Wright Investors Service’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.16M | Sell |
14,703
-62
| -0.4% | -$10.1K | 0.68% | 38 |
|
|
2025
Q4 | $2.88M | Sell |
14,765
-861
| -6% | -$205K | 0.86% | 31 |
|
|
2025
Q3 | $4.39M | Sell |
15,626
-1,652
| -10% | -$421K | 1.27% | 19 |
|
|
2025
Q2 | $3.78M | Sell |
17,278
-12,925
| -43% | -$2.09M | 1.14% | 24 |
|
|
2025
Q1 | $4.22M | Buy |
30,203
+121
| +0.4% | +$19.7K | 1.4% | 21 |
|
|
2024
Q4 | $5.01M | Buy |
30,082
+1,866
| +7% | +$331K | 1.63% | 17 |
|
|
2024
Q3 | $4.81M | Buy |
28,216
+7,384
| +35% | +$1.07M | 1.26% | 22 |
|
|
2024
Q2 | $2.94M | Buy |
20,832
+650
| +3% | +$80.7K | 0.77% | 37 |
|
|
2024
Q1 | $2.54M | Sell |
20,182
-23,586
| -54% | -$2.7M | 0.64% | 54 |
|
|
2023
Q4 | $4.61M | Sell |
43,768
-2,172
| -5% | -$237K | 1.3% | 19 |
|
|
2023
Q3 | $4.87M | Sell |
45,940
-1,818
| -4% | -$210K | 1.41% | 16 |
|
|
2023
Q2 | $5.69M | Buy |
47,758
+12,503
| +35% | +$1.29M | 1.6% | 13 |
|
|
2023
Q1 | $3.28M | Buy |
35,255
+1,543
| +5% | +$135K | 0.93% | 31 |
|
|
2022
Q4 | $2.76M | Sell |
33,712
-24,233
| -42% | -$1.84M | 0.79% | 44 |
|
|
2022
Q3 | $3.54M | Sell |
57,945
-22,730
| -28% | -$1.66M | 1.11% | 29 |
|
|
2022
Q2 | $5.64M | Sell |
80,675
-12,618
| -14% | -$924K | 1.61% | 12 |
|
|
2022
Q1 | $7.72M | Buy |
93,293
+5,408
| +6% | +$438K | 1.92% | 11 |
|
|
2021
Q4 | $7.66M | Buy |
87,885
+14,237
| +19% | +$1.34M | 1.94% | 9 |
|
|
2021
Q3 | $6.42M | Buy |
+73,648
| New | +$6.51M | 1.82% | 11 |
|
|
2019
Q2 | – | Sell |
-21,676
| Closed | -$1.16M | – | 159 |
|
|
2019
Q1 | $1.16M | Buy |
+21,676
| New | +$1.1M | 0.47% | 62 |
|
|
2016
Q4 | – | Sell |
-58,835
| Closed | -$2.31M | – | 242 |
|
|
2016
Q3 | $2.31M | Sell |
58,835
-1,405
| -2% | -$57.2K | 0.96% | 30 |
|
|
2016
Q2 | $2.47M | Sell |
60,240
-190
| -0.3% | -$7.59K | 1.01% | 29 |
|
|
2016
Q1 | $2.47M | Buy |
60,430
+8,642
| +17% | +$320K | 0.98% | 27 |
|
|
2015
Q4 | $1.89M | Sell |
51,788
-14,773
| -22% | -$564K | 0.7% | 37 |
|
|
2015
Q3 | $2.4M | Buy |
66,561
+21,636
| +48% | +$832K | 1.09% | 19 |
|
|
2015
Q2 | $1.81M | Buy |
44,925
+36
| +0.1% | +$1.56K | 0.86% | 29 |
|
|
2015
Q1 | $1.94M | Buy |
44,889
+4,161
| +10% | +$180K | 0.93% | 27 |
|
|
2014
Q4 | $1.83M | Sell |
40,728
-4,926
| -11% | -$200K | 0.9% | 27 |
|
|
2014
Q3 | $1.75M | Buy |
45,654
+3,952
| +9% | +$160K | 0.86% | 34 |
|
|
2014
Q2 | $1.69M | Sell |
41,702
-778
| -2% | -$32K | 0.76% | 34 |
|
|
2014
Q1 | $1.74M | Sell |
42,480
-2,661
| -6% | -$101K | 0.78% | 32 |
|
|
2013
Q4 | $1.73M | Sell |
45,141
-53
| -0.1% | -$1.82K | 0.76% | 33 |
|
|
2013
Q3 | $1.5M | Buy |
45,194
+911
| +2% | +$29.6K | 0.68% | 41 |
|
|
2013
Q2 | $1.36M | Buy |
+44,283
| New | +$1.47M | 0.64% | 42 |
|
Other funds holding ORCL
VCM
VPM
Wright Investors Service's ORCL Position: Q1 2026 in Review
Wright Investors Service reduced its Oracle (ORCL) stake by 0.42% in Q1 2026, selling an estimated $10.1K and leaving 14,703 shares worth $2.16M. The position accounts for 0.68% of the portfolio, ranked #38.
Wright Investors Service first reported a position in ORCL in Q2 2013 and has held it in 34 quarters since. The position peaked at $7.72M in Q1 2022. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Wright Investors Service held 14,703 shares of Oracle worth $2.16M as of Q1 2026.
- Wright Investors Service sold 62 Oracle shares in Q1 2026, an estimated $10.1K.
- Oracle made up 0.68% of Wright Investors Service's portfolio in Q1 2026, its #38 holding.
- Wright Investors Service first reported a position in Oracle in Q2 2013 and has held it in 34 quarters since.
- Wright Investors Service's Oracle position peaked at $7.72M in Q1 2022.
- 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Wright Investors Service's 13F filing for Q1 2026, filed 29 Apr 2026.