Windsor Capital 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
Q2 | $512K | Buy |
3,491
+3
| +0.1% | +$544 | 0.13% | 89 |
|
|
2026
Q1 | $513K | Buy |
3,488
+3
| +0.1% | +$488 | 0.14% | 84 |
|
|
2025
Q4 | $679K | Sell |
3,485
-473
| -12% | -$113K | 0.19% | 70 |
|
|
2025
Q3 | $1.11M | Buy |
3,958
+493
| +14% | +$126K | 0.31% | 51 |
|
|
2025
Q2 | $758K | Buy |
3,465
+4
| +0.1% | +$646 | 0.22% | 65 |
|
|
2025
Q1 | $484K | Buy |
3,461
+3
| +0.1% | +$488 | 0.15% | 85 |
|
|
2024
Q4 | $576K | Buy |
3,458
+2
| +0.1% | +$355 | 0.17% | 76 |
|
|
2024
Q3 | $589K | Buy |
3,456
+3
| +0.1% | +$435 | 0.17% | 76 |
|
|
2024
Q2 | $488K | Buy |
3,453
+4
| +0.1% | +$497 | 0.15% | 83 |
|
|
2024
Q1 | $433K | Buy |
3,449
+3
| +0.1% | +$343 | 0.13% | 86 |
|
|
2023
Q4 | $363K | Buy |
3,446
+5
| +0.1% | +$546 | 0.12% | 88 |
|
|
2023
Q3 | $365K | Buy |
3,441
+3
| +0.1% | +$347 | 0.13% | 85 |
|
|
2023
Q2 | $409K | Buy |
3,438
+5
| +0.1% | +$517 | 0.14% | 80 |
|
|
2023
Q1 | $319K | Buy |
3,433
+4
| +0.1% | +$351 | 0.11% | 91 |
|
|
2022
Q4 | $280K | Buy |
3,429
+5
| +0.1% | +$380 | 0.1% | 93 |
|
|
2022
Q3 | $209K | Buy |
3,424
+4
| +0.1% | +$293 | 0.08% | 107 |
|
|
2022
Q2 | $238K | Buy |
3,420
+4
| +0.1% | +$293 | 0.08% | 107 |
|
|
2022
Q1 | $282K | Buy |
3,416
+4
| +0.1% | +$324 | 0.09% | 104 |
|
|
2021
Q4 | $297K | Buy |
3,412
+4
| +0.1% | +$376 | 0.09% | 101 |
|
|
2021
Q3 | $297K | Buy |
3,408
+3
| +0.1% | +$265 | 0.1% | 98 |
|
|
2021
Q2 | $265K | Buy |
3,405
+5
| +0.1% | +$391 | 0.09% | 101 |
|
|
2021
Q1 | $238K | Buy |
3,400
+4
| +0.1% | +$259 | 0.08% | 106 |
|
|
2020
Q4 | $219K | Buy |
+3,396
| New | +$202K | 0.08% | 111 |
|
|
2020
Q3 | – | Sell |
-4,788
| Closed | -$264K | – | 113 |
|
|
2020
Q2 | $264K | Buy |
4,788
+5
| +0.1% | +$265 | 0.11% | 101 |
|
|
2020
Q1 | $231K | Buy |
+4,783
| New | +$247K | 0.12% | 105 |
|
|
2015
Q4 | – | Sell |
-770
| Closed | -$27K | – | 325 |
|
|
2015
Q3 | $27K | Buy |
+770
| New | +$29.6K | 0.02% | 225 |
|
|
2014
Q1 | – | Sell |
-918
| Closed | -$35K | – | 226 |
|
|
2013
Q4 | $35K | Buy |
918
+148
| +19% | +$5.09K | 0.02% | 202 |
|
|
2013
Q3 | $26K | Hold |
770
| – | – | 0.02% | 245 |
|
|
2013
Q2 | $24K | Buy |
+770
| New | +$25.5K | 0.01% | 249 |
|
Other funds holding ORCL
Windsor Capital Management's ORCL Position: Q2 2026 in Review
Windsor Capital Management increased its Oracle (ORCL) stake by 0.09% in Q2 2026, buying an estimated $544 and bringing the position to 3,491 shares worth $512K. The position accounts for 0.13% of the portfolio, ranked #89.
Windsor Capital Management first reported a position in ORCL in Q2 2013 and has held it in 29 quarters since. The position peaked at $1.11M in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Windsor Capital Management held 3,491 shares of Oracle worth $512K as of Q2 2026.
- Windsor Capital Management bought 3 Oracle shares in Q2 2026, an estimated $544.
- Oracle made up 0.13% of Windsor Capital Management's portfolio in Q2 2026, its #89 holding.
- Windsor Capital Management first reported a position in Oracle in Q2 2013 and has held it in 29 quarters since.
- Windsor Capital Management's Oracle position peaked at $1.11M in Q3 2025.
- 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Windsor Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.