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Sunbelt Securities’s Oracle ORCL Stock Holding History

Sunbelt Securities’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 		$1.38M Buy
9,351
+1,207
+15% +$196K 0.09% 199
2025
Q4 		$1.59M Sell
8,144
-356
-4% -$84.8K 0.11% 166
2025
Q3 		$2.39M Sell
8,500
-910
-10% -$232K 0.17% 111
2025
Q2 		$1.57M Buy
9,410
+596
+7% +$96.2K 0.14% 140
2025
Q1 		$1.23M Sell
8,814
-596
-6% -$97K 0.11% 158
2024
Q4 		$1.57M Buy
9,410
+917
+11% +$163K 0.14% 138
2024
Q3 		$1.45M Buy
8,493
+193
+2% +$28K 0.14% 147
2024
Q2 		$1.17M Buy
8,300
+542
+7% +$67.3K 0.12% 168
2024
Q1 		$974K Buy
7,758
+357
+5% +$40.9K 0.11% 184
2023
Q4 		$780K Buy
7,401
+3,078
+71% +$336K 0.1% 221
2023
Q3 		$458K Buy
4,323
+424
+11% +$49.1K 0.06% 300
2023
Q2 		$464K Buy
3,899
+1,066
+38% +$110K 0.07% 293
2023
Q1 		$256K Sell
2,833
-2,673
-49% -$234K 0.04% 388
2022
Q4 		$450K Buy
5,506
+92
+2% +$6.99K 0.09% 265
2022
Q3 		$331K Buy
5,414
+22
+0.4% +$1.61K 0.07% 304
2022
Q2 		$377K Sell
5,392
-818
-13% -$59.9K 0.08% 290
2022
Q1 		$518K Sell
6,210
-497
-7% -$40.3K 0.09% 244
2021
Q4 		$542K Buy
6,707
+1,165
+21% +$109K 0.09% 255
2021
Q3 		$485K Hold
5,542
– – 0.09% 257
2021
Q2 		$485K Sell
5,542
-83
-1% -$6.5K 0.09% 257
2021
Q1 		$395K Buy
5,625
+301
+6% +$19.5K 0.08% 281
2020
Q4 		$344K Sell
5,324
-22
-0.4% -$1.31K 0.07% 286
2020
Q3 		$319K Sell
5,346
-735
-12% -$41.8K 0.09% 250
2020
Q2 		$336K Sell
6,081
-2,098
-26% -$111K 0.12% 209
2020
Q1 		$395K Sell
8,179
-14,845
-64% -$766K 0.02% 269
2019
Q4 		$1.22M Sell
23,024
-675
-3% -$37.2K 0.13% 169
2019
Q3 		$1.3M Buy
23,699
+19,735
+498% +$1.09M 0.15% 149
2019
Q2 		$226K Buy
+3,964
New +$214K 0.1% 246
2017
Q3 		– Sell
-15,493
Closed -$777K – 163
2017
Q2 		$777K Sell
15,493
-14,984
-49% -$683K 1.46% 16
2017
Q1 		$1.36M Sell
30,477
-1,049
-3% -$43.7K 2.04% 11
2016
Q4 		$1.21M Buy
31,526
+121
+0.4% +$4.73K 1.84% 11
2016
Q3 		$1.23M Buy
31,405
+111
+0.4% +$4.52K 1.49% 13
2016
Q2 		$1.28M Buy
31,294
+111
+0.4% +$4.43K 1.67% 11
2016
Q1 		$1.28M Buy
31,183
+766
+3% +$28.4K 1.86% 11
2015
Q4 		$1.11M Buy
30,417
+2,520
+9% +$96.2K 1.56% 13
2015
Q3 		$1.01M Buy
27,897
+4,726
+20% +$182K 1.37% 13
2015
Q2 		$934K Buy
23,171
+1,612
+7% +$69.9K 1.29% 13
2015
Q1 		$930K Buy
21,559
+58
+0.3% +$2.51K 1.38% 13
2014
Q4 		$967K Buy
+21,501
New +$875K 1.27% 12

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

Sunbelt Securities's ORCL Position: Q1 2026 in Review

Sunbelt Securities increased its Oracle (ORCL) stake by 15% in Q1 2026, buying an estimated $196K and bringing the position to 9,351 shares worth $1.38M. The position accounts for 0.09% of the portfolio, ranked #199.

Sunbelt Securities first reported a position in ORCL in Q4 2014 and has held it in 39 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.

  • Sunbelt Securities held 9,351 shares of Oracle worth $1.38M as of Q1 2026.
  • Sunbelt Securities bought 1,207 Oracle shares in Q1 2026, an estimated $196K.
  • Oracle made up 0.09% of Sunbelt Securities's portfolio in Q1 2026, its #199 holding.
  • Sunbelt Securities first reported a position in Oracle in Q4 2014 and has held it in 39 quarters since.
  • Sunbelt Securities'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 Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.