Apella Capital
ORCL icon

Apella Capital’s Oracle ORCL Stock Holding History

Apella Capital’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
Q3 		$2.62M Buy
18,216
+2,091
+13% +$295K 0.03% 253
2026
Q2 		$2.28M Sell
16,125
-1,620
-9% -$294K 0.03% 245
2026
Q1 		$3.11M Buy
17,745
+6,296
+55% +$1.02M 0.05% 213
2025
Q4 		$2.23M Buy
11,449
+1,032
+10% +$246K 0.04% 192
2025
Q3 		$3.26M Buy
10,417
+655
+7% +$167K 0.07% 152
2025
Q2 		$2.27M Buy
9,762
+746
+8% +$120K 0.06% 156
2025
Q1 		$1.26M Buy
9,016
+2,600
+41% +$423K 0.04% 169
2024
Q4 		$1.07M Sell
6,416
-153
-2% -$27.2K 0.04% 159
2024
Q3 		$1.1M Sell
6,569
-3
-0% -$435 0.05% 143
2024
Q2 		$924K Buy
6,572
+1,749
+36% +$217K 0.04% 152
2024
Q1 		$594K Sell
4,823
-59
-1% -$6.75K 0.03% 177
2023
Q4 		$501K Sell
4,882
-9
-0.2% -$982 0.03% 184
2023
Q3 		$518K Buy
4,891
+50
+1% +$5.79K 0.04% 166
2023
Q2 		$576K Buy
+4,841
New +$501K 0.04% 163
2022
Q4 		$366K Buy
4,478
+91
+2% +$6.92K 0.03% 171
2022
Q3 		$268K Hold
4,387
– – 0.03% 184
2022
Q2 		$307K Hold
4,387
– – 0.04% 176
2022
Q1 		$363K Buy
4,387
+405
+10% +$32.8K 0.05% 148
2021
Q4 		$347K Buy
3,982
+1,067
+37% +$100K 0.04% 150
2021
Q3 		$254K Hold
2,915
– – 0.04% 178
2021
Q2 		$227K Buy
+2,915
New +$228K 0.04% 196

Other funds holding ORCL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Apella Capital's ORCL Position: Q3 2026 in Review

Apella Capital increased its Oracle (ORCL) stake by 13% in Q3 2026, buying an estimated $295K and bringing the position to 18,216 shares worth $2.62M. The position accounts for 0.03% of the portfolio, ranked #253.

Apella Capital first reported a position in ORCL in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.26M in Q3 2025. 2,671 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Apella Capital held 18,216 shares of Oracle worth $2.62M as of Q3 2026.
  • Apella Capital bought 2,091 Oracle shares in Q3 2026, an estimated $295K.
  • Oracle made up 0.03% of Apella Capital's portfolio in Q3 2026, its #253 holding.
  • Apella Capital first reported a position in Oracle in Q2 2021 and has held it in 21 quarters since.
  • Apella Capital's Oracle position peaked at $3.26M in Q3 2025.
  • 2,671 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.