Woodard & Company Asset Management Group’s Oracle ORCL Stock Holding History

Woodard & Company Asset Management 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	$719K	Sell	4,888 -9,711	-67%	-$1.58M	0.12%	77
2025 Q4	$2.85M	Buy	14,599 +1,608	+12%	+$383K	0.45%	39
2025 Q3	$3.65M	Sell	12,991 -83	-0.6%	-$21.1K	0.59%	32
2025 Q2	$2.86M	Buy	13,074 +3,569	+38%	+$576K	0.52%	32
2025 Q1	$1.33M	Buy	9,505 +386	+4%	+$62.8K	0.28%	50
2024 Q4	$1.52M	Buy	9,119 +4,762	+109%	+$846K	0.33%	42
2024 Q3	$742K	Hold	4,357	–	–	0.17%	56
2024 Q2	$615K	Hold	4,357	–	–	0.15%	57
2024 Q1	$547K	Hold	4,357	–	–	0.15%	58
2023 Q4	$459K	Hold	4,357	–	–	0.13%	57
2023 Q3	$461K	Hold	4,357	–	–	0.16%	52
2023 Q2	$519K	Buy	4,357 +59	+1%	+$6.1K	0.17%	54
2023 Q1	$399K	Hold	4,298	–	–	0.14%	55
2022 Q4	$351K	Hold	4,298	–	–	0.12%	60
2022 Q3	$262K	Hold	4,298	–	–	0.12%	62
2022 Q2	$300K	Sell	4,298 -500	-10%	-$36.6K	0.12%	61
2022 Q1	$397K	Hold	4,798	–	–	0.17%	62
2021 Q4	$418K	Hold	4,798	–	–	0.2%	56
2021 Q3	$418K	Hold	4,798	–	–	0.26%	55
2021 Q2	$373K	Hold	4,798	–	–	0.22%	60
2021 Q1	$337K	Hold	4,798	–	–	0.21%	62
2020 Q4	$310K	Hold	4,798	–	–	0.19%	59
2020 Q3	$286K	Hold	4,798	–	–	0.19%	52
2020 Q2	$265K	Hold	4,798	–	–	0.18%	53
2020 Q1	$232K	Hold	4,798	–	–	0.17%	56
2019 Q4	$254K	Sell	4,798 -900	-16%	-$49.5K	0.15%	55
2019 Q3	$314K	Buy	5,698 +698	+14%	+$38.6K	0.2%	50
2019 Q2	$285K	Hold	5,000	–	–	2.2%	15
2019 Q1	$269K	Hold	5,000	–	–	2.26%	17
2018 Q4	$226K	Sell	5,000 -698	-12%	-$33.5K	2.29%	20
2018 Q3	$294K	Hold	5,698	–	–	0.27%	43
2018 Q2	$251K	Hold	5,698	–	–	0.24%	42
2018 Q1	$261K	Hold	5,698	–	–	0.26%	39
2017 Q4	$269K	Buy	+5,698	New	+$279K	0.23%	43

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

Woodard & Company Asset Management Group's ORCL Position: Q1 2026 in Review

Woodard & Company Asset Management Group reduced its Oracle (ORCL) stake by 67% in Q1 2026, selling an estimated $1.58M and leaving 4,888 shares worth $719K. The position accounts for 0.12% of the portfolio, ranked #77.

Woodard & Company Asset Management Group first reported a position in ORCL in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.65M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Woodard & Company Asset Management Group held 4,888 shares of Oracle worth $719K as of Q1 2026.
Woodard & Company Asset Management Group sold 9,711 Oracle shares in Q1 2026, an estimated $1.58M.
Oracle made up 0.12% of Woodard & Company Asset Management Group's portfolio in Q1 2026, its #77 holding.
Woodard & Company Asset Management Group first reported a position in Oracle in Q4 2017 and has held it in 34 quarters since.
Woodard & Company Asset Management Group's Oracle position peaked at $3.65M in Q3 2025.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Woodard & Company Asset Management Group's 13F filing for Q1 2026, filed 28 Apr 2026.