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Shufro Rose & Co’s Oracle ORCL Stock Holding History

Shufro Rose & Co’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 		$349K Sell
2,371
-121
-5% -$19.7K 0.02% 218
2025
Q4 		$486K Buy
2,492
+141
+6% +$33.6K 0.03% 184
2025
Q3 		$329K Hold
2,351
– – 0.03% 230
2025
Q2 		$329K Hold
2,351
– – 0.03% 225
2025
Q1 		$329K Hold
2,351
– – 0.03% 229
2024
Q4 		$392K Sell
2,351
-249
-10% -$44.2K 0.03% 199
2024
Q3 		$367K Hold
2,600
– – 0.03% 213
2024
Q2 		$367K Hold
2,600
– – 0.03% 213
2024
Q1 		$327K Sell
2,600
-101
-4% -$11.6K 0.03% 222
2023
Q4 		$286K Hold
2,701
– – 0.03% 223
2023
Q3 		$286K Hold
2,701
– – 0.03% 222
2023
Q2 		$322K Buy
2,701
+101
+4% +$10.4K 0.03% 216
2023
Q1 		$242K Sell
2,600
-660
-20% -$57.9K 0.02% 253
2022
Q4 		$266K Sell
3,260
-55
-2% -$4.18K 0.02% 257
2022
Q3 		$202K Hold
3,315
– – 0.02% 276
2022
Q2 		$232K Hold
3,315
– – 0.02% 259
2022
Q1 		$274K Buy
3,315
+40
+1% +$3.24K 0.02% 242
2021
Q4 		$286K Buy
3,275
+800
+32% +$75.1K 0.02% 234
2021
Q3 		$216K Buy
+2,475
New +$219K 0.02% 259

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

Shufro Rose & Co's ORCL Position: Q1 2026 in Review

Shufro Rose & Co reduced its Oracle (ORCL) stake by 4.9% in Q1 2026, selling an estimated $19.7K and leaving 2,371 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #218.

Shufro Rose & Co first reported a position in ORCL in Q3 2021 and has held it in 19 quarters since. The position peaked at $486K in Q4 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Shufro Rose & Co held 2,371 shares of Oracle worth $349K as of Q1 2026.
  • Shufro Rose & Co sold 121 Oracle shares in Q1 2026, an estimated $19.7K.
  • Oracle made up 0.02% of Shufro Rose & Co's portfolio in Q1 2026, its #218 holding.
  • Shufro Rose & Co first reported a position in Oracle in Q3 2021 and has held it in 19 quarters since.
  • Shufro Rose & Co's Oracle position peaked at $486K in Q4 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.