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Stoneridge Investment Partners’s Oracle ORCL Stock Holding History

Stoneridge Investment Partners’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 		$1.22M Sell
8,281
-3,316
-29% -$539K 0.88% 35
2025
Q4 		$2.26M Buy
11,597
+7,535
+185% +$1.79M 1.57% 17
2025
Q3 		$1.14M Buy
+4,062
New +$1.03M 0.78% 45
2025
Q1 		– Sell
-21,386
Closed -$3.56M – 147
2024
Q4 		$3.56M Buy
21,386
+5,015
+31% +$891K 1.27% 24
2024
Q3 		$2.79M Buy
16,371
+7,157
+78% +$1.04M 1.04% 29
2024
Q2 		$1.3M Buy
+9,214
New +$1.14M 0.49% 58
2021
Q4 		– Sell
-6,400
Closed -$558K – 124
2021
Q3 		$558K Sell
6,400
-200
-3% -$17.7K 0.28% 79
2021
Q2 		$514K Sell
6,600
-5,850
-47% -$458K 0.25% 83
2021
Q1 		$874K Sell
12,450
-15,005
-55% -$971K 0.46% 67
2020
Q4 		$1.78M Buy
+27,455
New +$1.63M 1.03% 29
2020
Q1 		– Sell
-52,768
Closed -$2.8M – 142
2019
Q4 		$2.8M Sell
52,768
-8,800
-14% -$484K 0.95% 35
2019
Q3 		$3.39M Buy
+61,568
New +$3.4M 1.24% 23
2018
Q4 		– Sell
-47,309
Closed -$2.44M – 142
2018
Q3 		$2.44M Sell
47,309
-223,482
-83% -$10.9M 0.52% 67
2018
Q2 		$11.9M Buy
270,791
+103,124
+62% +$4.75M 2.3% 7
2018
Q1 		$7.67M Buy
+167,667
New +$8.34M 1.28% 24
2016
Q4 		– Sell
-41,329
Closed -$1.62M – 326
2016
Q3 		$1.62M Sell
41,329
-4,800
-10% -$196K 0.24% 135
2016
Q2 		$1.89M Sell
46,129
-33,910
-42% -$1.35M 0.28% 112
2016
Q1 		$3.27M Buy
+80,039
New +$2.96M 0.48% 71
2015
Q3 		– Sell
-61,339
Closed -$2.47M – 297
2015
Q2 		$2.47M Buy
+61,339
New +$2.66M 0.31% 94
2015
Q1 		– Sell
-10,524
Closed -$473K – 290
2014
Q4 		$473K Sell
10,524
-336,160
-97% -$13.7M 0.06% 191
2014
Q3 		$13.3M Buy
+346,684
New +$14M 1.97% 9

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

Stoneridge Investment Partners's ORCL Position: Q1 2026 in Review

Stoneridge Investment Partners reduced its Oracle (ORCL) stake by 29% in Q1 2026, selling an estimated $539K and leaving 8,281 shares worth $1.22M. The position accounts for 0.88% of the portfolio, ranked #35.

Stoneridge Investment Partners first reported a position in ORCL in Q3 2014 and has held it in 21 quarters since. The position peaked at $13.3M in Q3 2014. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Stoneridge Investment Partners held 8,281 shares of Oracle worth $1.22M as of Q1 2026.
  • Stoneridge Investment Partners sold 3,316 Oracle shares in Q1 2026, an estimated $539K.
  • Oracle made up 0.88% of Stoneridge Investment Partners's portfolio in Q1 2026, its #35 holding.
  • Stoneridge Investment Partners first reported a position in Oracle in Q3 2014 and has held it in 21 quarters since.
  • Stoneridge Investment Partners's Oracle position peaked at $13.3M in Q3 2014.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Stoneridge Investment Partners's 13F filing for Q1 2026, filed 6 May 2026.