Sittner & Nelson’s Oracle ORCL Stock Holding History

Sittner & Nelson’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	$275K	Sell	1,868 -15	-0.8%	-$2.44K	0.1%	138
2025 Q4	$269K	Sell	1,883 -175	-9%	-$41.7K	0.1%	138
2025 Q3	$579K	Hold	2,058	–	–	0.21%	73
2025 Q2	$450K	Buy	2,058 +1	+0%	+$161	0.18%	86
2025 Q1	$288K	Buy	2,057 +50	+2%	+$8.14K	0.12%	115
2024 Q4	$334K	Buy	2,007 +158	+9%	+$28.1K	0.14%	92
2024 Q3	$315K	Hold	1,849	–	–	0.14%	97
2024 Q2	$261K	Buy	1,849 +173	+10%	+$21.5K	0.13%	95
2024 Q1	$211K	Sell	1,676 -124	-7%	-$14.2K	0.11%	112
2023 Q4	$190K	Hold	1,800	–	–	0.1%	115
2023 Q3	$191K	Hold	1,800	–	–	0.11%	108
2023 Q2	$214K	Hold	1,800	–	–	0.12%	103
2023 Q1	$167K	Buy	1,800 +481	+36%	+$42.2K	0.1%	127
2022 Q4	$108K	Hold	1,319	–	–	0.07%	159
2022 Q3	$81K	Sell	1,319 -364	-22%	-$26.6K	0.05%	169
2022 Q2	$118K	Buy	1,683 +300	+22%	+$22K	0.08%	132
2022 Q1	$114K	Hold	1,383	–	–	0.07%	138
2021 Q4	$121K	Hold	1,383	–	–	0.07%	134
2021 Q3	$120K	Hold	1,383	–	–	0.08%	129
2021 Q2	$108K	Hold	1,383	–	–	0.08%	126
2021 Q1	$97K	Hold	1,383	–	–	0.07%	127
2020 Q4	$89K	Buy	+1,383	New	+$82.3K	0.08%	121

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

Sittner & Nelson's ORCL Position: Q1 2026 in Review

Sittner & Nelson reduced its Oracle (ORCL) stake by 0.8% in Q1 2026, selling an estimated $2.44K and leaving 1,868 shares worth $275K. The position accounts for 0.1% of the portfolio, ranked #138.

Sittner & Nelson first reported a position in ORCL in Q4 2020 and has held it in 22 quarters since. The position peaked at $579K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Sittner & Nelson held 1,868 shares of Oracle worth $275K as of Q1 2026.
Sittner & Nelson sold 15 Oracle shares in Q1 2026, an estimated $2.44K.
Oracle made up 0.1% of Sittner & Nelson's portfolio in Q1 2026, its #138 holding.
Sittner & Nelson first reported a position in Oracle in Q4 2020 and has held it in 22 quarters since.
Sittner & Nelson's Oracle position peaked at $579K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Sittner & Nelson's 13F filing for Q1 2026, filed 12 May 2026.