AlTi Global’s Oracle ORCL Stock Holding History

AlTi Global’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.95M	Sell	67,622 -19,185	-22%	-$3.12M	0.22%	58
2025 Q4	$16.9M	Sell	86,807 -1,259	-1%	-$300K	0.36%	37
2025 Q3	$24.8M	Buy	88,066 +1,223	+1%	+$311K	0.58%	25
2025 Q2	$19.1M	Sell	86,843 -19,675	-18%	-$3.18M	0.48%	32
2025 Q1	$14.9M	Sell	106,518 -2,199	-2%	-$358K	0.39%	31
2024 Q4	$18.1M	Sell	108,717 -9,164	-8%	-$1.63M	0.44%	30
2024 Q3	$20.1M	Sell	117,881 -12,780	-10%	-$1.85M	0.48%	28
2024 Q2	$18.4M	Sell	130,661 -9,432	-7%	-$1.17M	0.5%	28
2024 Q1	$17.6M	Buy	140,093 +9,228	+7%	+$1.06M	0.49%	27
2023 Q4	$13.8M	Buy	+130,865	New	+$14.3M	0.42%	28

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AlTi Global's ORCL Position: Q1 2026 in Review

AlTi Global reduced its Oracle (ORCL) stake by 22% in Q1 2026, selling an estimated $3.12M and leaving 67,622 shares worth $9.95M. The position accounts for 0.22% of the portfolio, ranked #58.

AlTi Global first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $24.8M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

AlTi Global held 67,622 shares of Oracle worth $9.95M as of Q1 2026.
AlTi Global sold 19,185 Oracle shares in Q1 2026, an estimated $3.12M.
Oracle made up 0.22% of AlTi Global's portfolio in Q1 2026, its #58 holding.
AlTi Global first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
AlTi Global's Oracle position peaked at $24.8M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.