Wedgewood Investors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $413K | Hold |
2,817
| – | – | 0.42% | 60 |
|
|
2026
Q1 | $414K | Hold |
2,817
| – | – | 0.48% | 56 |
|
|
2025
Q4 | $0 | Sell |
2,817
-155
| -5% | -$36.9K | ﹤0.01% | 106 |
|
|
2025
Q3 | $836K | Sell |
2,972
-25
| -0.8% | -$6.37K | 0.92% | 32 |
|
|
2025
Q2 | $655K | Hold |
2,997
| – | – | 0.75% | 37 |
|
|
2025
Q1 | $419K | Hold |
2,997
| – | – | 0.5% | 54 |
|
|
2024
Q4 | $499K | Sell |
2,997
-1,042
| -26% | -$185K | 0.59% | 47 |
|
|
2024
Q3 | $688K | Hold |
4,039
| – | – | 0.75% | 40 |
|
|
2024
Q2 | $570K | Buy |
+4,039
| New | +$502K | 0.68% | 42 |
|
|
2023
Q4 | $426K | Hold |
4,039
| – | – | 0.53% | 55 |
|
|
2023
Q3 | $428K | Sell |
4,039
-44
| -1% | -$5.09K | 0.58% | 52 |
|
|
2023
Q2 | $486K | Hold |
4,083
| – | – | 0.62% | 52 |
|
|
2023
Q1 | $379K | Hold |
4,083
| – | – | 0.5% | 61 |
|
|
2022
Q4 | $334K | Hold |
4,083
| – | – | 0.44% | 64 |
|
|
2022
Q3 | $249K | Buy |
4,083
+1
| +0% | +$73 | 0.38% | 68 |
|
|
2022
Q2 | $285K | Sell |
4,082
-1
| -0% | -$73 | 0.4% | 66 |
|
|
2022
Q1 | $338K | Hold |
4,083
| – | – | 0.41% | 70 |
|
|
2021
Q4 | $356K | Hold |
4,083
| – | – | 0.42% | 69 |
|
|
2021
Q3 | $356K | Hold |
4,083
| – | – | 0.46% | 66 |
|
|
2021
Q2 | $318K | Hold |
4,083
| – | – | 0.4% | 71 |
|
|
2021
Q1 | $287K | Sell |
4,083
-267
| -6% | -$17.3K | 0.36% | 74 |
|
|
2020
Q4 | $281K | Hold |
4,350
| – | – | 0.37% | 75 |
|
|
2020
Q3 | $260K | Sell |
4,350
-300
| -6% | -$17K | 0.39% | 70 |
|
|
2020
Q2 | $257K | Hold |
4,650
| – | – | 0.41% | 68 |
|
|
2020
Q1 | $225K | Hold |
4,650
| – | – | 0.43% | 66 |
|
|
2019
Q4 | $246K | Hold |
4,650
| – | – | 0.35% | 75 |
|
|
2019
Q3 | $256K | Hold |
4,650
| – | – | 0.38% | 71 |
|
|
2019
Q2 | $265K | Hold |
4,650
| – | – | 0.38% | 71 |
|
|
2019
Q1 | $250K | Buy |
4,650
+185
| +4% | +$9.43K | 0.39% | 72 |
|
|
2018
Q4 | $202K | Hold |
4,465
| – | – | 0.37% | 78 |
|
|
2018
Q3 | $230K | Buy |
+4,465
| New | +$217K | 0.36% | 77 |
|
|
2018
Q2 | – | Sell |
-4,470
| Closed | -$204K | – | 85 |
|
|
2018
Q1 | $204K | Sell |
4,470
-40
| -0.9% | -$1.99K | 0.17% | 112 |
|
|
2017
Q4 | $213K | Sell |
4,510
-27
| -0.6% | -$1.32K | 0.17% | 115 |
|
|
2017
Q3 | $219K | Hold |
4,537
| – | – | 0.18% | 110 |
|
|
2017
Q2 | $227K | Hold |
4,537
| – | – | 0.2% | 108 |
|
|
2017
Q1 | $202K | Buy |
+4,537
| New | +$189K | 0.18% | 117 |
|
Other funds holding ORCL
FWIA
Wedgewood Investors's ORCL Position: Q2 2026 in Review
Wedgewood Investors held its Oracle (ORCL) position steady in Q2 2026 at 2,817 shares worth $413K. The position accounts for 0.42% of the portfolio, ranked #60.
Wedgewood Investors first reported a position in ORCL in Q1 2017 and has held it in 36 quarters since. The position peaked at $836K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Wedgewood Investors held 2,817 shares of Oracle worth $413K as of Q2 2026.
- Wedgewood Investors left its Oracle share count unchanged in Q2 2026.
- Oracle made up 0.42% of Wedgewood Investors's portfolio in Q2 2026, its #60 holding.
- Wedgewood Investors first reported a position in Oracle in Q1 2017 and has held it in 36 quarters since.
- Wedgewood Investors's Oracle position peaked at $836K in Q3 2025.
- 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Wedgewood Investors's 13F filing for Q2 2026, filed 31 Jul 2026.