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 Q2	$9.31M	Sell	63,559 -4,063	-6%	-$736K	0.19%	63
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AlTi Global's ORCL Position: Q2 2026 in Review

AlTi Global reduced its Oracle (ORCL) stake by 6% in Q2 2026, selling an estimated $736K and leaving 63,559 shares worth $9.31M. The position accounts for 0.19% of the portfolio, ranked #63.

AlTi Global first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $24.8M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

AlTi Global held 63,559 shares of Oracle worth $9.31M as of Q2 2026.
AlTi Global sold 4,063 Oracle shares in Q2 2026, an estimated $736K.
Oracle made up 0.19% of AlTi Global's portfolio in Q2 2026, its #63 holding.
AlTi Global first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
AlTi Global's Oracle position peaked at $24.8M in Q3 2025.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on AlTi Global's 13F filing for Q2 2026, filed 5 Aug 2026.