Bellecapital’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $581K | Sell |
3,964
-535
| -12% | -$97K | 0.09% | 66 |
|
|
2026
Q1 | $662K | Hold |
4,499
| – | – | 0.12% | 70 |
|
|
2025
Q4 | $877K | Buy |
4,499
+2,441
| +119% | +$581K | 0.16% | 63 |
|
|
2025
Q3 | $579K | Hold |
2,058
| – | – | 0.09% | 71 |
|
|
2025
Q2 | $450K | Hold |
2,058
| – | – | 0.08% | 82 |
|
|
2025
Q1 | $288K | Hold |
2,058
| – | – | 0.06% | 101 |
|
|
2024
Q4 | $343K | Sell |
2,058
-1,441
| -41% | -$256K | 0.06% | 104 |
|
|
2024
Q3 | $596K | Hold |
3,499
| – | – | 0.12% | 85 |
|
|
2024
Q2 | $494K | Hold |
3,499
| – | – | 0.1% | 100 |
|
|
2024
Q1 | $440K | Buy |
3,499
+265
| +8% | +$30.3K | 0.1% | 111 |
|
|
2023
Q4 | $341K | Sell |
3,234
-4
| -0.1% | -$437 | 0.08% | 120 |
|
|
2023
Q3 | $343K | Buy |
3,238
+4
| +0.1% | +$463 | 0.09% | 123 |
|
|
2023
Q2 | $385K | Hold |
3,234
| – | – | 0.09% | 117 |
|
|
2023
Q1 | $301K | Hold |
3,234
| – | – | 0.07% | 156 |
|
|
2022
Q4 | $264K | Buy |
+3,234
| New | +$246K | 0.07% | 162 |
|
|
2022
Q3 | – | Sell |
-3,234
| Closed | -$226K | – | 203 |
|
|
2022
Q2 | $226K | Hold |
3,234
| – | – | 0.06% | 182 |
|
|
2022
Q1 | $268K | Sell |
3,234
-3,978
| -55% | -$322K | 0.09% | 167 |
|
|
2021
Q4 | $629K | Sell |
7,212
-1,114
| -13% | -$105K | 0.18% | 95 |
|
|
2021
Q3 | $725K | Hold |
8,326
| – | – | 0.22% | 90 |
|
|
2021
Q2 | $648K | Buy |
8,326
+5,341
| +179% | +$418K | 0.2% | 93 |
|
|
2021
Q1 | $209K | Buy |
+2,985
| New | +$193K | 0.07% | 181 |
|
|
2020
Q1 | – | Sell |
-5,005
| Closed | -$265K | – | 167 |
|
|
2019
Q4 | $265K | Buy |
+5,005
| New | +$276K | 0.14% | 116 |
|
|
2015
Q2 | – | Sell |
-20,471
| Closed | -$883K | – | 51 |
|
|
2015
Q1 | $883K | Hold |
20,471
| – | – | 1.18% | 24 |
|
|
2014
Q4 | $921K | Hold |
20,471
| – | – | 1.25% | 19 |
|
|
2014
Q3 | $784K | Hold |
20,471
| – | – | 0.92% | 30 |
|
|
2014
Q2 | $830K | Sell |
20,471
-1,000
| -5% | -$41.1K | 0.81% | 34 |
|
|
2014
Q1 | $878K | Hold |
21,471
| – | – | 0.76% | 37 |
|
|
2013
Q4 | $821K | Buy |
+21,471
| New | +$738K | 0.79% | 35 |
|
Other funds holding ORCL
Bellecapital's ORCL Position: Q2 2026 in Review
Bellecapital reduced its Oracle (ORCL) stake by 12% in Q2 2026, selling an estimated $97K and leaving 3,964 shares worth $581K. The position accounts for 0.09% of the portfolio, ranked #66.
Bellecapital first reported a position in ORCL in Q4 2013 and has held it in 28 quarters since. The position peaked at $921K in Q4 2014. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Bellecapital held 3,964 shares of Oracle worth $581K as of Q2 2026.
- Bellecapital sold 535 Oracle shares in Q2 2026, an estimated $97K.
- Oracle made up 0.09% of Bellecapital's portfolio in Q2 2026, its #66 holding.
- Bellecapital first reported a position in Oracle in Q4 2013 and has held it in 28 quarters since.
- Bellecapital's Oracle position peaked at $921K in Q4 2014.
- 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Bellecapital's 13F filing for Q2 2026, filed 22 Jul 2026.