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Cape Ann Savings Bank’s Oracle ORCL Stock Holding History

Cape Ann Savings Bank’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 		$887K Buy
6,052
+85
+1% +$15.4K 0.42% 53
2026
Q1 		$878K Sell
5,967
-115
-2% -$18.7K 0.44% 48
2025
Q4 		$1.19M Buy
6,082
+40
+0.7% +$9.52K 0.61% 42
2025
Q3 		$1.7M Buy
6,042
+162
+3% +$41.3K 0.91% 26
2025
Q2 		$1.29M Hold
5,880
– – 0.77% 35
2025
Q1 		$822K Buy
5,880
+60
+1% +$9.77K 0.52% 45
2024
Q4 		$970K Buy
5,820
+65
+1% +$11.5K 0.57% 43
2024
Q3 		$981K Buy
5,755
+341
+6% +$49.4K 0.57% 43
2024
Q2 		$764K Buy
5,414
+2,735
+102% +$340K 0.47% 49
2024
Q1 		$337K Buy
+2,679
New +$307K 0.21% 72
2018
Q4 		– Sell
-6,482
Closed -$335K – 61
2018
Q3 		$335K Buy
6,482
+115
+2% +$5.59K 0.4% 48
2018
Q2 		$308K Buy
+6,367
New +$293K 0.38% 48
2017
Q4 		$303K Buy
+6,397
New +$314K 0.38% 50
2017
Q2 		$302K Sell
6,032
-90
-1% -$4.1K 0.4% 50
2017
Q1 		$273K Hold
6,122
– – 0.37% 53
2016
Q4 		$246K Sell
6,122
-124
-2% -$4.85K 0.35% 56
2016
Q3 		$245K Sell
6,246
-51
-0.8% -$2.08K 0.34% 60
2016
Q2 		$258K Buy
6,297
+584
+10% +$23.3K 0.35% 59
2016
Q1 		$234K Buy
+5,713
New +$211K 0.32% 61

Other funds holding ORCL

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cape Ann Savings Bank's ORCL Position: Q2 2026 in Review

Cape Ann Savings Bank increased its Oracle (ORCL) stake by 1.4% in Q2 2026, buying an estimated $15.4K and bringing the position to 6,052 shares worth $887K. The position accounts for 0.42% of the portfolio, ranked #53.

Cape Ann Savings Bank first reported a position in ORCL in Q1 2016 and has held it in 19 quarters since. The position peaked at $1.7M in Q3 2025. 2,148 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cape Ann Savings Bank held 6,052 shares of Oracle worth $887K as of Q2 2026.
  • Cape Ann Savings Bank bought 85 Oracle shares in Q2 2026, an estimated $15.4K.
  • Oracle made up 0.42% of Cape Ann Savings Bank's portfolio in Q2 2026, its #53 holding.
  • Cape Ann Savings Bank first reported a position in Oracle in Q1 2016 and has held it in 19 quarters since.
  • Cape Ann Savings Bank's Oracle position peaked at $1.7M in Q3 2025.
  • 2,148 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cape Ann Savings Bank's 13F filing for Q2 2026, filed 4 Aug 2026.