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Capital Performance Advisors’s Oracle ORCL Stock Holding History

Capital Performance 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 		$1.02M Buy
6,920
+216
+3% +$35.1K 0.07% 122
2025
Q4 		$1.31M Buy
6,704
+2,502
+60% +$596K 0.09% 96
2025
Q3 		$1.18M Buy
4,202
+542
+15% +$138K 0.19% 64
2025
Q2 		$800K Sell
3,660
-147
-4% -$23.7K 0.16% 73
2025
Q1 		$532K Buy
3,807
+1,502
+65% +$245K 0.12% 96
2024
Q4 		$384K Sell
2,305
-368
-14% -$65.4K 0.12% 73
2024
Q3 		$455K Buy
2,673
+1,208
+82% +$175K 0.14% 53
2024
Q2 		$207K Buy
+1,465
New +$182K 0.08% 85

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 Performance Advisors's ORCL Position: Q1 2026 in Review

Capital Performance Advisors increased its Oracle (ORCL) stake by 3.2% in Q1 2026, buying an estimated $35.1K and bringing the position to 6,920 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #122.

Capital Performance Advisors first reported a position in ORCL in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.31M in Q4 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Capital Performance Advisors held 6,920 shares of Oracle worth $1.02M as of Q1 2026.
  • Capital Performance Advisors bought 216 Oracle shares in Q1 2026, an estimated $35.1K.
  • Oracle made up 0.07% of Capital Performance Advisors's portfolio in Q1 2026, its #122 holding.
  • Capital Performance Advisors first reported a position in Oracle in Q2 2024 and has held it in 8 quarters since.
  • Capital Performance Advisors's Oracle position peaked at $1.31M in Q4 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.