Simon Quick Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $532K | Buy |
3,631
+1,738
| +92% | +$315K | 0.02% | 264 |
|
|
2026
Q1 | $278K | Sell |
1,893
-1,288
| -40% | -$209K | 0.01% | 316 |
|
|
2025
Q4 | $620K | Buy |
3,181
+295
| +10% | +$70.2K | 0.03% | 234 |
|
|
2025
Q3 | $812K | Buy |
2,886
+1,449
| +101% | +$369K | 0.04% | 212 |
|
|
2025
Q2 | $314K | Sell |
1,437
-7,089
| -83% | -$1.14M | 0.02% | 298 |
|
|
2025
Q1 | $1.19M | Buy |
8,526
+1,320
| +18% | +$215K | 0.07% | 149 |
|
|
2024
Q4 | $1.2M | Buy |
7,206
+856
| +13% | +$152K | 0.07% | 124 |
|
|
2024
Q3 | $1.08M | Buy |
6,350
+1,405
| +28% | +$204K | 0.07% | 139 |
|
|
2024
Q2 | $698K | Sell |
4,945
-4,071
| -45% | -$506K | 0.05% | 171 |
|
|
2024
Q1 | $1.13M | Buy |
9,016
+5,730
| +174% | +$656K | 0.08% | 119 |
|
|
2023
Q4 | $346K | Sell |
3,286
-36
| -1% | -$3.93K | 0.03% | 218 |
|
|
2023
Q3 | $352K | Buy |
3,322
+349
| +12% | +$40.4K | 0.03% | 212 |
|
|
2023
Q2 | $354K | Buy |
2,973
+288
| +11% | +$29.8K | 0.03% | 191 |
|
|
2023
Q1 | $249K | Buy |
+2,685
| New | +$235K | 0.03% | 234 |
|
|
2021
Q1 | – | Sell |
-1,103
| Closed | -$71K | – | 466 |
|
|
2020
Q4 | $71K | Sell |
1,103
-328
| -23% | -$19.5K | 0.02% | 168 |
|
|
2020
Q3 | $85K | Buy |
1,431
+474
| +50% | +$26.9K | 0.02% | 145 |
|
|
2020
Q2 | $53K | Buy |
957
+143
| +18% | +$7.58K | 0.02% | 186 |
|
|
2020
Q1 | $39K | Sell |
814
-337
| -29% | -$17.4K | 0.01% | 218 |
|
|
2019
Q4 | $61K | Buy |
1,151
+425
| +59% | +$23.4K | 0.02% | 194 |
|
|
2019
Q3 | $40K | Buy |
+726
| New | +$40.1K | 0.02% | 197 |
|
|
2019
Q2 | – | Sell |
-600
| Closed | -$32K | – | 570 |
|
|
2019
Q1 | $32K | Hold |
600
| – | – | 0.01% | 253 |
|
|
2018
Q4 | $27K | Buy |
600
+413
| +221% | +$19.8K | 0.01% | 236 |
|
|
2018
Q3 | $10K | Hold |
187
| – | – | ﹤0.01% | 242 |
|
|
2018
Q2 | $8K | Hold |
187
| – | – | ﹤0.01% | 275 |
|
|
2018
Q1 | $9K | Sell |
187
-10,925
| -98% | -$543K | ﹤0.01% | 243 |
|
|
2017
Q4 | $573K | Sell |
11,112
-9,948
| -47% | -$488K | 0.26% | 45 |
|
|
2017
Q3 | $1.02M | Buy |
+21,060
| New | +$1.05M | 0.37% | 43 |
|
|
2017
Q2 | – | Sell |
-2,200
| Closed | -$98K | – | 350 |
|
|
2017
Q1 | $98K | Sell |
2,200
-2,377
| -52% | -$99K | 0.06% | 117 |
|
|
2016
Q4 | $176K | Buy |
+4,577
| New | +$179K | 0.13% | 94 |
|
Other funds holding ORCL
Simon Quick Advisors's ORCL Position: Q2 2026 in Review
Simon Quick Advisors increased its Oracle (ORCL) stake by 92% in Q2 2026, buying an estimated $315K and bringing the position to 3,631 shares worth $532K. The position accounts for 0.02% of the portfolio, ranked #264.
Simon Quick Advisors first reported a position in ORCL in Q4 2016 and has held it in 29 quarters since. The position peaked at $1.2M in Q4 2024. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Simon Quick Advisors held 3,631 shares of Oracle worth $532K as of Q2 2026.
- Simon Quick Advisors bought 1,738 Oracle shares in Q2 2026, an estimated $315K.
- Oracle made up 0.02% of Simon Quick Advisors's portfolio in Q2 2026, its #264 holding.
- Simon Quick Advisors first reported a position in Oracle in Q4 2016 and has held it in 29 quarters since.
- Simon Quick Advisors's Oracle position peaked at $1.2M in Q4 2024.
- 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.