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Capital Market Strategies’s Oracle ORCL Stock Holding History

Capital Market Strategies’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
2025
Q2 		$572K Buy
2,617
+76
+3% +$12.3K 0.4% 49
2025
Q1 		$355K Sell
2,541
-467
-16% -$76K 0.24% 83
2024
Q4 		$501K Buy
3,008
+17
+0.6% +$3.02K 0.29% 74
2024
Q3 		$510K Buy
2,991
+120
+4% +$17.4K 0.31% 66
2024
Q2 		$405K Sell
2,871
-10
-0.3% -$1.24K 0.26% 80
2024
Q1 		$362K Buy
2,881
+31
+1% +$3.55K 0.28% 81
2023
Q4 		$300K Buy
2,850
+45
+2% +$4.91K 0.26% 98
2023
Q3 		$293K Buy
2,805
+202
+8% +$23.4K 0.29% 86
2023
Q2 		$310K Buy
+2,603
New +$269K 0.29% 88
2023
Q1 		– Sell
-2,648
Closed -$216K – 103
2022
Q4 		$216K Buy
+2,648
New +$201K 0.23% 123
2022
Q2 		– Sell
-2,648
Closed -$219K – 150
2022
Q1 		$219K Sell
2,648
-40
-1% -$3.24K 0.19% 138
2021
Q4 		$234K Buy
+2,688
New +$252K 0.19% 131

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Market Strategies's ORCL Position: Q2 2025 in Review

Capital Market Strategies increased its Oracle (ORCL) stake by 3% in Q2 2025, buying an estimated $12.3K and bringing the position to 2,617 shares worth $572K. The position accounts for 0.4% of the portfolio, ranked #49.

Capital Market Strategies first reported a position in ORCL in Q4 2021 and has held it in 12 quarters since. 3,627 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

  • Capital Market Strategies held 2,617 shares of Oracle worth $572K as of Q2 2025.
  • Capital Market Strategies bought 76 Oracle shares in Q2 2025, an estimated $12.3K.
  • Oracle made up 0.4% of Capital Market Strategies's portfolio in Q2 2025, its #49 holding.
  • Capital Market Strategies first reported a position in Oracle in Q4 2021 and has held it in 12 quarters since.
  • 3,627 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Capital Market Strategies's 13F filing for Q2 2025, filed 2 Jul 2025.