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      Current Value of Holding

      $2.68B

      Shares

      12M

      % of Portfolio

      8.11%

      Average Buy Price

      $153

      Avg closing price
      Price range

      38 Polen Capital Oracle Trades

      Polen Capital's position in Oracle is currently worth $2.68B. That's 8.11% of their entire equity portfolio (3rd largest holding). The first Oracle trade was made in Q2 2013. Since then Polen Capital bought shares 24 more times and sold shares on thirteen occasions. The stake costed the investor $1.83B, netting the investor a gain of 46% so far.

      Avg closing price
      Price range
      Sold 5.0% shares (-626k shares) Q2 2025
      Avg closing price $161.65
      Price range $122.82 - $218.63
      Increased shares by 17.6% (+1.89M shares) Q1 2025
      Avg closing price $162.96
      Price range $139.81 - $186.47
      Increased shares by 22.3% (+1.96M shares) Q4 2024
      Avg closing price $177.54
      Price range $166.64 - $192.43
      New holding (+8.77M shares) Q3 2024
      Avg closing price $144.78
      Price range $125.90 - $170.40
      Sold -4.22k shares Q2 2022
      Avg closing price $73.20
      Price range $64.05 - $84.07
      New holding (+4.22k shares) Q3 2021
      Avg closing price $88.33
      Price range $79.54 - $91.25
      Sold -12k shares Q1 2021
      Avg closing price $64.74
      Price range $60.36 - $72.64
      Sold 98.1% shares (-602k shares) Q4 2020
      Avg closing price $59.53
      Price range $55.59 - $65.30
      Increased shares by 22.4% (+112k shares) Q3 2020
      Avg closing price $56.81
      Price range $53.99 - $60.94
      Increased shares by 58.0% (+184k shares) Q2 2020
      Avg closing price $52.98
      Price range $48.71 - $55.27
      Increased shares by 49.4% (+105k shares) Q1 2020
      Avg closing price $51.61
      Price range $39.80 - $55.73
      Sold 98.6% shares (-14.8M shares) Q4 2019
      Avg closing price $55.05
      Price range $52.70 - $56.89
      Increased shares by 4.3% (+614k shares) Q3 2019
      Avg closing price $55.24
      Price range $51.58 - $60.15
      Increased shares by 3.1% (+430k shares) Q2 2019
      Avg closing price $54.11
      Price range $50.24 - $56.99
      Increased shares by 8.1% (+1.04M shares) Q1 2019
      Avg closing price $50.95
      Price range $44.78 - $54.04
      Increased shares by 2.4% (+303k shares) Q4 2018
      Avg closing price $47.92
      Price range $42.69 - $51.80
      Sold 21.9% shares (-3.55M shares) Q3 2018
      Avg closing price $48.57
      Price range $44.72 - $51.72
      Sold 0.4% shares (-66k shares) Q2 2018
      Avg closing price $46.07
      Price range $42.82 - $48.45
      Increased shares by 3.9% (+612k shares) Q1 2018
      Avg closing price $49.71
      Price range $44.79 - $52.97
      Increased shares by 2.0% (+311k shares) Q4 2017
      Avg closing price $49.05
      Price range $47.28 - $50.90

      News about Oracle Corp. and Polen Capital

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      Oracle Helps Customers Boost Employee Engagement with Strategic Communications and Internal Events

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      Oracle's AI Moonshot: Why Project Stargate Could Propel ORCL Stock Higher

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      Trade Tracker: Bill Baruch sells Oracle and buys Owens Corning

      Trade Tracker: Bill Baruch sells Oracle and buys Owens Corning

      Bill Baruch, founder and president Blue Line Capital, joins CNBC's ¡°Halftime Report¡± to explain his latest portfolio moves.

      youtube.com youtube.com, 12 months ago

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