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Van Hulzen Asset Management’s Oracle ORCL Stock Holding History

Van Hulzen Asset 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 		$1.73M Sell
11,734
-78
-0.7% -$12.7K 0.13% 111
2025
Q4 		$2.3M Sell
11,812
-214
-2% -$51K 0.17% 94
2025
Q3 		$3.38M Sell
12,026
-1,995
-14% -$508K 0.25% 75
2025
Q2 		$3.07M Sell
14,021
-84,749
-86% -$13.7M 0.26% 74
2025
Q1 		$13.8M Sell
98,770
-24,994
-20% -$4.07M 1.26% 22
2024
Q4 		$20.6M Buy
123,764
+401
+0.3% +$71.2K 1.51% 16
2024
Q3 		$21M Sell
123,363
-27,894
-18% -$4.04M 1.52% 17
2024
Q2 		$21.4M Buy
151,257
+18,092
+14% +$2.25M 1.43% 19
2024
Q1 		$16.7M Buy
133,165
+14,687
+12% +$1.68M 1.1% 27
2023
Q4 		$12.5M Buy
118,478
+41,087
+53% +$4.48M 0.88% 39
2023
Q3 		$8.2M Buy
77,391
+23,279
+43% +$2.69M 0.63% 49
2023
Q2 		$6.44M Sell
54,112
-90,722
-63% -$9.38M 0.55% 50
2023
Q1 		$13.4M Buy
144,834
+25,562
+21% +$2.24M 1.26% 26
2022
Q4 		$9.73M Sell
119,272
-1,328
-1% -$101K 1.12% 31
2022
Q3 		$7.37M Buy
120,600
+22,780
+23% +$1.67M 0.91% 34
2022
Q2 		$6.83M Sell
97,820
-85,381
-47% -$6.25M 0.82% 39
2022
Q1 		$15.2M Buy
183,201
+94,597
+107% +$7.66M 1.61% 15
2021
Q4 		$7.74M Buy
88,604
+82,156
+1,274% +$7.71M 0.85% 38
2021
Q3 		$562K Buy
6,448
+1
+0% +$88 0.08% 139
2021
Q2 		$502K Sell
6,447
-96,000
-94% -$7.51M 0.08% 149
2021
Q1 		$7.19M Sell
102,447
-6,233
-6% -$404K 1.15% 33
2020
Q4 		$7.03M Sell
108,680
-3,002
-3% -$179K 1.07% 29
2020
Q3 		$6.67M Buy
111,682
+7,638
+7% +$434K 1% 32
2020
Q2 		$5.75M Buy
104,044
+92,183
+777% +$4.88M 0.86% 37
2020
Q1 		$573K Sell
11,861
-486
-4% -$25.1K 0.12% 108
2019
Q4 		$654K Buy
12,347
+461
+4% +$25.4K 0.13% 115
2019
Q3 		$654K Buy
11,886
+679
+6% +$37.5K 0.14% 110
2019
Q2 		$638K Buy
11,207
+2,522
+29% +$136K 0.14% 107
2019
Q1 		$466K Buy
8,685
+1,960
+29% +$99.9K 0.13% 118
2018
Q4 		$304K Sell
6,725
-23
-0.3% -$1.1K 0.09% 161
2018
Q3 		$348K Buy
6,748
+819
+14% +$39.8K 0.09% 146
2018
Q2 		$261K Sell
5,929
-213
-3% -$9.81K 0.08% 164
2018
Q1 		$281K Sell
6,142
-3,600
-37% -$179K 0.09% 154
2017
Q4 		$461K Buy
+9,742
New +$478K 0.14% 120
2017
Q1 		– Sell
-65,997
Closed -$2.54M – 141
2016
Q4 		$2.54M Buy
65,997
+948
+1% +$37.1K 1.18% 34
2016
Q3 		$2.56M Buy
65,049
+7,301
+13% +$297K 1.39% 26
2016
Q2 		$2.36M Buy
57,748
+3,202
+6% +$128K 1.35% 27
2016
Q1 		$2.23M Buy
54,546
+6,079
+13% +$225K 1.27% 28
2015
Q4 		$1.77M Buy
48,467
+27,000
+126% +$1.03M 1.1% 35
2015
Q3 		$775K Buy
21,467
+16,502
+332% +$634K 0.5% 53
2015
Q2 		$200K Buy
+4,965
New +$215K 0.11% 138

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

Van Hulzen Asset Management's ORCL Position: Q1 2026 in Review

Van Hulzen Asset Management reduced its Oracle (ORCL) stake by 0.66% in Q1 2026, selling an estimated $12.7K and leaving 11,734 shares worth $1.73M. The position accounts for 0.13% of the portfolio, ranked #111.

Van Hulzen Asset Management first reported a position in ORCL in Q2 2015 and has held it in 41 quarters since. The position peaked at $21.4M in Q2 2024. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Van Hulzen Asset Management held 11,734 shares of Oracle worth $1.73M as of Q1 2026.
  • Van Hulzen Asset Management sold 78 Oracle shares in Q1 2026, an estimated $12.7K.
  • Oracle made up 0.13% of Van Hulzen Asset Management's portfolio in Q1 2026, its #111 holding.
  • Van Hulzen Asset Management first reported a position in Oracle in Q2 2015 and has held it in 41 quarters since.
  • Van Hulzen Asset Management's Oracle position peaked at $21.4M in Q2 2024.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Van Hulzen Asset Management's 13F filing for Q1 2026, filed 14 May 2026.