SFO
ORCL icon

Stokes Family Office’s Oracle ORCL Stock Holding History

Stokes Family Office’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 		$5.27M Sell
35,827
-1,483
-4% -$241K 0.54% 49
2025
Q4 		$7.27M Buy
37,310
+2,038
+6% +$485K 0.67% 39
2025
Q3 		$9.92M Sell
35,272
-266
-0.7% -$67.7K 0.94% 31
2025
Q2 		$7.77M Buy
35,538
+189
+0.5% +$30.5K 0.82% 34
2025
Q1 		$4.94M Sell
35,349
-245
-0.7% -$39.9K 0.56% 44
2024
Q4 		$5.93M Buy
35,594
+392
+1% +$69.6K 0.63% 35
2024
Q3 		$6M Buy
35,202
+52
+0.1% +$7.53K 0.66% 32
2024
Q2 		$4.96M Buy
35,150
+230
+0.7% +$28.6K 0.58% 39
2024
Q1 		$4.39M Buy
34,920
+295
+0.9% +$33.8K 0.55% 45
2023
Q4 		$3.65M Sell
34,625
-15,108
-30% -$1.65M 0.49% 51
2023
Q3 		$5.27M Buy
49,733
+63
+0.1% +$7.29K 0.62% 34
2023
Q2 		$5.92M Sell
49,670
-15,598
-24% -$1.61M 0.68% 29
2023
Q1 		$6.06M Sell
65,268
-2,466
-4% -$216K 0.76% 27
2022
Q4 		$5.54M Buy
67,734
+978
+1% +$74.3K 0.71% 32
2022
Q3 		$4.08M Sell
66,756
-657
-1% -$48.1K 0.58% 40
2022
Q2 		$4.71M Sell
67,413
-466
-0.7% -$34.1K 0.64% 38
2022
Q1 		$5.62M Sell
67,879
-981
-1% -$79.4K 0.75% 32
2021
Q4 		$6M Buy
68,860
+1,006
+1% +$94.5K 0.75% 34
2021
Q3 		$5.91M Buy
67,854
+2,201
+3% +$194K 0.82% 32
2021
Q2 		$5.11M Buy
65,653
+734
+1% +$57.5K 0.72% 35
2021
Q1 		$4.55M Sell
64,919
-3,222
-5% -$209K 0.71% 35
2020
Q4 		$4.41M Buy
68,141
+1,113
+2% +$66.3K 0.87% 29
2020
Q3 		$4M Buy
67,028
+2,894
+5% +$164K 0.91% 27
2020
Q2 		$3.54M Buy
64,134
+1,086
+2% +$57.5K 0.89% 27
2020
Q1 		$3.05M Buy
63,048
+7,259
+13% +$375K 0.81% 31
2019
Q4 		$2.95M Buy
+55,789
New +$3.07M 0.66% 39

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

Stokes Family Office's ORCL Position: Q1 2026 in Review

Stokes Family Office reduced its Oracle (ORCL) stake by 4% in Q1 2026, selling an estimated $241K and leaving 35,827 shares worth $5.27M. The position accounts for 0.54% of the portfolio, ranked #49.

Stokes Family Office first reported a position in ORCL in Q4 2019 and has held it in 26 quarters since. The position peaked at $9.92M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Stokes Family Office held 35,827 shares of Oracle worth $5.27M as of Q1 2026.
  • Stokes Family Office sold 1,483 Oracle shares in Q1 2026, an estimated $241K.
  • Oracle made up 0.54% of Stokes Family Office's portfolio in Q1 2026, its #49 holding.
  • Stokes Family Office first reported a position in Oracle in Q4 2019 and has held it in 26 quarters since.
  • Stokes Family Office's Oracle position peaked at $9.92M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.