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Syverson Strege & Co’s Oracle ORCL Stock Holding History

Syverson Strege & Co’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 		$386K Sell
2,625
-1,029
-28% -$167K 0.09% 94
2025
Q4 		$712K Sell
3,654
-408
-10% -$97.1K 0.17% 58
2025
Q3 		$1.14M Buy
4,062
+1,388
+52% +$353K 0.27% 42
2025
Q2 		$585K Buy
2,674
+1,052
+65% +$170K 0.14% 67
2025
Q1 		$227K Sell
1,622
-2
-0.1% -$326 0.07% 71
2024
Q4 		$271K Buy
1,624
+269
+20% +$47.8K 0.09% 63
2024
Q3 		$231K Sell
1,355
-159
-11% -$23K 0.08% 62
2024
Q2 		$214K Buy
+1,514
New +$188K 0.07% 75
2023
Q2 		– Sell
-1,326
Closed -$123K – 443
2023
Q1 		$123K Buy
1,326
+4
+0.3% +$351 0.05% 81
2022
Q4 		$108K Buy
1,322
+6
+0.5% +$456 0.05% 87
2022
Q3 		$80K Buy
1,316
+6
+0.5% +$439 0.04% 97
2022
Q2 		$92K Buy
1,310
+5
+0.4% +$366 0.03% 103
2022
Q1 		$108K Buy
1,305
+5
+0.4% +$405 0.12% 88
2021
Q4 		$113K Sell
1,300
-288
-18% -$27K 0.08% 94
2021
Q3 		$138K Buy
1,588
+297
+23% +$26.2K 0.11% 82
2021
Q2 		$101K Buy
1,291
+5
+0.4% +$391 0.09% 94
2021
Q1 		$90K Buy
1,286
+5
+0.4% +$324 0.09% 92
2020
Q4 		$83K Buy
+1,281
New +$76.3K 0.08% 91

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

Syverson Strege & Co's ORCL Position: Q1 2026 in Review

Syverson Strege & Co reduced its Oracle (ORCL) stake by 28% in Q1 2026, selling an estimated $167K and leaving 2,625 shares worth $386K. The position accounts for 0.09% of the portfolio, ranked #94.

Syverson Strege & Co first reported a position in ORCL in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.14M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Syverson Strege & Co held 2,625 shares of Oracle worth $386K as of Q1 2026.
  • Syverson Strege & Co sold 1,029 Oracle shares in Q1 2026, an estimated $167K.
  • Oracle made up 0.09% of Syverson Strege & Co's portfolio in Q1 2026, its #94 holding.
  • Syverson Strege & Co first reported a position in Oracle in Q4 2020 and has held it in 18 quarters since.
  • Syverson Strege & Co's Oracle position peaked at $1.14M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.