Stonebridge Capital Advisors’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
$15.3M Buy
103,812
+740
+0.7% +$120K 1.07% 34
2025
Q4
$20.1M Buy
103,072
+1,089
+1% +$259K 1.39% 19
2025
Q3
$28.7M Sell
101,983
-47,795
-32% -$12.2M 2.05% 12
2025
Q2
$32.7M Buy
149,778
+289
+0.2% +$46.7K 2.49% 10
2025
Q1
$20.9M Buy
149,489
+698
+0.5% +$114K 1.7% 16
2024
Q4
$24.8M Sell
148,791
-4,604
-3% -$818K 1.99% 12
2024
Q3
$26.1M Buy
153,395
+56
+0% +$8.11K 2.13% 11
2024
Q2
$21.7M Buy
153,339
+7,605
+5% +$944K 1.9% 13
2024
Q1
$18.3M Buy
145,734
+8,801
+6% +$1.01M 1.64% 15
2023
Q4
$14.4M Buy
136,933
+2,785
+2% +$304K 1.45% 17
2023
Q3
$14.2M Buy
134,148
+2,256
+2% +$261K 1.56% 14
2023
Q2
$15.7M Sell
131,892
-895
-0.7% -$92.5K 1.67% 12
2023
Q1
$12.3M Buy
132,787
+506
+0.4% +$44.4K 1.41% 24
2022
Q4
$10.8M Buy
132,281
+22,151
+20% +$1.68M 1.28% 25
2022
Q3
$6.73M Buy
110,130
+5,055
+5% +$370K 0.87% 43
2022
Q2
$7.34M Buy
105,075
+101,085
+2,533% +$7.4M 0.89% 45
2022
Q1
$330K Hold
3,990
0.04% 165
2021
Q4
$348K Buy
3,990
+243
+6% +$22.8K 0.04% 160
2021
Q3
$326K Sell
3,747
-3,802
-50% -$336K 0.04% 155
2021
Q2
$558K Buy
7,549
+3,656
+94% +$286K 0.04% 160
2021
Q1
$273K Sell
3,893
-150
-4% -$9.71K 0.04% 160
2020
Q4
$262K Sell
4,043
-22
-0.5% -$1.31K 0.04% 158
2020
Q3
$243K Sell
4,065
-323
-7% -$18.3K 0.04% 151
2020
Q2
$243K Sell
4,388
-751
-15% -$39.8K 0.05% 151
2020
Q1
$248K Sell
5,139
-56
-1% -$2.89K 0.05% 139
2019
Q4
$275K Buy
5,195
+216
+4% +$11.9K 0.04% 153
2019
Q3
$274K Buy
4,979
+337
+7% +$18.6K 0.05% 148
2019
Q2
$264K Sell
4,642
-94
-2% -$5.09K 0.05% 153
2019
Q1
$254K Sell
4,736
-330
-7% -$16.8K 0.05% 155
2018
Q4
$229K Buy
+5,066
New +$243K 0.05% 139
2018
Q2
Sell
-4,449
Closed -$204K 179
2018
Q1
$204K Buy
+4,449
New +$221K 0.05% 157
2017
Q4
Sell
-4,149
Closed -$201K 184
2017
Q3
$201K Buy
4,149
+154
+4% +$7.66K 0.05% 161
2017
Q2
$200K Buy
+3,995
New +$182K 0.05% 147

Other funds holding ORCL

Stonebridge Capital Advisors's ORCL Position: Q1 2026 in Review

Stonebridge Capital Advisors increased its Oracle (ORCL) stake by 0.72% in Q1 2026, buying an estimated $120K and bringing the position to 103,812 shares worth $15.3M. The position accounts for 1.07% of the portfolio, ranked #34.

Stonebridge Capital Advisors first reported a position in ORCL in Q2 2017 and has held it in 33 quarters since. The position peaked at $32.7M in Q2 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Stonebridge Capital Advisors held 103,812 shares of Oracle worth $15.3M as of Q1 2026.
  • Stonebridge Capital Advisors bought 740 Oracle shares in Q1 2026, an estimated $120K.
  • Oracle made up 1.07% of Stonebridge Capital Advisors's portfolio in Q1 2026, its #34 holding.
  • Stonebridge Capital Advisors first reported a position in Oracle in Q2 2017 and has held it in 33 quarters since.
  • Stonebridge Capital Advisors's Oracle position peaked at $32.7M in Q2 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Stonebridge Capital Advisors's 13F filing for Q1 2026, filed 14 May 2026.