Shelton Capital Management’s Oracle ORCL Stock Holding History

Shelton Capital 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 Q1	$7.79M	Sell	52,923 -1,501	-3%	-$244K	0.17%	120
2025 Q4	$10.6M	Buy	54,424 +10,398	+24%	+$2.48M	0.21%	104
2025 Q3	$12.4M	Buy	44,026 +5,205	+13%	+$1.33M	0.27%	90
2025 Q2	$8.49M	Sell	38,821 -103,818	-73%	-$16.8M	0.2%	114
2025 Q1	$19.9M	Sell	142,639 -3,065	-2%	-$499K	0.48%	52
2024 Q4	$24.3M	Sell	145,704 -7,349	-5%	-$1.31M	0.6%	26
2024 Q3	$26.1M	Buy	153,053 +40	+0%	+$5.79K	0.67%	25
2024 Q2	$21.6M	Sell	153,013 -12,916	-8%	-$1.6M	0.59%	31
2024 Q1	$20.8M	Buy	165,929 +13,516	+9%	+$1.55M	0.59%	31
2023 Q4	$16.1M	Buy	152,413 +67,966	+80%	+$7.42M	0.51%	40
2023 Q3	$8.94M	Buy	84,447 +25,116	+42%	+$2.91M	0.33%	73
2023 Q2	$7.07M	Sell	59,331 -91,000	-61%	-$9.41M	0.25%	93
2023 Q1	$14M	Buy	150,331 +99,831	+198%	+$8.75M	0.58%	29
2022 Q4	$4.13M	Sell	50,500 -170,014	-77%	-$12.9M	0.43%	55
2022 Q3	$13.5M	Buy	220,514 +43,500	+25%	+$3.18M	0.64%	29
2022 Q2	$12.4M	Buy	177,014 +16,900	+11%	+$1.24M	0.56%	34
2022 Q1	$13.2M	Buy	160,114 +9,057	+6%	+$733K	0.49%	42
2021 Q4	$13.2M	Buy	151,057 +46,359	+44%	+$4.35M	0.47%	40
2021 Q3	$9.12M	Sell	104,698 -59,302	-36%	-$5.24M	0.36%	58
2021 Q2	$12.8M	Sell	164,000 -41,999	-20%	-$3.29M	0.48%	42
2021 Q1	$14.5M	Buy	205,999 +8,730	+4%	+$565K	0.5%	38
2020 Q4	$12.8M	Buy	197,269 +586	+0.3%	+$34.9K	0.57%	35
2020 Q3	$11.7M	Buy	196,683 +27,353	+16%	+$1.55M	0.49%	38
2020 Q2	$9.36M	Buy	169,330 +44,400	+36%	+$2.35M	0.52%	37
2020 Q1	$6.04M	Sell	124,930 -10,170	-8%	-$525K	0.44%	48
2019 Q4	$7.16M	Sell	135,100 -39,131	-22%	-$2.15M	0.4%	55
2019 Q3	$9.59M	Buy	174,231 +65,300	+60%	+$3.61M	0.57%	36
2019 Q2	$6.21M	Buy	108,931 +104,810	+2,543%	+$5.67M	0.36%	62
2019 Q1	$76.7K	Sell	4,121 -204,936	-98%	-$10.4M	0.3%	69
2018 Q4	$9.44M	Sell	209,057 -19,900	-9%	-$954K	0.64%	31
2018 Q3	$11.8M	Buy	228,957 +33,800	+17%	+$1.64M	0.67%	30
2018 Q2	$8.6M	Buy	195,157 +5,700	+3%	+$263K	0.53%	36
2018 Q1	$8.67M	Buy	189,457 +37,110	+24%	+$1.84M	0.57%	37
2017 Q4	$7.2M	Buy	152,347 +54,873	+56%	+$2.69M	0.46%	44
2017 Q3	$4.71M	Sell	97,474 -79,772	-45%	-$3.97M	0.32%	69
2017 Q2	$8.89M	Buy	177,246 +45,000	+34%	+$2.05M	0.63%	28
2017 Q1	$5.9M	Buy	132,246 +38,700	+41%	+$1.61M	0.41%	47
2016 Q4	$3.6M	Sell	93,546 -100	-0.1%	-$3.91K	0.27%	71
2016 Q3	$3.68M	Sell	93,646 -5,428	-5%	-$221K	0.31%	64
2016 Q2	$4.05M	Buy	99,074 +645	+0.7%	+$25.8K	0.36%	53
2016 Q1	$4.03M	Sell	98,429 -9,100	-8%	-$337K	0.36%	52
2015 Q4	$3.93M	Hold	107,529	–	–	0.38%	53
2015 Q3	$3.88M	Buy	107,529 +5,917	+6%	+$227K	0.43%	46
2015 Q2	$4.09M	Sell	101,612 -2,835	-3%	-$123K	0.42%	44
2015 Q1	$4.51M	Buy	104,447 +425	+0.4%	+$18.4K	0.49%	37
2014 Q4	$4.68M	Buy	104,022 +801	+0.8%	+$32.6K	0.54%	31
2014 Q3	$3.95M	Sell	103,221 -1,016	-1%	-$41.1K	0.53%	32
2014 Q2	$4.22M	Sell	104,237 -1,200	-1%	-$49.4K	0.59%	27
2014 Q1	$4.31M	Buy	105,437 +8,700	+9%	+$331K	0.63%	24
2013 Q4	$3.7M	Hold	96,737	–	–	0.56%	29
2013 Q3	$3.21M	Sell	96,737 -85,881	-47%	-$2.79M	0.54%	32
2013 Q2	$5.61M	Buy	+182,618	New	+$6.06M	1.02%	13

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shelton Capital Management's ORCL Position: Q1 2026 in Review

Shelton Capital Management reduced its Oracle (ORCL) stake by 2.8% in Q1 2026, selling an estimated $244K and leaving 52,923 shares worth $7.79M. The position accounts for 0.17% of the portfolio, ranked #120.

Shelton Capital Management first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $26.1M in Q3 2024. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Shelton Capital Management held 52,923 shares of Oracle worth $7.79M as of Q1 2026.
Shelton Capital Management sold 1,501 Oracle shares in Q1 2026, an estimated $244K.
Oracle made up 0.17% of Shelton Capital Management's portfolio in Q1 2026, its #120 holding.
Shelton Capital Management first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
Shelton Capital Management's Oracle position peaked at $26.1M in Q3 2024.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Shelton Capital Management's 13F filing for Q1 2026, filed 15 May 2026.