SP Asset Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$15.4M Sell
105,003
-749
-0.7% -$122K 1.36% 20
2025
Q4
$20.6M Sell
105,752
-613
-0.6% -$146K 1.63% 17
2025
Q3
$29.9M Sell
106,365
-410
-0.4% -$104K 2.37% 10
2025
Q2
$23.3M Buy
106,775
+280
+0.3% +$45.2K 1.93% 15
2025
Q1
$14.9M Sell
106,495
-1,544
-1% -$251K 1.31% 21
2024
Q4
$18M Sell
108,039
-917
-0.8% -$163K 1.51% 16
2024
Q3
$18.6M Sell
108,956
-72
-0.1% -$10.4K 1.54% 16
2024
Q2
$15.4M Buy
109,028
+686
+0.6% +$85.2K 1.4% 22
2024
Q1
$13.6M Sell
108,342
-601
-0.6% -$68.8K 1.27% 26
2023
Q4
$11.5M Sell
108,943
-680
-0.6% -$74.2K 1.18% 26
2023
Q3
$11.6M Buy
109,623
+527
+0.5% +$61K 1.3% 25
2023
Q2
$13M Sell
109,096
-1,810
-2% -$187K 1.45% 24
2023
Q1
$10.3M Buy
110,906
+18
+0% +$1.58K 1.26% 26
2022
Q4
$9.06M Sell
110,888
-1,144
-1% -$86.9K 1.21% 26
2022
Q3
$6.84M Buy
112,032
+308
+0.3% +$22.5K 0.94% 31
2022
Q2
$7.81M Sell
111,724
-2,034
-2% -$149K 1% 30
2022
Q1
$9.41M Buy
113,758
+532
+0.5% +$43.1K 1.01% 28
2021
Q4
$9.18M Buy
113,226
+726
+0.6% +$68.2K 0.92% 30
2021
Q3
$10.8M Buy
112,500
+479
+0.4% +$42.3K 1.13% 26
2021
Q2
$9.84M Sell
112,021
-30
-0% -$2.35K 1.08% 23
2021
Q1
$8.8M Sell
112,051
-409
-0.4% -$26.5K 1.09% 23
2020
Q4
$7.15M Sell
112,460
-8,086
-7% -$481K 0.99% 26
2020
Q3
$6.83M Buy
120,546
+551
+0.5% +$31.3K 1.05% 21
2020
Q2
$6.63M Sell
119,995
-8,257
-6% -$437K 1.39% 19
2020
Q1
$6.2M Sell
128,252
-305
-0.2% -$15.7K 1.69% 14
2019
Q4
$6.81M Sell
128,557
-1,028
-0.8% -$56.6K 1.56% 17
2019
Q3
$7.13M Buy
129,585
+289
+0.2% +$16K 1.83% 15
2019
Q2
$7.37M Sell
129,296
-509
-0.4% -$27.5K 1.88% 14
2019
Q1
$6.97M Sell
129,805
-332
-0.3% -$16.9K 1.9% 13
2018
Q4
$5.88M Sell
130,137
-3,338
-3% -$160K 1.79% 15
2018
Q3
$6.79M Sell
133,475
-1,251
-0.9% -$60.8K 1.93% 15
2018
Q2
$6.16M Buy
+134,726
New +$6.21M 1.68% 16

Other funds holding ORCL

SP Asset Management's ORCL Position: Q1 2026 in Review

SP Asset Management reduced its Oracle (ORCL) stake by 0.71% in Q1 2026, selling an estimated $122K and leaving 105,003 shares worth $15.4M. The position accounts for 1.36% of the portfolio, ranked #20.

SP Asset Management first reported a position in ORCL in Q2 2018 and has held it in 32 quarters since. The position peaked at $29.9M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • SP Asset Management held 105,003 shares of Oracle worth $15.4M as of Q1 2026.
  • SP Asset Management sold 749 Oracle shares in Q1 2026, an estimated $122K.
  • Oracle made up 1.36% of SP Asset Management's portfolio in Q1 2026, its #20 holding.
  • SP Asset Management first reported a position in Oracle in Q2 2018 and has held it in 32 quarters since.
  • SP Asset Management's Oracle position peaked at $29.9M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on SP Asset Management's 13F filing for Q1 2026, filed 7 May 2026.