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Sitrin Capital Management’s Oracle ORCL Stock Holding History

Sitrin 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 		$6.57M Buy
44,677
+38,716
+649% +$6.29M 3.29% 12
2025
Q4 		$1.16M Sell
5,961
-50
-0.8% -$11.9K 0.55% 32
2025
Q3 		$1.69M Buy
6,011
+50
+0.8% +$12.7K 0.81% 31
2025
Q2 		$1.3M Sell
5,961
-88
-1% -$14.2K 0.66% 31
2025
Q1 		$846K Buy
6,049
+88
+1% +$14.3K 0.46% 32
2024
Q4 		$993K Hold
5,961
– – 0.5% 33
2024
Q3 		$1.02M Hold
5,961
– – 0.51% 31
2024
Q2 		$842K Hold
5,961
– – 0.45% 33
2024
Q1 		$749K Hold
5,961
– – 0.41% 32
2023
Q4 		$628K Hold
5,961
– – 0.37% 33
2023
Q3 		$631K Hold
5,961
– – 0.39% 33
2023
Q2 		$710K Sell
5,961
-193
-3% -$20K 0.4% 31
2023
Q1 		$572K Sell
6,154
-302
-5% -$26.5K 0.35% 31
2022
Q4 		$528K Sell
6,456
-65,559
-91% -$4.98M 0.34% 30
2022
Q3 		$4.4M Sell
72,015
-546
-0.8% -$40K 2.89% 20
2022
Q2 		$5.07M Sell
72,561
-1,415
-2% -$104K 3.23% 14
2022
Q1 		$6.12M Buy
73,976
+64
+0.1% +$5.18K 3.07% 14
2021
Q4 		$6.45M Buy
+73,912
New +$6.94M 3.03% 19

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

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

Sitrin Capital Management increased its Oracle (ORCL) stake by 649% in Q1 2026, buying an estimated $6.29M and bringing the position to 44,677 shares worth $6.57M. The position accounts for 3.29% of the portfolio, ranked #12.

Sitrin Capital Management first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Sitrin Capital Management held 44,677 shares of Oracle worth $6.57M as of Q1 2026.
  • Sitrin Capital Management bought 38,716 Oracle shares in Q1 2026, an estimated $6.29M.
  • Oracle made up 3.29% of Sitrin Capital Management's portfolio in Q1 2026, its #12 holding.
  • Sitrin Capital Management first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Sitrin Capital Management's 13F filing for Q1 2026, filed 22 Apr 2026.