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Tevis Investment Management’s Oracle ORCL Stock Holding History

Tevis 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 		– Sell
-9,495
Closed -$2.67M – 115
2025
Q4 		$2.67M Hold
9,495
– – 1.61% 17
2025
Q3 		$2.67M Sell
9,495
-1,823
-16% -$464K 1.61% 17
2025
Q2 		$2.47M Buy
11,318
+1,385
+14% +$224K 1.59% 18
2025
Q1 		$1.66M Hold
9,933
– – 1.23% 26
2024
Q4 		$1.66M Sell
9,933
-1,253
-11% -$223K 1.23% 26
2024
Q3 		$1.91M Buy
11,186
+424
+4% +$61.4K 1.41% 23
2024
Q2 		$1.52M Buy
10,762
+322
+3% +$40K 1.22% 26
2024
Q1 		$1.31M Sell
10,440
-125
-1% -$14.3K 1.12% 28
2023
Q4 		$1.11M Sell
10,565
-7
-0.1% -$764 1.03% 35
2023
Q3 		$1.12M Hold
10,572
– – 1.14% 33
2023
Q2 		$1.26M Sell
10,572
-2,693
-20% -$278K 1.23% 30
2023
Q1 		$1.23M Sell
13,265
-3,611
-21% -$317K 1.25% 30
2022
Q4 		$1.38M Buy
16,876
+28
+0.2% +$2.13K 1.47% 24
2022
Q3 		$1.03M Buy
16,848
+130
+0.8% +$9.52K 1% 36
2022
Q2 		$1.17M Buy
16,718
+949
+6% +$69.5K 1.12% 31
2022
Q1 		$1.3M Buy
15,769
+34
+0.2% +$2.75K 1.18% 24
2021
Q4 		$1.37M Buy
+15,735
New +$1.48M 1.2% 15

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

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

Tevis Investment Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 9,495 shares — an estimated $2.67M sold.

Tevis Investment Management first reported a position in ORCL in Q4 2021 and held it in 17 quarters. The position peaked at $2.67M in Q4 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Tevis Investment Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Tevis Investment Management sold 9,495 Oracle shares in Q1 2026, an estimated $2.67M.
  • Tevis Investment Management first reported a position in Oracle in Q4 2021 and held it in 17 quarters.
  • Tevis Investment Management's Oracle position peaked at $2.67M in Q4 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Tevis Investment Management's 13F filing for Q1 2026, filed 4 May 2026.