WA
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Waverly Advisors’s Oracle ORCL Stock Holding History

Waverly Advisors’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 		$37.1M Buy
252,466
+18,211
+8% +$2.96M 0.28% 77
2025
Q4 		$45.7M Sell
234,255
-4,493
-2% -$1.07M 0.37% 62
2025
Q3 		$67.1M Sell
238,748
-5,455
-2% -$1.39M 0.67% 31
2025
Q2 		$53.4M Buy
244,203
+28,805
+13% +$4.65M 0.59% 36
2025
Q1 		$30.1M Buy
215,398
+57,834
+37% +$9.42M 0.37% 61
2024
Q4 		$26.3M Buy
157,564
+85,234
+118% +$15.1M 0.41% 49
2024
Q3 		$12.3M Buy
72,330
+829
+1% +$120K 0.23% 92
2024
Q2 		$10.1M Buy
71,501
+57,694
+418% +$7.16M 0.2% 107
2024
Q1 		$1.73M Buy
13,807
+6,049
+78% +$692K 0.04% 281
2023
Q4 		$818K Buy
7,758
+1,248
+19% +$136K 0.03% 241
2023
Q3 		$690K Buy
6,510
+34
+0.5% +$3.94K 0.03% 226
2023
Q2 		$771K Buy
6,476
+109
+2% +$11.3K 0.03% 205
2023
Q1 		$592K Sell
6,367
-1,450
-19% -$127K 0.03% 173
2022
Q4 		$639K Buy
7,817
+1,350
+21% +$103K 0.04% 153
2022
Q3 		$395K Buy
6,467
+921
+17% +$67.4K 0.03% 175
2022
Q2 		$388K Buy
5,546
+1,979
+55% +$145K 0.04% 143
2022
Q1 		$295K Buy
3,567
+45
+1% +$3.64K 0.02% 157
2021
Q4 		$281K Sell
3,522
-11
-0.3% -$1.03K 0.02% 166
2021
Q3 		$332K Buy
3,533
+32
+0.9% +$2.83K 0.03% 161
2021
Q2 		$316K Sell
3,501
-88
-2% -$6.89K 0.03% 148
2021
Q1 		$283K Buy
3,589
+11
+0.3% +$712 0.03% 141
2020
Q4 		$224K Buy
+3,578
New +$213K 0.02% 141
2020
Q3 		– Sell
-3,940
Closed -$213K – 153
2020
Q2 		$213K Sell
3,940
-419
-10% -$22.2K 0.03% 139
2020
Q1 		$211K Sell
4,359
-79
-2% -$4.08K 0.04% 131
2019
Q4 		$243K Sell
4,438
-97
-2% -$5.34K 0.03% 121
2019
Q3 		$250K Sell
4,535
-3,257
-42% -$180K 0.04% 113
2019
Q2 		$444K Hold
7,792
– – 0.07% 81
2019
Q1 		$418K Buy
7,792
+229
+3% +$11.7K 0.06% 79
2018
Q4 		$341K Sell
7,563
-4,881
-39% -$234K 0.06% 82
2018
Q3 		$642K Sell
12,444
-34
-0.3% -$1.65K 0.09% 108
2018
Q2 		$550K Sell
12,478
-3,180
-20% -$147K 0.09% 114
2018
Q1 		$716K Sell
15,658
-64,982
-81% -$3.23M 0.12% 99
2017
Q4 		$3.81M Buy
80,640
+3,120
+4% +$153K 0.54% 24
2017
Q3 		$3.75M Sell
77,520
-308
-0.4% -$15.3K 0.81% 18
2017
Q2 		$3.9M Sell
77,828
-1,745
-2% -$79.5K 0.98% 10
2017
Q1 		$3.55M Buy
79,573
+41,237
+108% +$1.72M 0.94% 10
2016
Q4 		$1.47M Sell
38,336
-638
-2% -$25K 0.55% 26
2016
Q3 		$1.53M Sell
38,974
-3,900
-9% -$159K 0.64% 20
2016
Q2 		$1.75M Buy
42,874
+302
+0.7% +$12.1K 0.8% 15
2016
Q1 		$1.74M Sell
42,572
-9,630
-18% -$356K 1.07% 14
2015
Q4 		$1.91M Buy
52,202
+5,300
+11% +$202K 0.83% 17
2015
Q3 		$1.69M Buy
46,902
+690
+1% +$26.5K 1.17% 11
2015
Q2 		$1.86M Buy
46,212
+398
+0.9% +$17.3K 1.15% 12
2015
Q1 		$1.98M Buy
45,814
+316
+0.7% +$13.7K 1% 11
2014
Q4 		$2.05M Sell
45,498
-416
-0.9% -$16.9K 1.03% 11
2014
Q3 		$1.76M Buy
45,914
+43,124
+1,546% +$1.75M 0.95% 13
2014
Q2 		$113K Sell
2,790
-754
-21% -$31K 0.05% 135
2014
Q1 		$145K Sell
3,544
-13,674
-79% -$520K 0.07% 115
2013
Q4 		$659K Buy
17,218
+537
+3% +$18.5K 0.23% 46
2013
Q3 		$553K Sell
16,681
-587
-3% -$19K 0.28% 34
2013
Q2 		$530K Buy
+17,268
New +$573K 0.31% 36

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

Waverly Advisors's ORCL Position: Q1 2026 in Review

Waverly Advisors increased its Oracle (ORCL) stake by 7.8% in Q1 2026, buying an estimated $2.96M and bringing the position to 252,466 shares worth $37.1M. The position accounts for 0.28% of the portfolio, ranked #77.

Waverly Advisors first reported a position in ORCL in Q2 2013 and has held it in 51 quarters since. The position peaked at $67.1M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Waverly Advisors held 252,466 shares of Oracle worth $37.1M as of Q1 2026.
  • Waverly Advisors bought 18,211 Oracle shares in Q1 2026, an estimated $2.96M.
  • Oracle made up 0.28% of Waverly Advisors's portfolio in Q1 2026, its #77 holding.
  • Waverly Advisors first reported a position in Oracle in Q2 2013 and has held it in 51 quarters since.
  • Waverly Advisors's Oracle position peaked at $67.1M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.