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Stratos Investment Management’s Oracle ORCL Stock Holding History

Stratos Investment Management’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 		$1.33M Sell
9,012
-78
-0.9% -$12.7K 0.05% 155
2025
Q4 		$1.77M Buy
9,090
+600
+7% +$143K 0.07% 138
2025
Q3 		$2.39M Buy
8,490
+1,202
+16% +$306K 0.1% 118
2025
Q2 		$1.59M Sell
7,288
-2,042
-22% -$330K 0.07% 157
2025
Q1 		$1.3M Buy
9,330
+3,319
+55% +$540K 0.07% 143
2024
Q4 		$1M Buy
6,011
+703
+13% +$125K 0.06% 129
2024
Q3 		$904K Buy
5,308
+74
+1% +$10.7K 0.06% 123
2024
Q2 		$739K Buy
5,234
+1,221
+30% +$152K 0.06% 130
2024
Q1 		$504K Sell
4,013
-651
-14% -$74.5K 0.05% 136
2023
Q4 		$492K Sell
4,664
-347
-7% -$37.9K 0.06% 120
2023
Q3 		$531K Buy
5,011
+1,297
+35% +$150K 0.08% 110
2023
Q2 		$442K Buy
3,714
+6
+0.2% +$620 0.07% 121
2023
Q1 		$345K Buy
3,708
+1,170
+46% +$103K 0.06% 129
2022
Q4 		$207K Buy
+2,538
New +$193K 0.04% 152
2022
Q3 		– Sell
-2,949
Closed -$206K – 155
2022
Q2 		$206K Sell
2,949
-78
-3% -$5.71K 0.04% 147
2022
Q1 		$250K Buy
3,027
+6
+0.2% +$486 0.04% 150
2021
Q4 		$263K Sell
3,021
-59
-2% -$5.54K 0.04% 166
2021
Q3 		$268K Buy
3,080
+492
+19% +$43.5K 0.05% 206
2021
Q2 		$202K Buy
+2,588
New +$203K 0.06% 124
2020
Q1 		– Sell
-9,289
Closed -$492K – 111
2019
Q4 		$492K Buy
9,289
+4,708
+103% +$259K 0.23% 76
2019
Q3 		$252K Buy
+4,581
New +$253K 0.14% 74

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

Stratos Investment Management's ORCL Position: Q1 2026 in Review

Stratos Investment Management reduced its Oracle (ORCL) stake by 0.86% in Q1 2026, selling an estimated $12.7K and leaving 9,012 shares worth $1.33M. The position accounts for 0.05% of the portfolio, ranked #155.

Stratos Investment Management first reported a position in ORCL in Q3 2019 and has held it in 21 quarters since. The position peaked at $2.39M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Stratos Investment Management held 9,012 shares of Oracle worth $1.33M as of Q1 2026.
  • Stratos Investment Management sold 78 Oracle shares in Q1 2026, an estimated $12.7K.
  • Oracle made up 0.05% of Stratos Investment Management's portfolio in Q1 2026, its #155 holding.
  • Stratos Investment Management first reported a position in Oracle in Q3 2019 and has held it in 21 quarters since.
  • Stratos Investment Management's Oracle position peaked at $2.39M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Stratos Investment Management's 13F filing for Q1 2026, filed 28 Apr 2026.