Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
Holdings Activity Buys Sells    History
Holding/activity history for  Oracle Corp. (ORCL)
← All ORCL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2020   Q4 0 0.00 Sell 100.00% 0.22 $58.01–66.36 · VW $62.96i SEC
2020   Q3 270,980 0.22 $59.70 $16,178,000 SEC
2020   Q2 270,980 0.20 Reduce 27.67% 0.07 $50.91–58.45 · VW $55.53i $14,977,000 SEC
2020   Q1 374,645 0.25 Reduce 6.49% 0.01 $39.71–54.72 · VW $49.40i $18,107,000 SEC
2019   Q4 400,665 0.20 Reduce 3.25% <0.01 $47.90–56.66 · VW $51.34i $21,227,000 SEC
2019   Q3 414,105 0.21 Reduce 17.67% 0.04 $51.55–57.33 · VW $55.01i $22,788,000 SEC
2019   Q2 502,955 0.25 Reduce 1.72% <0.01 $49.89–60.50 · VW $54.15i $28,653,000 SEC
2019   Q1 511,755 0.24 Reduce 86.87% 1.46 $50.51–55.53 · VW $52.21i $27,486,000 SEC
2018   Q4 3,897,217 1.68 Reduce 57.35% 1.96 $42.40–53.03 · VW $49.19i $175,959,000 SEC
2018   Q3 9,136,968 3.42 Reduce 48.19% 2.69 $46.34–52.11 · VW $49.07i $471,102,000 SEC
2018   Q2 17,634,720 5.59 Reduce 5.39% 0.36 $42.57–49.70 · VW $46.95i $776,986,000 SEC
2018   Q1 18,639,019 6.72 Reduce 11.68% 0.91 $44.04–53.48 · VW $48.08i $852,735,000 SEC
2017   Q4 21,103,495 7.77 Reduce 0.14% 0.01 $45.92–52.79 · VW $49.79i $997,773,000 SEC
2017   Q3 21,133,029 8.17 Reduce 1.26% 0.11 $47.64–53.14 · VW $49.95i $1,021,782,000 SEC
2017   Q2 21,402,219 8.49 Reduce 0.03% <0.01 $43.74–51.85 · VW $48.64i $1,073,107,000 SEC
2017   Q1 21,408,250 8.05 Reduce 1.73% 0.12 $42.25–46.99 · VW $44.88i $955,022,000 SEC
2016   Q4 21,784,700 7.01 Reduce 0.37% 0.03 $37.64–43.26 · VW $41.16i $837,622,000 SEC
2016   Q3 21,866,286 7.45 Reduce 18.00% 1.73 $37.62–41.42 · VW $39.74i $858,908,000 SEC
2016   Q2 26,667,007 9.59 Add 5.90% 0.53 $38.08–41.91 · VW $40.40i $1,091,481,000 SEC
2016   Q1 25,180,520 9.73 Add 4.12% 0.38 $37.04–42.00 · VW $39.75i $1,030,135,000 SEC
2015   Q4 24,185,250 8.18 Add 1.46% 0.12 $33.13–39.39 · VW $36.43i $883,487,000 SEC
2015   Q3 23,838,300 7.65 Add 17.53% 1.14 $35.24–40.64 · VW $38.28i $861,039,000 SEC
2015   Q2 20,282,100 6.78 Add 6.20% 0.40 $35.14–45.24 · VW $39.16i $817,369,000 SEC
2015   Q1 19,097,865 6.96 Add 0.35% 0.02 $41.26–44.94 · VW $43.23i $824,073,000 SEC
2014   Q4 19,031,900 6.93 Add 14.34% 0.87 $39.92–46.71 · VW $43.48i $855,865,000 SEC
2014   Q3 16,645,400 5.44 Add 5.28% 0.27 $35.82–42.51 · VW $40.25i $637,186,000 SEC
2014   Q2 15,810,200 5.37 Add 1.15% 0.06 $39.53–43.19 · VW $41.42i $640,787,000 SEC
2014   Q1 15,631,000 5.77 Add 7.04% 0.38 $37.38–42.35 · VW $40.58i $639,464,000 SEC
2013   Q4 14,602,300 5.43 Add 27.19% 1.16 $33.22–39.37 · VW $37.23i $558,684,000 SEC
2013   Q3 11,481,100 4.07 Add 19.28% 0.66 $31.82–35.42 · VW $34.18i $380,828,000 SEC
2013   Q2 9,625,600 3.27 Add 49.25% 1.08 $29.86–34.75 · VW $32.16i $295,699,000 SEC
2013   Q1 6,449,500 2.35 Add 6.00% 0.13 $31.16–36.43 · VW $33.79i $208,577,000 SEC
2012   Q4 6,084,500 2.55 Add 13.21% 0.30 $31.31–36.31 · VW $33.95i $202,736,000 SEC
2012   Q3 5,374,300 2.16 Add 15.60% 0.29 $29.52–33.29 · VW $31.66i $169,237,000 SEC
2012   Q2 4,648,900 1.81 Add 416.03% 1.46 $25.84–32.30 · VW $29.93i $138,072,000 SEC
2012   Q1 900,900 0.38 Buy 0.38 $25.33–31.15 · VW $27.65i $26,270,000 SEC
Price snapshot:
Current price$131.54
52-week low$131.35
52-week high$341.82