ORCL ORACLE CORP

Ownership history in Steigerwald, Gordon & Koch Inc.  ·  26 quarters on record

AI Ownership Summary

Steigerwald, Gordon & Koch Inc. reported ORACLE CORP (ORCL) in 26 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.2% in 2025 Q3. The latest visible filing shows ORCL at 1.65% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ORCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Steigerwald, Gordon & Koch Inc.'s position in ORACLE CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ORCL was reported at 1.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.2% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Steigerwald, Gordon & Koch Inc. held ORCL — position size vs. price
% of Fund (quarterly)    ORCL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 88,400 +6,864 +8.4% 1.65% $17.2M 2026-02-14 (Est.) $160.14
2025 Q3 ADDED 81,536 +7,006 +9.4% 2.20% $22.9M 2025-10-23 $279.33
2025 Q2 ADDED 74,530 +12,077 +19.3% 1.72% $16.3M 2025-07-14 $228.28
2025 Q1 ADDED 62,453 +56,600 +967.0% 0.97% $8.7M 2025-04-10 $132.49
2024 Q4 REDUCED 5,853 -17 -0.3% 0.11% $975K 2025-01-16 $157.94
2024 Q3 ADDED 5,870 +70 +1.2% 0.11% $1.0M 2024-10-09 $175.67
2024 Q2 ADDED 5,800 +496 +9.4% 0.10% $819K 2024-08-07 $124.05
2024 Q1 ADDED 5,304 +7 +0.1% 0.08% $666K 2024-04-16 $118.52
2023 Q4 ADDED 5,297 +84 +1.6% 0.08% $558K 2024-01-16 $104.37
2023 Q3 ADDED 5,213 +83 +1.6% 0.08% $552K 2023-10-11 $106.97
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Steigerwald, Gordon & Koch Inc. and ORCL

These are the practical questions this page is built to answer before you even open the full history table.

How long has Steigerwald, Gordon & Koch Inc. reported owning ORCL?

Steigerwald, Gordon & Koch Inc. reported ORCL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported ORCL position in Steigerwald, Gordon & Koch Inc.'s portfolio?

The largest reported portfolio weight for ORCL was 2.20% in 2025 Q3.

What is the latest reported ORCL position on this page?

The most recent filing on this page is 2025 Q4, when Steigerwald, Gordon & Koch Inc. reported 88,400 shares, equal to 1.65% of portfolio, with an estimated market value of $17.2M.

What does the chart on this ORCL ownership page compare?

The chart compares Steigerwald, Gordon & Koch Inc.'s quarterly ORCL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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