Wharton Business Group’s Oracle ORCL Stock Holding History

Wharton Business Group’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	$472K	Buy	3,208 +8	+0.3%	+$1.3K	0.02%	98
2025 Q4	$624K	Buy	3,200 +12	+0.4%	+$2.86K	0.02%	92
2025 Q3	$897K	Sell	3,188 -445	-12%	-$113K	0.04%	84
2025 Q2	$794K	Sell	3,633 -675	-16%	-$109K	0.03%	86
2025 Q1	$602K	Sell	4,308 -50	-1%	-$8.14K	0.03%	90
2024 Q4	$726K	Hold	4,358	–	–	0.03%	86
2024 Q3	$743K	Sell	4,358 -111	-2%	-$16.1K	0.03%	88
2024 Q2	$631K	Buy	4,469 +111	+3%	+$13.8K	0.03%	88
2024 Q1	$547K	Sell	4,358 -765	-15%	-$87.6K	0.03%	89
2023 Q4	$540K	Sell	5,123 -710	-12%	-$77.5K	0.03%	89
2023 Q3	$618K	Hold	5,833	–	–	0.03%	90
2023 Q2	$695K	Sell	5,833 -245	-4%	-$25.3K	0.05%	79
2023 Q1	$564K	Hold	6,078	–	–	0.03%	84
2022 Q4	$497K	Hold	6,078	–	–	0.03%	94
2022 Q3	$371K	Hold	6,078	–	–	0.03%	95
2022 Q2	$425K	Sell	6,078 -105	-2%	-$7.69K	0.03%	91
2022 Q1	$512K	Sell	6,183 -130	-2%	-$10.5K	0.03%	86
2021 Q4	$551K	Hold	6,313	–	–	0.03%	90
2021 Q3	$550K	Sell	6,313 -165	-3%	-$14.6K	0.06%	45
2021 Q2	$504K	Hold	6,478	–	–	0.04%	80
2021 Q1	$455K	Hold	6,478	–	–	0.04%	82
2020 Q4	$419K	Sell	6,478 -120	-2%	-$7.14K	0.03%	84
2020 Q3	$394K	Sell	6,598 -255	-4%	-$14.5K	0.04%	78
2020 Q2	$379K	Sell	6,853 -13	-0.2%	-$689	0.04%	74
2020 Q1	$332K	Sell	6,866 -2,872	-29%	-$148K	0.04%	70
2019 Q4	$516K	Sell	9,738 -95	-1%	-$5.23K	0.05%	68
2019 Q3	$541K	Hold	9,833	–	–	0.05%	62
2019 Q2	$560K	Hold	9,833	–	–	0.06%	61
2019 Q1	$528K	Sell	9,833 -132	-1%	-$6.72K	0.05%	65
2018 Q4	$450K	Hold	9,965	–	–	0.05%	70
2018 Q3	$514K	Sell	9,965 -837	-8%	-$40.7K	0.05%	68
2018 Q2	$475K	Buy	10,802 +705	+7%	+$32.5K	0.05%	69
2018 Q1	$462K	Sell	10,097 -51,465	-84%	-$2.56M	0.05%	69
2017 Q4	$2.91M	Sell	61,562 -337	-0.5%	-$16.5K	0.3%	46
2017 Q3	$2.99M	Sell	61,899 -163	-0.3%	-$8.11K	0.32%	46
2017 Q2	$3.11M	Hold	62,062	–	–	0.33%	45
2017 Q1	$2.77M	Sell	62,062 -95	-0.2%	-$3.96K	0.3%	49
2016 Q4	$2.39M	Hold	62,157	–	–	0.28%	52
2016 Q3	$2.44M	Hold	62,157	–	–	0.3%	57
2016 Q2	$2.54M	Buy	62,157 +987	+2%	+$39.4K	0.3%	60
2016 Q1	$2.5M	Hold	61,170	–	–	0.28%	64
2015 Q4	$2.23M	Sell	61,170 -225	-0.4%	-$8.59K	0.22%	69
2015 Q3	$2.22M	Hold	61,395	–	–	0.22%	64
2015 Q2	$2.47K	Sell	61,395 -2,757	-4%	-$120K	0.16%	69
2015 Q1	$2.77M	Sell	64,152 -363,748	-85%	-$15.8M	0.23%	72
2014 Q4	$19.2M	Hold	427,900	–	–	1.59%	22
2014 Q3	$16.4M	Sell	427,900 -240	-0.1%	-$9.72K	1.46%	24
2014 Q2	$17.4M	Buy	428,140 +2,450	+0.6%	+$101K	1.91%	15
2014 Q1	$17.4M	Sell	425,690 -722	-0.2%	-$27.5K	1.4%	23
2013 Q4	$16.3M	Sell	426,412 -6,635	-2%	-$228K	1.37%	21
2013 Q3	$14.4M	Sell	433,047 -18,390	-4%	-$597K	1.21%	23
2013 Q2	$13.9M	Buy	+451,437	New	+$15M	1.21%	28

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wharton Business Group's ORCL Position: Q1 2026 in Review

Wharton Business Group increased its Oracle (ORCL) stake by 0.25% in Q1 2026, buying an estimated $1.3K and bringing the position to 3,208 shares worth $472K. The position accounts for 0.02% of the portfolio, ranked #98.

Wharton Business Group first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $19.2M in Q4 2014. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Wharton Business Group held 3,208 shares of Oracle worth $472K as of Q1 2026.
Wharton Business Group bought 8 Oracle shares in Q1 2026, an estimated $1.3K.
Oracle made up 0.02% of Wharton Business Group's portfolio in Q1 2026, its #98 holding.
Wharton Business Group first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
Wharton Business Group's Oracle position peaked at $19.2M in Q4 2014.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Wharton Business Group's 13F filing for Q1 2026, filed 7 May 2026.