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Sterling Investment Advisors (Pennsylvania)’s Oracle ORCL Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$1.14M Sell
7,771
-3,225
-29% -$524K 0.21% 95
2025
Q4 		$2.14M Sell
10,996
-100
-0.9% -$23.8K 0.39% 71
2025
Q3 		$3.12M Buy
11,096
+21
+0.2% +$5.35K 0.61% 52
2025
Q2 		$2.42M Sell
11,075
-1
-0% -$161 0.53% 57
2025
Q1 		$1.55M Buy
11,076
+475
+4% +$77.3K 0.37% 75
2024
Q4 		$1.77M Sell
10,601
-122
-1% -$21.7K 0.43% 66
2024
Q3 		$1.83M Buy
10,723
+200
+2% +$29K 0.46% 63
2024
Q2 		$1.49M Hold
10,523
– – 0.4% 65
2024
Q1 		$1.32M Buy
10,523
+1
+0% +$114 0.37% 69
2023
Q4 		$1.11M Hold
10,522
– – 0.35% 70
2023
Q3 		$1.11M Sell
10,522
-693
-6% -$80.2K 0.39% 66
2023
Q2 		$1.34M Sell
11,215
-100
-0.9% -$10.3K 0.44% 64
2023
Q1 		$1.05M Sell
11,315
-117
-1% -$10.3K 0.35% 71
2022
Q4 		$934K Buy
11,432
+61
+0.5% +$4.64K 0.33% 77
2022
Q3 		$694K Buy
11,371
+1,367
+14% +$100K 0.26% 90
2022
Q2 		$699K Buy
10,004
+600
+6% +$43.9K 0.24% 89
2022
Q1 		$778K Sell
9,404
-800
-8% -$64.8K 0.22% 96
2021
Q4 		$890K Sell
10,204
-200
-2% -$18.8K 0.25% 90
2021
Q3 		$907K Sell
10,404
-500
-5% -$44.2K 0.27% 86
2021
Q2 		$849K Hold
10,904
– – 0.25% 95
2021
Q1 		$765K Sell
10,904
-609
-5% -$39.4K 0.25% 97
2020
Q4 		$745K Hold
11,513
– – 0.25% 89
2020
Q3 		$687K Hold
11,513
– – 0.26% 84
2020
Q2 		$636K Sell
11,513
-800
-6% -$42.4K 0.26% 86
2020
Q1 		$595K Buy
12,313
+200
+2% +$10.3K 0.31% 75
2019
Q4 		$641K Hold
12,113
– – 0.29% 78
2019
Q3 		$667K Hold
12,113
– – 0.34% 73
2019
Q2 		$690K Sell
12,113
-2,500
-17% -$135K 0.35% 75
2019
Q1 		$785K Hold
14,613
– – 0.4% 64
2018
Q4 		$659K Sell
14,613
-400
-3% -$19.2K 0.39% 68
2018
Q3 		$774K Sell
15,013
-1,690
-10% -$82.1K 0.41% 64
2018
Q2 		$735K Sell
16,703
-200
-1% -$9.21K 0.43% 65
2018
Q1 		$773K Hold
16,903
– – 0.47% 62
2017
Q4 		$799K Buy
16,903
+200
+1% +$9.81K 0.5% 62
2017
Q3 		$808K Buy
16,703
+2,200
+15% +$109K 0.54% 58
2017
Q2 		$727K Sell
14,503
-97
-0.7% -$4.42K 0.49% 63
2017
Q1 		$651K Sell
14,600
-1,900
-12% -$79.1K 0.47% 61
2016
Q4 		$634K Buy
+16,500
New +$645K 0.51% 54

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

Sterling Investment Advisors (Pennsylvania)'s ORCL Position: Q1 2026 in Review

Sterling Investment Advisors (Pennsylvania) reduced its Oracle (ORCL) stake by 29% in Q1 2026, selling an estimated $524K and leaving 7,771 shares worth $1.14M. The position accounts for 0.21% of the portfolio, ranked #95.

Sterling Investment Advisors (Pennsylvania) first reported a position in ORCL in Q4 2016 and has held it in 38 quarters since. The position peaked at $3.12M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Sterling Investment Advisors (Pennsylvania) held 7,771 shares of Oracle worth $1.14M as of Q1 2026.
  • Sterling Investment Advisors (Pennsylvania) sold 3,225 Oracle shares in Q1 2026, an estimated $524K.
  • Oracle made up 0.21% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q1 2026, its #95 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Oracle in Q4 2016 and has held it in 38 quarters since.
  • Sterling Investment Advisors (Pennsylvania)'s Oracle position peaked at $3.12M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2026, filed 4 May 2026.