Smith Shellnut Wilson’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.7M | Buy |
66,569
+1,244
| +2% | +$317K | 7.19% | 3 |
|
|
2025
Q2 | $14.3M | Hold |
65,325
| – | – | 6.19% | 3 |
|
|
2025
Q1 | $9.13M | Hold |
65,325
| – | – | 4.19% | 7 |
|
|
2024
Q4 | $10.9M | Hold |
65,325
| – | – | 4.82% | 5 |
|
|
2024
Q3 | $11.1M | Hold |
65,325
| – | – | 5.03% | 5 |
|
|
2024
Q2 | $9.22M | Sell |
65,325
-500
| -0.8% | -$62.1K | 4.48% | 6 |
|
|
2024
Q1 | $8.27M | Hold |
65,825
| – | – | 4.38% | 6 |
|
|
2023
Q4 | $6.94M | Hold |
65,825
| – | – | 3.98% | 6 |
|
|
2023
Q3 | $6.97M | Hold |
65,825
| – | – | 4.27% | 6 |
|
|
2023
Q2 | $7.84M | Hold |
65,825
| – | – | 4.42% | 5 |
|
|
2023
Q1 | $6.12M | Hold |
65,825
| – | – | 3.72% | 5 |
|
|
2022
Q4 | $5.38M | Sell |
65,825
-1,049
| -2% | -$79.7K | 3.32% | 7 |
|
|
2022
Q3 | $4.08M | Buy |
66,874
+5
| +0% | +$366 | 2.72% | 11 |
|
|
2022
Q2 | $4.67M | Buy |
66,869
+4
| +0% | +$293 | 2.89% | 9 |
|
|
2022
Q1 | $5.53M | Sell |
66,865
-121
| -0.2% | -$9.8K | 2.9% | 9 |
|
|
2021
Q4 | $5.84M | Sell |
66,986
-281
| -0.4% | -$26.4K | 2.89% | 7 |
|
|
2021
Q3 | $5.86M | Buy |
67,267
+5
| +0% | +$442 | 3.39% | 6 |
|
|
2021
Q2 | $5.24M | Buy |
67,262
+5
| +0% | +$391 | 3.05% | 6 |
|
|
2021
Q1 | $4.72M | Sell |
67,257
-10,471
| -13% | -$678K | 2.88% | 8 |
|
|
2020
Q4 | $5.03M | Buy |
77,728
+5
| +0% | +$298 | 3% | 9 |
|
|
2020
Q3 | $4.64K | Buy |
77,723
+6
| +0% | +$341 | 1.73% | 14 |
|
|
2020
Q2 | $4.29M | Buy |
77,717
+6
| +0% | +$318 | 3.08% | 10 |
|
|
2020
Q1 | $3.76M | Sell |
77,711
-957
| -1% | -$49.4K | 3.15% | 10 |
|
|
2019
Q4 | $4.17M | Sell |
78,668
-60
| -0.1% | -$3.3K | 2.78% | 8 |
|
|
2019
Q3 | $4.33M | Buy |
78,728
+5
| +0% | +$276 | 3.21% | 8 |
|
|
2019
Q2 | $4.49M | Buy |
78,723
+6
| +0% | +$325 | 3.37% | 7 |
|
|
2019
Q1 | $4.23M | Buy |
78,717
+968
| +1% | +$49.3K | 3.35% | 6 |
|
|
2018
Q4 | $3.51M | Sell |
77,749
-151
| -0.2% | -$7.24K | 3.76% | 6 |
|
|
2018
Q3 | $4.02M | Buy |
+77,900
| New | +$3.78M | 3.6% | 6 |
|
|
2018
Q1 | $3.56M | Buy |
77,888
+5
| +0% | +$249 | 3.06% | 9 |
|
|
2017
Q4 | $3.68M | Buy |
77,883
+6
| +0% | +$294 | 3.12% | 7 |
|
|
2017
Q3 | $3.77M | Buy |
77,877
+28
| +0% | +$1.39K | 3.32% | 7 |
|
|
2017
Q2 | $3.19M | Sell |
77,849
-17
| -0% | -$775 | 3.31% | 8 |
|
|
2017
Q1 | $3.47M | Buy |
77,866
+6
| +0% | +$250 | 3.2% | 6 |
|
|
2016
Q4 | $2.99M | Buy |
+77,860
| New | +$3.05M | 2.88% | 6 |
|
Other funds holding ORCL
Smith Shellnut Wilson's ORCL Position: Q3 2025 in Review
Smith Shellnut Wilson increased its Oracle (ORCL) stake by 1.9% in Q3 2025, buying an estimated $317K and bringing the position to 66,569 shares worth $18.7M. The position accounts for 7.19% of the portfolio, ranked #3.
Smith Shellnut Wilson first reported a position in ORCL in Q4 2016 and has held it in 35 quarters since. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.
- Smith Shellnut Wilson held 66,569 shares of Oracle worth $18.7M as of Q3 2025.
- Smith Shellnut Wilson bought 1,244 Oracle shares in Q3 2025, an estimated $317K.
- Oracle made up 7.19% of Smith Shellnut Wilson's portfolio in Q3 2025, its #3 holding.
- Smith Shellnut Wilson first reported a position in Oracle in Q4 2016 and has held it in 35 quarters since.
- 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.
Based on Smith Shellnut Wilson's 13F filing for Q3 2025, filed 27 Oct 2025.