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Capital Advantage’s Oracle ORCL Stock Holding History

Capital Advantage’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 		– Sell
-1,430
Closed -$279K – 149
2025
Q4 		$279K Buy
1,430
+69
+5% +$16.4K 0.04% 127
2025
Q3 		$383K Sell
1,361
-6,464
-83% -$1.65M 0.06% 106
2025
Q2 		$1.71M Sell
7,825
-526
-6% -$84.9K 0.27% 46
2025
Q1 		$1.39M Hold
8,351
– – 0.25% 47
2024
Q4 		$1.39M Buy
+8,351
New +$1.48M 0.25% 47
2021
Q2 		– Sell
-9,075
Closed -$637K – 88
2021
Q1 		$637K Buy
9,075
+981
+12% +$63.5K 0.17% 50
2020
Q4 		$510K Buy
+8,094
New +$482K 0.15% 54

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

Capital Advantage's ORCL Position: Q1 2026 in Review

Capital Advantage sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,430 shares — an estimated $279K sold.

Capital Advantage first reported a position in ORCL in Q4 2020 and held it in 7 quarters. The position peaked at $1.71M in Q2 2025. 3,470 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Capital Advantage reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Capital Advantage sold 1,430 Oracle shares in Q1 2026, an estimated $279K.
  • Capital Advantage first reported a position in Oracle in Q4 2020 and held it in 7 quarters.
  • Capital Advantage's Oracle position peaked at $1.71M in Q2 2025.
  • 3,470 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Capital Advantage's 13F filing for Q1 2026, filed 13 Apr 2026.