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
Q2 		$932K Sell
6,358
-64
-1% -$11.6K 0.18% 74
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Altrius Capital Management's ORCL Position: Q2 2026 in Review

Altrius Capital Management reduced its Oracle (ORCL) stake by 1% in Q2 2026, selling an estimated $11.6K and leaving 6,358 shares worth $932K. The position accounts for 0.18% of the portfolio, ranked #74.

Altrius Capital Management first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.77M in Q3 2025. 3,520 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Altrius Capital Management held 6,358 shares of Oracle worth $932K as of Q2 2026.
  • Altrius Capital Management sold 64 Oracle shares in Q2 2026, an estimated $11.6K.
  • Oracle made up 0.18% of Altrius Capital Management's portfolio in Q2 2026, its #74 holding.
  • Altrius Capital Management first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
  • Altrius Capital Management's Oracle position peaked at $1.77M in Q3 2025.
  • 3,520 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Altrius Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.