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Sigma Planning Corp’s Oracle ORCL Stock Holding History

Sigma Planning Corp’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 		$4.25M Sell
28,918
-2,584
-8% -$420K 0.12% 189
2025
Q4 		$6.14M Sell
31,502
-2,030
-6% -$483K 0.17% 114
2025
Q3 		$9.43M Buy
33,532
+223
+0.7% +$56.8K 0.27% 65
2025
Q2 		$7.28M Sell
33,309
-3,037
-8% -$490K 0.22% 82
2025
Q1 		$5.08M Buy
36,346
+6,511
+22% +$1.06M 0.16% 124
2024
Q4 		$4.97M Sell
29,835
-2,516
-8% -$447K 0.16% 129
2024
Q3 		$5.51M Buy
32,351
+1,017
+3% +$147K 0.17% 117
2024
Q2 		$4.42M Sell
31,334
-1,506
-5% -$187K 0.14% 141
2024
Q1 		$4.13M Buy
32,840
+20,418
+164% +$2.34M 0.13% 162
2023
Q4 		$1.31M Sell
12,422
-15,385
-55% -$1.68M 0.1% 211
2023
Q3 		$2.95M Buy
27,807
+2,988
+12% +$346K 0.11% 186
2023
Q2 		$2.96M Sell
24,819
-4,929
-17% -$510K 0.11% 204
2023
Q1 		$2.76M Buy
29,748
+171
+0.6% +$15K 0.09% 227
2022
Q4 		$2.42M Sell
29,577
-1,727
-6% -$131K 0.09% 240
2022
Q3 		$1.91M Buy
31,304
+400
+1% +$29.3K 0.07% 265
2022
Q2 		$2.16M Buy
30,904
+1,196
+4% +$87.5K 0.08% 257
2022
Q1 		$2.46M Sell
29,708
-614
-2% -$49.7K 0.07% 265
2021
Q4 		$2.64M Sell
30,322
-496
-2% -$46.6K 0.07% 271
2021
Q3 		$2.69M Sell
30,818
-1,763
-5% -$156K 0.08% 260
2021
Q2 		$2.54M Sell
32,581
-8,972
-22% -$702K 0.08% 278
2021
Q1 		$2.92M Buy
41,553
+7,920
+24% +$513K 0.09% 245
2020
Q4 		$2.18M Sell
33,633
-912
-3% -$54.3K 0.07% 265
2020
Q3 		$2.06M Buy
34,545
+14,909
+76% +$847K 0.08% 241
2020
Q2 		$1.08M Sell
19,636
-149
-0.8% -$7.89K 0.05% 367
2020
Q1 		$956K Sell
19,785
-1,040
-5% -$53.7K 0.06% 332
2019
Q4 		$1.1M Hold
20,825
– – 0.05% 381
2019
Q3 		$1.15M Sell
20,825
-1,502
-7% -$83K 0.06% 342
2019
Q2 		$1.27M Sell
22,327
-288
-1% -$15.6K 0.07% 298
2019
Q1 		$1.22M Sell
22,615
-263
-1% -$13.4K 0.07% 276
2018
Q4 		$1.03M Sell
22,878
-803
-3% -$38.5K 0.08% 255
2018
Q3 		$1.22M Sell
23,681
-136
-0.6% -$6.61K 0.07% 259
2018
Q2 		$1.05M Buy
23,817
+426
+2% +$19.6K 0.07% 271
2018
Q1 		$1.07M Sell
23,391
-2,261
-9% -$112K 0.08% 256
2017
Q4 		$1.21M Buy
25,652
+499
+2% +$24.5K 0.09% 231
2017
Q3 		$1.22M Buy
25,153
+1,191
+5% +$59.3K 0.1% 223
2017
Q2 		$1.2M Buy
23,962
+586
+3% +$26.7K 0.11% 212
2017
Q1 		$1.04M Buy
23,376
+1,188
+5% +$49.5K 0.1% 232
2016
Q4 		$853K Buy
22,188
+188
+0.9% +$7.35K 0.09% 234
2016
Q3 		$864K Sell
22,000
-118
-0.5% -$4.81K 0.1% 224
2016
Q2 		$905K Sell
22,118
-190
-0.9% -$7.59K 0.12% 196
2016
Q1 		$913K Sell
22,308
-614
-3% -$22.7K 0.12% 202
2015
Q4 		$837K Buy
22,922
+505
+2% +$19.3K 0.12% 207
2015
Q3 		$810K Buy
22,417
+330
+1% +$12.7K 0.13% 194
2015
Q2 		$890K Sell
22,087
-2,737
-11% -$119K 0.12% 203
2015
Q1 		$1.07M Buy
24,824
+832
+3% +$36.1K 0.14% 176
2014
Q4 		$1.08M Buy
+23,992
New +$976K 0.14% 168

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

Sigma Planning Corp's ORCL Position: Q1 2026 in Review

Sigma Planning Corp reduced its Oracle (ORCL) stake by 8.2% in Q1 2026, selling an estimated $420K and leaving 28,918 shares worth $4.25M. The position accounts for 0.12% of the portfolio, ranked #189.

Sigma Planning Corp first reported a position in ORCL in Q4 2014 and has held it in 46 quarters since. The position peaked at $9.43M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Sigma Planning Corp held 28,918 shares of Oracle worth $4.25M as of Q1 2026.
  • Sigma Planning Corp sold 2,584 Oracle shares in Q1 2026, an estimated $420K.
  • Oracle made up 0.12% of Sigma Planning Corp's portfolio in Q1 2026, its #189 holding.
  • Sigma Planning Corp first reported a position in Oracle in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's Oracle position peaked at $9.43M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.