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	$10.6M	Buy	+72,400	New	+$13.1M	﹤0.01%	1139
2026 Q1	–	Sell	-3,472,100	Closed	-$677M	–	3954
2025 Q4	$677M	Buy	3,472,100 +3,470,300	+192,794%	+$826M	0.23%	80
2025 Q3	$506K	Buy	+1,800	New	+$458K	﹤0.01%	2267
2024 Q4	–	Sell	-159,100	Closed	-$26.8M	–	3839
2024 Q3	$26.8M	Buy	+159,100	New	+$23M	0.01%	675
2024 Q1	–	Sell	-169,500	Closed	-$18M	–	4209
2023 Q4	$18M	Buy	169,500 +42,500	+33%	+$4.64M	0.01%	824
2023 Q3	$15.8M	Buy	127,000 +126,700	+42,233%	+$14.7M	0.01%	796
2023 Q2	$37.9K	Hold	300	–	–	﹤0.01%	3640
2023 Q1	$27.9K	Buy	+300	New	+$26.3K	﹤0.01%	3472
2022 Q2	–	Sell	-184,400	Closed	-$15.5M	–	4334
2022 Q1	$15.5M	Buy	+184,400	New	+$14.9M	0.01%	948
2019 Q3	–	Sell	-41,100	Closed	-$2.34M	–	4916
2019 Q2	$2.34M	Buy	+41,100	New	+$2.22M	﹤0.01%	1587
2015 Q3	–	Sell	-50	Closed	-$2K	–	4106
2015 Q2	$2K	Buy	+50	New	+$2.17K	﹤0.01%	3760
2014 Q4	–	Sell	-192,500	Closed	-$7.37M	–	4128
2014 Q3	$7.37M	Sell	192,500 -92,400	-32%	-$3.74M	0.01%	939
2014 Q2	$11.5M	Sell	284,900 -100,100	-26%	-$4.12M	0.01%	754
2014 Q1	$15.8M	Buy	385,000 +215,000	+126%	+$8.18M	0.02%	497
2013 Q4	$6.5M	Buy	+170,000	New	+$5.84M	0.01%	744

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

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.