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Capital Investment Advisors’s Oracle ORCL Stock Holding History

Capital Investment Advisors’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 		$10.5M Sell
71,113
-161
-0.2% -$26.2K 0.15% 113
2025
Q4 		$13.9M Buy
71,274
+1,354
+2% +$322K 0.21% 94
2025
Q3 		$19.7M Buy
69,920
+51
+0.1% +$13K 0.32% 74
2025
Q2 		$15.3M Buy
69,869
+91
+0.1% +$14.7K 0.27% 85
2025
Q1 		$9.76M Sell
69,778
-1,277
-2% -$208K 0.19% 103
2024
Q4 		$11.8M Buy
71,055
+1,527
+2% +$271K 0.24% 91
2024
Q3 		$11.8M Sell
69,528
-6,344
-8% -$919K 0.24% 88
2024
Q2 		$10.7M Buy
75,872
+5,516
+8% +$685K 0.24% 89
2024
Q1 		$8.84M Buy
70,356
+4,178
+6% +$478K 0.21% 99
2023
Q4 		$6.98M Sell
66,178
-1,548
-2% -$169K 0.18% 105
2023
Q3 		$7.17M Sell
67,726
-1,148
-2% -$133K 0.2% 101
2023
Q2 		$8.2M Sell
68,874
-1,737
-2% -$180K 0.25% 81
2023
Q1 		$6.56M Sell
70,611
-1,954
-3% -$171K 0.19% 104
2022
Q4 		$5.93M Sell
72,565
-7,309
-9% -$555K 0.18% 110
2022
Q3 		$4.88M Buy
79,874
+1,029
+1% +$75.3K 0.17% 114
2022
Q2 		$5.51M Sell
78,845
-2,267
-3% -$166K 0.18% 109
2022
Q1 		$6.71M Buy
81,112
+1,732
+2% +$140K 0.2% 105
2021
Q4 		$6.92M Buy
79,380
+5,529
+7% +$519K 0.21% 100
2021
Q3 		$6.43M Sell
73,851
-668
-0.9% -$59K 0.22% 94
2021
Q2 		$5.8M Buy
74,519
+26
+0% +$2.04K 0.2% 97
2021
Q1 		$5.23M Buy
74,493
+86
+0.1% +$5.57K 0.2% 98
2020
Q4 		$4.81M Sell
74,407
-647
-0.9% -$38.5K 0.2% 94
2020
Q3 		$4.48M Buy
75,054
+500
+0.7% +$28.4K 0.21% 95
2020
Q2 		$4.12M Sell
74,554
-5
-0% -$265 0.21% 95
2020
Q1 		$3.6M Sell
74,559
-2,924
-4% -$151K 0.23% 93
2019
Q4 		$4.11M Sell
77,483
-292
-0.4% -$16.1K 0.2% 109
2019
Q3 		$4.28M Sell
77,775
-437
-0.6% -$24.1K 0.22% 106
2019
Q2 		$4.46M Buy
78,212
+1,291
+2% +$69.9K 0.24% 97
2019
Q1 		$4.13M Sell
76,921
-687
-0.9% -$35K 0.24% 97
2018
Q4 		$3.5M Sell
77,608
-726
-0.9% -$34.8K 0.23% 95
2018
Q3 		$4.04M Sell
78,334
-1,428
-2% -$69.4K 0.24% 89
2018
Q2 		$3.51M Buy
79,762
+2,979
+4% +$137K 0.22% 94
2018
Q1 		$3.51M Sell
76,783
-25
-0% -$1.24K 0.23% 93
2017
Q4 		$3.63M Sell
76,808
-2,369
-3% -$116K 0.24% 94
2017
Q3 		$3.83M Sell
79,177
-2,095
-3% -$104K 0.26% 85
2017
Q2 		$4.08M Buy
81,272
+2,356
+3% +$107K 0.29% 81
2017
Q1 		$3.52M Buy
78,916
+868
+1% +$36.1K 0.27% 87
2016
Q4 		$3M Sell
78,048
-973
-1% -$38.1K 0.25% 89
2016
Q3 		$3.1M Sell
79,021
-1,585
-2% -$64.6K 0.27% 84
2016
Q2 		$3.3M Buy
80,606
+998
+1% +$39.9K 0.31% 70
2016
Q1 		$3.26M Sell
79,608
-218
-0.3% -$8.07K 0.32% 69
2015
Q4 		$2.92M Sell
79,826
-118
-0.1% -$4.51K 0.3% 73
2015
Q3 		$2.89M Sell
79,944
-902
-1% -$34.7K 0.32% 68
2015
Q2 		$3.26M Sell
80,846
-2,029
-2% -$88K 0.35% 68
2015
Q1 		$3.58M Buy
82,875
+737
+0.9% +$31.9K 0.38% 62
2014
Q4 		$3.69M Buy
82,138
+70
+0.1% +$2.85K 0.41% 63
2014
Q3 		$3.14M Sell
82,068
-294
-0.4% -$11.9K 0.36% 74
2014
Q2 		$3.34M Sell
82,362
-894
-1% -$36.8K 0.38% 70
2014
Q1 		$3.41M Buy
83,256
+1,012
+1% +$38.5K 0.43% 67
2013
Q4 		$3.15M Buy
+82,244
New +$2.83M 0.42% 64

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 Investment Advisors's ORCL Position: Q1 2026 in Review

Capital Investment Advisors reduced its Oracle (ORCL) stake by 0.23% in Q1 2026, selling an estimated $26.2K and leaving 71,113 shares worth $10.5M. The position accounts for 0.15% of the portfolio, ranked #113.

Capital Investment Advisors first reported a position in ORCL in Q4 2013 and has held it in 50 quarters since. The position peaked at $19.7M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Capital Investment Advisors held 71,113 shares of Oracle worth $10.5M as of Q1 2026.
  • Capital Investment Advisors sold 161 Oracle shares in Q1 2026, an estimated $26.2K.
  • Oracle made up 0.15% of Capital Investment Advisors's portfolio in Q1 2026, its #113 holding.
  • Capital Investment Advisors first reported a position in Oracle in Q4 2013 and has held it in 50 quarters since.
  • Capital Investment Advisors's Oracle position peaked at $19.7M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.