Tarbox Family Office’s Oracle ORCL Stock Holding History

Tarbox Family Office’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	–	Sell	-1,775	Closed	-$346K	–	104
2025 Q4	$346K	Buy	1,775 +184	+12%	+$43.8K	0.06%	84
2025 Q3	$447K	Sell	1,591 -36	-2%	-$9.17K	0.07%	80
2025 Q2	$356K	Sell	1,627 -12	-0.7%	-$1.94K	0.05%	89
2025 Q1	$229K	Buy	1,639 +7	+0.4%	+$1.14K	0.04%	107
2024 Q4	$272K	Sell	1,632 -11	-0.7%	-$1.95K	0.04%	98
2024 Q3	$280K	Buy	1,643 +3	+0.2%	+$435	0.05%	96
2024 Q2	$232K	Hold	1,640	–	–	0.04%	98
2024 Q1	$206K	Buy	+1,640	New	+$188K	0.04%	103
2022 Q2	–	Sell	-1,770	Closed	-$146K	–	721
2022 Q1	$146K	Sell	1,770 -370	-17%	-$30K	0.03%	107
2021 Q4	$187K	Sell	2,140 -7	-0.3%	-$657	0.03%	127
2021 Q3	$187K	Sell	2,147 -54	-2%	-$4.77K	0.03%	134
2021 Q2	$171K	Buy	2,201 +735	+50%	+$57.5K	0.03%	145
2021 Q1	$103K	Hold	1,466	–	–	0.02%	154
2020 Q4	$95K	Sell	1,466 -34	-2%	-$2.02K	0.02%	157
2020 Q3	$90K	Sell	1,500 -109	-7%	-$6.19K	0.02%	154
2020 Q2	$89K	Buy	1,609 +195	+14%	+$10.3K	0.02%	148
2020 Q1	$68K	Buy	1,414 +137	+11%	+$7.07K	0.02%	150
2019 Q4	$68K	Sell	1,277 -54	-4%	-$2.97K	0.02%	162
2019 Q3	$73K	Buy	1,331 +8	+0.6%	+$442	0.02%	137
2019 Q2	$75K	Buy	1,323 +100	+8%	+$5.41K	0.02%	142
2019 Q1	$66K	Buy	1,223 +4	+0.3%	+$204	0.02%	136
2018 Q4	$55K	Sell	1,219 -108	-8%	-$5.18K	0.02%	139
2018 Q3	$68K	Buy	1,327 +58	+5%	+$2.82K	0.02%	138
2018 Q2	$56K	Sell	1,269 -30	-2%	-$1.38K	0.02%	146
2018 Q1	$59K	Sell	1,299 -1,023	-44%	-$50.9K	0.02%	148
2017 Q4	$110K	Buy	2,322 +965	+71%	+$47.3K	0.04%	120
2017 Q3	$66K	Buy	1,357 +110	+9%	+$5.47K	0.03%	147
2017 Q2	$63K	Hold	1,247	–	–	0.03%	135
2017 Q1	$56K	Hold	1,247	–	–	0.03%	134
2016 Q4	$48K	Buy	1,247 +6	+0.5%	+$235	0.03%	116
2016 Q3	$49K	Buy	1,241 +24	+2%	+$978	0.03%	110
2016 Q2	$50K	Sell	1,217 -154	-11%	-$6.15K	0.04%	105
2016 Q1	$56K	Buy	1,371 +22	+2%	+$814	0.04%	100
2015 Q4	$49K	Buy	1,349 +117	+9%	+$4.47K	0.04%	94
2015 Q3	$44K	Buy	1,232 +163	+15%	+$6.27K	0.04%	99
2015 Q2	$43K	Hold	1,069	–	–	0.04%	106
2015 Q1	$46K	Buy	1,069 +34	+3%	+$1.47K	0.04%	102
2014 Q4	$47K	Sell	1,035 -133	-11%	-$5.41K	0.04%	103
2014 Q3	$45K	Buy	1,168 +100	+9%	+$4.05K	0.04%	108
2014 Q2	$43K	Sell	1,068 -20	-2%	-$823	0.04%	112
2014 Q1	$44K	Sell	1,088 -488	-31%	-$18.6K	0.04%	120
2013 Q4	$60K	Buy	+1,576	New	+$54.2K	0.05%	118

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tarbox Family Office's ORCL Position: Q1 2026 in Review

Tarbox Family Office sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,775 shares — an estimated $346K sold.

Tarbox Family Office first reported a position in ORCL in Q4 2013 and held it in 42 quarters. The position peaked at $447K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Tarbox Family Office reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Tarbox Family Office sold 1,775 Oracle shares in Q1 2026, an estimated $346K.
Tarbox Family Office first reported a position in Oracle in Q4 2013 and held it in 42 quarters.
Tarbox Family Office's Oracle position peaked at $447K in Q3 2025.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Tarbox Family Office's 13F filing for Q1 2026, filed 24 Apr 2026.