Tortoise Investment Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-545
| Closed | -$153K | – | 1068 |
|
|
2025
Q3 | $153K | Buy |
545
+20
| +4% | +$5.09K | 0.01% | 256 |
|
|
2025
Q2 | $115K | Buy |
525
+68
| +15% | +$11K | 0.01% | 279 |
|
|
2025
Q1 | $63.9K | Sell |
457
-978
| -68% | -$159K | 0.01% | 337 |
|
|
2024
Q4 | $239K | Sell |
1,435
-16
| -1% | -$2.84K | 0.03% | 202 |
|
|
2024
Q3 | $247K | Buy |
1,451
+512
| +55% | +$74.2K | 0.03% | 202 |
|
|
2024
Q2 | $133K | Buy |
939
+349
| +59% | +$43.3K | 0.02% | 269 |
|
|
2024
Q1 | $74.1K | Sell |
590
-20
| -3% | -$2.29K | 0.01% | 328 |
|
|
2023
Q4 | $64.3K | Buy |
610
+14
| +2% | +$1.53K | 0.01% | 328 |
|
|
2023
Q3 | $63.1K | Sell |
596
-52
| -8% | -$6.02K | 0.01% | 318 |
|
|
2023
Q2 | $77.2K | Hold |
648
| – | – | 0.01% | 307 |
|
|
2023
Q1 | $60.2K | Hold |
648
| – | – | 0.01% | 316 |
|
|
2022
Q4 | $53K | Buy |
648
+12
| +2% | +$912 | 0.01% | 328 |
|
|
2022
Q3 | $39K | Buy |
636
+104
| +20% | +$7.61K | 0.01% | 342 |
|
|
2022
Q2 | $37K | Hold |
532
| – | – | 0.01% | 337 |
|
|
2022
Q1 | $44K | Hold |
532
| – | – | 0.01% | 323 |
|
|
2021
Q4 | $46K | Hold |
532
| – | – | 0.01% | 302 |
|
|
2021
Q3 | $46K | Hold |
532
| – | – | 0.01% | 286 |
|
|
2021
Q2 | $41K | Buy |
532
+182
| +52% | +$14.2K | 0.01% | 290 |
|
|
2021
Q1 | $25K | Hold |
350
| – | – | 0.01% | 331 |
|
|
2020
Q4 | $23K | Hold |
350
| – | – | 0.01% | 317 |
|
|
2020
Q3 | $21K | Hold |
350
| – | – | 0.01% | 306 |
|
|
2020
Q2 | $19K | Hold |
350
| – | – | ﹤0.01% | 306 |
|
|
2020
Q1 | $17K | Sell |
350
-68
| -16% | -$3.51K | ﹤0.01% | 308 |
|
|
2019
Q4 | $22K | Hold |
418
| – | – | 0.01% | 308 |
|
|
2019
Q3 | $23K | Hold |
418
| – | – | 0.01% | 299 |
|
|
2019
Q2 | $24K | Hold |
418
| – | – | 0.01% | 323 |
|
|
2019
Q1 | $22K | Hold |
418
| – | – | 0.01% | 316 |
|
|
2018
Q4 | $19K | Buy |
418
+213
| +104% | +$10.2K | 0.01% | 315 |
|
|
2018
Q3 | $11K | Hold |
205
| – | – | ﹤0.01% | 394 |
|
|
2018
Q2 | $9K | Hold |
205
| – | – | ﹤0.01% | 420 |
|
|
2018
Q1 | $9K | Sell |
205
-293
| -59% | -$14.6K | ﹤0.01% | 400 |
|
|
2017
Q4 | $24K | Buy |
498
+93
| +23% | +$4.56K | 0.01% | 306 |
|
|
2017
Q3 | $20K | Hold |
405
| – | – | 0.01% | 301 |
|
|
2017
Q2 | $20K | Buy |
405
+68
| +20% | +$3.1K | 0.01% | 291 |
|
|
2017
Q1 | $15K | Buy |
337
+137
| +69% | +$5.7K | ﹤0.01% | 294 |
|
|
2016
Q4 | $8K | Buy |
+200
| New | +$7.82K | ﹤0.01% | 357 |
|
|
2016
Q1 | – | Sell |
-111
| Closed | -$4K | – | 428 |
|
|
2015
Q4 | $4K | Hold |
111
| – | – | ﹤0.01% | 362 |
|
|
2015
Q3 | $4K | Hold |
111
| – | – | ﹤0.01% | 347 |
|
|
2015
Q2 | $4K | Hold |
111
| – | – | ﹤0.01% | 375 |
|
|
2015
Q1 | $5K | Buy |
+111
| New | +$4.81K | ﹤0.01% | 343 |
|
Other funds holding ORCL
Tortoise Investment Management's ORCL Position: Q4 2025 in Review
Tortoise Investment Management sold out of Oracle (ORCL) in Q4 2025, closing a stake of 545 shares — an estimated $153K sold.
Tortoise Investment Management first reported a position in ORCL in Q1 2015 and held it in 40 quarters. The position peaked at $247K in Q3 2024. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.
- Tortoise Investment Management reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
- Tortoise Investment Management sold 545 Oracle shares in Q4 2025, an estimated $153K.
- Tortoise Investment Management first reported a position in Oracle in Q1 2015 and held it in 40 quarters.
- Tortoise Investment Management's Oracle position peaked at $247K in Q3 2024.
- 3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.
Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.