SimplyRich’s Oracle ORCL Stock Holding History

SimplyRich’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	$605K	Hold	4,113	–	–	0.15%	131
2025 Q4	$801K	Hold	4,113	–	–	0.21%	94
2025 Q3	$1.16M	Hold	4,113	–	–	0.31%	76
2025 Q2	$899K	Hold	4,113	–	–	0.25%	87
2025 Q1	$575K	Hold	4,113	–	–	0.17%	119
2024 Q4	$685K	Hold	4,113	–	–	0.2%	100
2024 Q3	$700K	Hold	4,113	–	–	0.2%	104
2024 Q2	$580K	Hold	4,113	–	–	0.18%	105
2024 Q1	$517K	Hold	4,113	–	–	0.17%	112
2023 Q4	$434K	Hold	4,113	–	–	0.15%	121
2023 Q3	$435K	Hold	4,113	–	–	0.21%	100
2023 Q2	$489K	Hold	4,113	–	–	0.17%	115
2023 Q1	$382K	Hold	4,113	–	–	0.14%	125
2022 Q4	$336K	Hold	4,113	–	–	0.13%	133
2022 Q3	$251K	Hold	4,113	–	–	0.11%	141
2022 Q2	$287K	Hold	4,113	–	–	0.12%	135
2022 Q1	$340K	Hold	4,113	–	–	0.12%	138
2021 Q4	$359K	Hold	4,113	–	–	0.12%	135
2021 Q3	$358K	Hold	4,113	–	–	0.13%	133
2021 Q2	$320K	Hold	4,113	–	–	0.15%	126
2021 Q1	$289K	Hold	4,113	–	–	0.11%	138
2020 Q4	$266K	Hold	4,113	–	–	0.12%	133
2020 Q3	$246K	Hold	4,113	–	–	0.12%	130
2020 Q2	$225K	Hold	4,113	–	–	0.12%	130
2020 Q1	$207K	Hold	4,113	–	–	0.14%	115
2019 Q4	$217K	Hold	4,113	–	–	0.11%	145
2019 Q3	$222K	Hold	4,113	–	–	0.12%	141
2019 Q2	$234K	Buy	+4,113	New	+$223K	0.13%	143
2018 Q4	–	Sell	-4,113	Closed	-$212K	–	123
2018 Q3	$212K	Buy	+4,113	New	+$200K	0.12%	155

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

SimplyRich's ORCL Position: Q1 2026 in Review

SimplyRich held its Oracle (ORCL) position steady in Q1 2026 at 4,113 shares worth $605K. The position accounts for 0.15% of the portfolio, ranked #131.

SimplyRich first reported a position in ORCL in Q3 2018 and has held it in 29 quarters since. The position peaked at $1.16M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

SimplyRich held 4,113 shares of Oracle worth $605K as of Q1 2026.
SimplyRich left its Oracle share count unchanged in Q1 2026.
Oracle made up 0.15% of SimplyRich's portfolio in Q1 2026, its #131 holding.
SimplyRich first reported a position in Oracle in Q3 2018 and has held it in 29 quarters since.
SimplyRich's Oracle position peaked at $1.16M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.