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Caldwell Sutter Capital’s Oracle ORCL Stock Holding History

Caldwell Sutter 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
Q2 		$235K Buy
1,605
+85
+6% +$15.4K 0.09% 200
2026
Q1 		$224K Buy
1,520
+236
+18% +$38.4K 0.09% 202
2025
Q4 		$250K Buy
1,284
+50
+4% +$11.9K 0.11% 184
2025
Q3 		$347K Hold
1,234
– – 0.15% 151
2025
Q2 		$270K Buy
1,234
+15
+1% +$2.42K 0.12% 163
2025
Q1 		$170K Buy
1,219
+423
+53% +$68.9K 0.08% 218
2024
Q4 		$133K Sell
796
-2,250
-74% -$400K 0.06% 247
2024
Q3 		$519K Hold
3,046
– – 0.24% 111
2024
Q2 		$430K Buy
3,046
+2,340
+331% +$291K 0.21% 122
2024
Q1 		$88.7K Hold
706
– – 0.04% 288
2023
Q4 		$74.4K Buy
706
+34
+5% +$3.71K 0.04% 303
2023
Q3 		$71.2K Sell
672
-25
-4% -$2.89K 0.04% 295
2023
Q2 		$83K Buy
697
+615
+750% +$63.6K 0.04% 276
2023
Q1 		$7.62K Buy
+82
New +$7.19K 0.01% 413

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 $3.37T AUM 44.26% 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

Caldwell Sutter Capital's ORCL Position: Q2 2026 in Review

Caldwell Sutter Capital increased its Oracle (ORCL) stake by 5.6% in Q2 2026, buying an estimated $15.4K and bringing the position to 1,605 shares worth $235K. The position accounts for 0.09% of the portfolio, ranked #200.

Caldwell Sutter Capital first reported a position in ORCL in Q1 2023 and has held it in 14 quarters since. The position peaked at $519K in Q3 2024. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Caldwell Sutter Capital held 1,605 shares of Oracle worth $235K as of Q2 2026.
  • Caldwell Sutter Capital bought 85 Oracle shares in Q2 2026, an estimated $15.4K.
  • Oracle made up 0.09% of Caldwell Sutter Capital's portfolio in Q2 2026, its #200 holding.
  • Caldwell Sutter Capital first reported a position in Oracle in Q1 2023 and has held it in 14 quarters since.
  • Caldwell Sutter Capital's Oracle position peaked at $519K in Q3 2024.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Caldwell Sutter Capital's 13F filing for Q2 2026, filed 5 Aug 2026.