ACM
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Altrius Capital Management’s Oracle ORCL Stock Holding History

Altrius Capital Management’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 		$945K Buy
6,422
+111
+2% +$18K 0.19% 73
2025
Q4 		$1.23M Buy
6,311
+8
+0.1% +$1.91K 0.26% 71
2025
Q3 		$1.77M Buy
6,303
+26
+0.4% +$6.62K 0.4% 65
2025
Q2 		$1.37M Hold
6,277
– – 0.32% 67
2025
Q1 		$878K Hold
6,277
– – 0.21% 71
2024
Q4 		$1.05M Sell
6,277
-74
-1% -$13.1K 0.28% 68
2024
Q3 		$1.08M Buy
6,351
+104
+2% +$15.1K 0.27% 67
2024
Q2 		$882K Hold
6,247
– – 0.23% 71
2024
Q1 		$785K Sell
6,247
-47
-0.7% -$5.38K 0.2% 75
2023
Q4 		$664K Sell
6,294
-235
-4% -$25.6K 0.18% 77
2023
Q3 		$692K Buy
6,529
+282
+5% +$32.6K 0.21% 75
2023
Q2 		$744K Buy
+6,247
New +$646K 0.22% 75
2023
Q1 		– Sell
-6,247
Closed -$511K – 92
2022
Q4 		$511K Buy
+6,247
New +$475K 0.16% 81

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altrius Capital Management's ORCL Position: Q1 2026 in Review

Altrius Capital Management increased its Oracle (ORCL) stake by 1.8% in Q1 2026, buying an estimated $18K and bringing the position to 6,422 shares worth $945K. The position accounts for 0.19% of the portfolio, ranked #73.

Altrius Capital Management first reported a position in ORCL in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.77M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Altrius Capital Management held 6,422 shares of Oracle worth $945K as of Q1 2026.
  • Altrius Capital Management bought 111 Oracle shares in Q1 2026, an estimated $18K.
  • Oracle made up 0.19% of Altrius Capital Management's portfolio in Q1 2026, its #73 holding.
  • Altrius Capital Management first reported a position in Oracle in Q4 2022 and has held it in 13 quarters since.
  • Altrius Capital Management's Oracle position peaked at $1.77M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Altrius Capital Management's 13F filing for Q1 2026, filed 5 May 2026.