Vista 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $235K | Hold |
1,595
| – | – | 0.08% | 164 |
|
|
2025
Q4 | $311K | Sell |
1,595
-28
| -2% | -$6.67K | 0.1% | 146 |
|
|
2025
Q3 | $456K | Sell |
1,623
-1,444
| -47% | -$368K | 0.16% | 123 |
|
|
2025
Q2 | $671K | Sell |
3,067
-165
| -5% | -$26.6K | 0.25% | 104 |
|
|
2025
Q1 | $452K | Sell |
3,232
-74
| -2% | -$12K | 0.18% | 122 |
|
|
2024
Q4 | $551K | Sell |
3,306
-182
| -5% | -$32.3K | 0.21% | 114 |
|
|
2024
Q3 | $594K | Sell |
3,488
-381
| -10% | -$55.2K | 0.22% | 109 |
|
|
2024
Q2 | $546K | Sell |
3,869
-116
| -3% | -$14.4K | 0.22% | 112 |
|
|
2024
Q1 | $501K | Sell |
3,985
-33
| -0.8% | -$3.78K | 0.2% | 118 |
|
|
2023
Q4 | $424K | Sell |
4,018
-254
| -6% | -$27.7K | 0.2% | 115 |
|
|
2023
Q3 | $452K | Sell |
4,272
-41
| -1% | -$4.75K | 0.24% | 115 |
|
|
2023
Q2 | $514K | Sell |
4,313
-576
| -12% | -$59.6K | 0.26% | 110 |
|
|
2023
Q1 | $454K | Buy |
4,889
+96
| +2% | +$8.42K | 0.24% | 116 |
|
|
2022
Q4 | $392K | Buy |
4,793
+22
| +0.5% | +$1.67K | 0.22% | 118 |
|
|
2022
Q3 | $291K | Buy |
4,771
+453
| +10% | +$33.2K | 0.18% | 128 |
|
|
2022
Q2 | $302K | Buy |
4,318
+551
| +15% | +$40.3K | 0.18% | 131 |
|
|
2022
Q1 | $312K | Buy |
3,767
+69
| +2% | +$5.59K | 0.17% | 132 |
|
|
2021
Q4 | $322K | Sell |
3,698
-325
| -8% | -$30.5K | 0.17% | 131 |
|
|
2021
Q3 | $351K | Sell |
4,023
-617
| -13% | -$54.5K | 0.21% | 117 |
|
|
2021
Q2 | $361K | Sell |
4,640
-399
| -8% | -$31.2K | 0.21% | 116 |
|
|
2021
Q1 | $354K | Sell |
5,039
-233
| -4% | -$15.1K | 0.22% | 114 |
|
|
2020
Q4 | $341K | Sell |
5,272
-273
| -5% | -$16.3K | 0.23% | 112 |
|
|
2020
Q3 | $331K | Sell |
5,545
-185
| -3% | -$10.5K | 0.25% | 107 |
|
|
2020
Q2 | $317K | Hold |
5,730
| – | – | 0.27% | 107 |
|
|
2020
Q1 | $277K | Buy |
5,730
+253
| +5% | +$13.1K | 0.28% | 102 |
|
|
2019
Q4 | $290K | Buy |
5,477
+94
| +2% | +$5.17K | 0.22% | 115 |
|
|
2019
Q3 | $296K | Buy |
5,383
+339
| +7% | +$18.7K | 0.24% | 109 |
|
|
2019
Q2 | $287K | Sell |
5,044
-70
| -1% | -$3.79K | 0.24% | 112 |
|
|
2019
Q1 | $275K | Sell |
5,114
-4,943
| -49% | -$252K | 0.24% | 112 |
|
|
2018
Q4 | $454K | Sell |
10,057
-38
| -0.4% | -$1.82K | 0.47% | 77 |
|
|
2018
Q3 | $520K | Buy |
10,095
+1,062
| +12% | +$51.6K | 0.46% | 80 |
|
|
2018
Q2 | $398K | Buy |
9,033
+1,933
| +27% | +$89.1K | 0.39% | 92 |
|
|
2018
Q1 | $325K | Sell |
7,100
-392
| -5% | -$19.5K | 0.34% | 99 |
|
|
2017
Q4 | $354K | Buy |
+7,492
| New | +$367K | 0.37% | 90 |
|
Other funds holding ORCL
VCM
VPM
Vista Investment Management's ORCL Position: Q1 2026 in Review
Vista Investment Management held its Oracle (ORCL) position steady in Q1 2026 at 1,595 shares worth $235K. The position accounts for 0.08% of the portfolio, ranked #164.
Vista Investment Management first reported a position in ORCL in Q4 2017 and has held it in 34 quarters since. The position peaked at $671K in Q2 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Vista Investment Management held 1,595 shares of Oracle worth $235K as of Q1 2026.
- Vista Investment Management left its Oracle share count unchanged in Q1 2026.
- Oracle made up 0.08% of Vista Investment Management's portfolio in Q1 2026, its #164 holding.
- Vista Investment Management first reported a position in Oracle in Q4 2017 and has held it in 34 quarters since.
- Vista Investment Management's Oracle position peaked at $671K in Q2 2025.
- 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Vista Investment Management's 13F filing for Q1 2026, filed 15 May 2026.