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
2025
Q4
Sell
-100
Closed -$28.1K 176
2025
Q3
$28.1K Buy
+100
New +$25.5K ﹤0.01% 134

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. 2,230 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.
  • 2,230 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.