Woodard & Company Asset Management Group’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 | $684K | Sell |
4,669
-219
| -4% | -$39.7K | 0.1% | 80 |
|
|
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
Woodard & Company Asset Management Group's ORCL Position: Q2 2026 in Review
Woodard & Company Asset Management Group reduced its Oracle (ORCL) stake by 4.5% in Q2 2026, selling an estimated $39.7K and leaving 4,669 shares worth $684K. The position accounts for 0.1% of the portfolio, ranked #80.
Woodard & Company Asset Management Group first reported a position in ORCL in Q4 2017 and has held it in 35 quarters since. The position peaked at $3.65M in Q3 2025. 3,539 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Woodard & Company Asset Management Group held 4,669 shares of Oracle worth $684K as of Q2 2026.
- Woodard & Company Asset Management Group sold 219 Oracle shares in Q2 2026, an estimated $39.7K.
- Oracle made up 0.1% of Woodard & Company Asset Management Group's portfolio in Q2 2026, its #80 holding.
- Woodard & Company Asset Management Group first reported a position in Oracle in Q4 2017 and has held it in 35 quarters since.
- Woodard & Company Asset Management Group's Oracle position peaked at $3.65M in Q3 2025.
- 3,539 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Woodard & Company Asset Management Group's 13F filing for Q2 2026, filed 29 Jul 2026.