SRM
ORCL icon

Shelter Rock Management’s Oracle ORCL Stock Holding History

Shelter Rock Management’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
Q3 		– Sell
-1,370
Closed -$201K – 42
2026
Q2 		$201K Hold
1,370
– – 0.19% 36
2026
Q1 		$202K Hold
1,370
– – 0.21% 34
2025
Q4 		$267K Buy
+1,370
New +$326K 0.27% 34

Other funds holding ORCL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Shelter Rock Management's ORCL Position: Q3 2026 in Review

Shelter Rock Management sold out of Oracle (ORCL) in Q3 2026, closing a stake of 1,370 shares — an estimated $201K sold.

Shelter Rock Management first reported a position in ORCL in Q4 2025 and held it in 3 quarters. The position peaked at $267K in Q4 2025. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Shelter Rock Management reported no remaining Oracle position as of Q3 2026 after selling out during the quarter.
  • Shelter Rock Management sold 1,370 Oracle shares in Q3 2026, an estimated $201K.
  • Shelter Rock Management first reported a position in Oracle in Q4 2025 and held it in 3 quarters.
  • Shelter Rock Management's Oracle position peaked at $267K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Shelter Rock Management's 13F filing for Q3 2026, filed 9 Oct 2026.