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Capital Management Associates Inc’s Oracle ORCL Stock Holding History

Capital Management Associates Inc’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 		$2.99M Buy
20,415
+131
+0.6% +$23.7K 0.6% 26
2026
Q1 		$2.98M Buy
20,284
+352
+2% +$57.2K 0.67% 24
2025
Q4 		$3.88M Buy
19,932
+18,685
+1,498% +$4.45M 0.86% 22
2025
Q3 		$351K Buy
+1,247
New +$318K 0.09% 99

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Capital Management Associates Inc's ORCL Position: Q2 2026 in Review

Capital Management Associates Inc increased its Oracle (ORCL) stake by 0.65% in Q2 2026, buying an estimated $23.7K and bringing the position to 20,415 shares worth $2.99M. The position accounts for 0.6% of the portfolio, ranked #26.

Capital Management Associates Inc first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.88M in Q4 2025. 1,518 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Capital Management Associates Inc held 20,415 shares of Oracle worth $2.99M as of Q2 2026.
  • Capital Management Associates Inc bought 131 Oracle shares in Q2 2026, an estimated $23.7K.
  • Oracle made up 0.6% of Capital Management Associates Inc's portfolio in Q2 2026, its #26 holding.
  • Capital Management Associates Inc first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • Capital Management Associates Inc's Oracle position peaked at $3.88M in Q4 2025.
  • 1,518 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Capital Management Associates Inc's 13F filing for Q2 2026, filed 22 Jul 2026.