Bank of Montreal
ORCL icon

Bank of Montreal’s Oracle ORCL Stock Holding History

Bank of Montreal’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 		$2.97M Buy
20,300
+17,200
+555% +$3.12M ﹤0.01% 1570
2026
Q1 		$456K Sell
3,100
-26,600
-90% -$4.32M ﹤0.01% 2431
2025
Q4 		$5.79M Buy
+29,700
New +$7.07M ﹤0.01% 1277
2025
Q3 		– Sell
-162,200
Closed -$35.5M – 3738
2025
Q2 		$35.5M Sell
162,200
-263,800
-62% -$42.6M 0.02% 541
2025
Q1 		$59.6M Buy
426,000
+396,300
+1,334% +$64.5M 0.03% 388
2024
Q4 		$4.95M Sell
29,700
-3,400
-10% -$604K ﹤0.01% 1218
2024
Q3 		$5.59M Buy
33,100
+14,100
+74% +$2.04M ﹤0.01% 1264
2024
Q2 		$2.68M Buy
19,000
+16,100
+555% +$2M ﹤0.01% 1528
2024
Q1 		$375K Sell
2,900
-180,700
-98% -$20.7M ﹤0.01% 2628
2023
Q4 		$19.5M Buy
183,600
+18,600
+11% +$2.03M 0.01% 793
2023
Q3 		$20.6M Buy
+165,000
New +$19.1M 0.01% 707
2020
Q3 		– Sell
-21,900
Closed -$1.26M – 4887
2020
Q2 		$1.26M Sell
21,900
-14,300
-40% -$758K ﹤0.01% 1821
2020
Q1 		$1.8M Buy
36,200
+11,100
+44% +$573K ﹤0.01% 1469
2019
Q4 		$1.33M Sell
25,100
-166,000
-87% -$9.14M ﹤0.01% 2096
2019
Q3 		$10.5M Buy
191,100
+144,300
+308% +$7.97M 0.01% 863
2019
Q2 		$2.67M Buy
46,800
+46,770
+155,900% +$2.53M ﹤0.01% 1508
2019
Q1 		$2K Buy
+30
New +$1.53K ﹤0.01% 4153
2018
Q4 		– Sell
-49,000
Closed -$2.53M – 4798
2018
Q3 		$2.53M Buy
+49,000
New +$2.38M ﹤0.01% 1551
2014
Q4 		– Sell
-330,000
Closed -$12.6M – 4127
2014
Q3 		$12.6M Buy
330,000
+270,000
+450% +$10.9M 0.01% 703
2014
Q2 		$2.43M Sell
60,000
-115,000
-66% -$4.73M ﹤0.01% 1379
2014
Q1 		$7.16M Buy
+175,000
New +$6.66M 0.01% 796

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 $3.38T AUM 44.17% 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

Bank of Montreal's ORCL Position: Q2 2026 in Review

Bank of Montreal reduced its Oracle (ORCL) stake by 6.9% in Q2 2026, selling an estimated $54.5M and leaving 4,058,532 shares worth $595M. The position accounts for 0.2% of the portfolio, ranked #99.

Bank of Montreal first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $1.59B in Q4 2025. 3,536 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Bank of Montreal held 4,058,532 shares of Oracle worth $595M as of Q2 2026.
  • Bank of Montreal sold 300,789 Oracle shares in Q2 2026, an estimated $54.5M.
  • Oracle made up 0.2% of Bank of Montreal's portfolio in Q2 2026, its #99 holding.
  • Bank of Montreal first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • Bank of Montreal's Oracle position peaked at $1.59B in Q4 2025.
  • 3,536 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.