Sageworth Trust’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 | – | Sell |
-1,200
| Closed | -$234K | – | 180 |
|
|
2025
Q4 | $234K | Sell |
1,200
-1,679
| -58% | -$400K | 0.01% | 125 |
|
|
2025
Q3 | $810K | Buy |
2,879
+1,679
| +140% | +$428K | 0.04% | 122 |
|
|
2025
Q2 | $262K | Buy |
+1,200
| New | +$194K | 0.01% | 90 |
|
|
2025
Q1 | – | Sell |
-1,256
| Closed | -$209K | – | 101 |
|
|
2024
Q4 | $209K | Buy |
1,256
+53
| +4% | +$9.41K | 0.01% | 94 |
|
|
2024
Q3 | $205K | Sell |
1,203
-246
| -17% | -$35.6K | 0.01% | 105 |
|
|
2024
Q2 | $205K | Buy |
+1,449
| New | +$180K | 0.01% | 107 |
|
|
2023
Q2 | – | Sell |
-1,260
| Closed | -$117K | – | 332 |
|
|
2023
Q1 | $117K | Buy |
1,260
+1,181
| +1,495% | +$104K | 0.01% | 103 |
|
|
2022
Q4 | $6K | Buy |
79
+19
| +32% | +$1.44K | ﹤0.01% | 240 |
|
|
2022
Q3 | $4K | Hold |
60
| – | – | ﹤0.01% | 272 |
|
|
2022
Q2 | $4K | Hold |
60
| – | – | ﹤0.01% | 304 |
|
|
2022
Q1 | $5K | Hold |
60
| – | – | ﹤0.01% | 251 |
|
|
2021
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 403 |
|
|
2021
Q3 | $5K | Hold |
60
| – | – | ﹤0.01% | 690 |
|
|
2021
Q2 | $5K | Sell |
60
-430
| -88% | -$33.7K | ﹤0.01% | 734 |
|
|
2021
Q1 | $34K | Sell |
490
-695
| -59% | -$45K | ﹤0.01% | 201 |
|
|
2020
Q4 | $77K | Buy |
+1,185
| New | +$70.5K | 0.01% | 95 |
|
|
2020
Q3 | – | Sell |
-22
| Closed | -$1K | – | 307 |
|
|
2020
Q2 | $1K | Sell |
22
-1,732
| -99% | -$91.8K | ﹤0.01% | 200 |
|
|
2020
Q1 | $85K | Hold |
1,754
| – | – | 0.01% | 64 |
|
|
2019
Q4 | $93K | Sell |
1,754
-3,434
| -66% | -$189K | 0.01% | 70 |
|
|
2019
Q3 | $285K | Sell |
5,188
-1,781
| -26% | -$98.4K | 0.03% | 46 |
|
|
2019
Q2 | $397K | Buy |
6,969
+6,892
| +8,951% | +$373K | 0.05% | 41 |
|
|
2019
Q1 | $4K | Buy |
77
+45
| +141% | +$2.29K | ﹤0.01% | 202 |
|
|
2018
Q4 | $1K | Buy |
+32
| New | +$1.53K | ﹤0.01% | 156 |
|
|
2018
Q2 | – | Sell |
-408
| Closed | -$19K | – | 191 |
|
|
2018
Q1 | $19K | Buy |
408
+325
| +392% | +$16.2K | ﹤0.01% | 51 |
|
|
2017
Q4 | $4K | Buy |
+83
| New | +$4.07K | ﹤0.01% | 70 |
|
|
2017
Q3 | – | Sell |
-1,690
| Closed | -$85K | – | 97 |
|
|
2017
Q2 | $85K | Buy |
+1,690
| New | +$77K | 0.02% | 39 |
|
|
2015
Q1 | – | Sell |
-11,051
| Closed | -$497K | – | 67 |
|
|
2014
Q4 | $497K | Buy |
+11,051
| New | +$450K | 0.15% | 57 |
|
Other funds holding ORCL
VCM
VPM
Sageworth Trust's ORCL Position: Q1 2026 in Review
Sageworth Trust sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,200 shares — an estimated $234K sold.
Sageworth Trust first reported a position in ORCL in Q4 2014 and held it in 27 quarters. The position peaked at $810K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Sageworth Trust reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
- Sageworth Trust sold 1,200 Oracle shares in Q1 2026, an estimated $234K.
- Sageworth Trust first reported a position in Oracle in Q4 2014 and held it in 27 quarters.
- Sageworth Trust's Oracle position peaked at $810K in Q3 2025.
- 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Sageworth Trust's 13F filing for Q1 2026, filed 29 Apr 2026.