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Boreal Capital Management’s Oracle ORCL Stock Holding History

Boreal 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
Q1 		$456K Buy
3,101
+1,510
+95% +$245K 0.37% 68
2025
Q4 		$310K Buy
1,591
+787
+98% +$187K 0.23% 101
2025
Q3 		$226K Buy
804
+579
+257% +$147K 0.18% 122
2025
Q2 		$49.2K Buy
+225
New +$36.3K 0.04% 211

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Boreal Capital Management's ORCL Position: Q1 2026 in Review

Boreal Capital Management increased its Oracle (ORCL) stake by 95% in Q1 2026, buying an estimated $245K and bringing the position to 3,101 shares worth $456K. The position accounts for 0.37% of the portfolio, ranked #68.

Boreal Capital Management first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Boreal Capital Management held 3,101 shares of Oracle worth $456K as of Q1 2026.
  • Boreal Capital Management bought 1,510 Oracle shares in Q1 2026, an estimated $245K.
  • Oracle made up 0.37% of Boreal Capital Management's portfolio in Q1 2026, its #68 holding.
  • Boreal Capital Management first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Boreal Capital Management's 13F filing for Q1 2026, filed 14 May 2026.