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Winthrop Capital Management’s Oracle ORCL Stock Holding History

Winthrop Capital Management’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 		$1.56M Buy
10,583
+441
+4% +$71.7K 0.4% 51
2025
Q4 		$1.98M Sell
10,142
-319
-3% -$76K 0.46% 44
2025
Q3 		$2.94M Buy
10,461
+162
+2% +$41.3K 0.71% 36
2025
Q2 		$2.25M Buy
10,299
+6
+0.1% +$969 0.57% 40
2025
Q1 		$1.44M Sell
10,293
-330
-3% -$53.7K 0.4% 51
2024
Q4 		$1.77M Buy
10,623
+1,325
+14% +$235K 0.47% 45
2024
Q3 		$1.58M Sell
9,298
-893
-9% -$129K 0.75% 25
2024
Q2 		$1.44M Buy
10,191
+100
+1% +$12.4K 0.72% 25
2024
Q1 		$1.27M Sell
10,091
-306
-3% -$35K 0.58% 32
2023
Q4 		$1.1M Buy
+10,397
New +$1.13M 0.36% 55

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

Winthrop Capital Management's ORCL Position: Q1 2026 in Review

Winthrop Capital Management increased its Oracle (ORCL) stake by 4.3% in Q1 2026, buying an estimated $71.7K and bringing the position to 10,583 shares worth $1.56M. The position accounts for 0.4% of the portfolio, ranked #51.

Winthrop Capital Management first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.94M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Winthrop Capital Management held 10,583 shares of Oracle worth $1.56M as of Q1 2026.
  • Winthrop Capital Management bought 441 Oracle shares in Q1 2026, an estimated $71.7K.
  • Oracle made up 0.4% of Winthrop Capital Management's portfolio in Q1 2026, its #51 holding.
  • Winthrop Capital Management first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
  • Winthrop Capital Management's Oracle position peaked at $2.94M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.