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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
Q2 		$806K Sell
5,500
-1,420
-21% -$257K 0.05% 123
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Performance Advisors's ORCL Position: Q2 2026 in Review

Capital Performance Advisors reduced its Oracle (ORCL) stake by 21% in Q2 2026, selling an estimated $257K and leaving 5,500 shares worth $806K. The position accounts for 0.05% of the portfolio, ranked #123.

Capital Performance Advisors first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.31M in Q4 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Capital Performance Advisors held 5,500 shares of Oracle worth $806K as of Q2 2026.
  • Capital Performance Advisors sold 1,420 Oracle shares in Q2 2026, an estimated $257K.
  • Oracle made up 0.05% of Capital Performance Advisors's portfolio in Q2 2026, its #123 holding.
  • Capital Performance Advisors first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
  • Capital Performance Advisors's Oracle position peaked at $1.31M in Q4 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Capital Performance Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.