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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
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 $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

Caldwell Sutter Capital's ORCL Position: Q1 2026 in Review

Caldwell Sutter Capital increased its Oracle (ORCL) stake by 18% in Q1 2026, buying an estimated $38.4K and bringing the position to 1,520 shares worth $224K. The position accounts for 0.09% of the portfolio, ranked #202.

Caldwell Sutter Capital first reported a position in ORCL in Q1 2023 and has held it in 13 quarters since. The position peaked at $519K in Q3 2024. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Caldwell Sutter Capital held 1,520 shares of Oracle worth $224K as of Q1 2026.
  • Caldwell Sutter Capital bought 236 Oracle shares in Q1 2026, an estimated $38.4K.
  • Oracle made up 0.09% of Caldwell Sutter Capital's portfolio in Q1 2026, its #202 holding.
  • Caldwell Sutter Capital first reported a position in Oracle in Q1 2023 and has held it in 13 quarters since.
  • Caldwell Sutter Capital's Oracle position peaked at $519K in Q3 2024.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.