLC increased its Oracle (ORCL) stake by 2.1% in Q1 2026, buying an estimated $247K and bringing the position to 75,395 shares worth $11.1M. The position accounts for 0.58% of the portfolio, ranked #42.

Rothschild Investment LLC first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $21.4M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Rothschild Investment LLC held 75,395 shares of Oracle worth $11.1M as of Q1 2026.
  • Rothschild Investment LLC bought 1,519 Oracle shares in Q1 2026, an estimated $247K.
  • Oracle made up 0.58% of Rothschild Investment LLC's portfolio in Q1 2026, its #42 holding.
  • Rothschild Investment LLC first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Rothschild Investment LLC's Oracle position peaked at $21.4M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Rothschild Investment LLC's 13F filing for Q1 2026, filed 7 May 2026.