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Capstone Financial Advisors’s Oracle ORCL Stock Holding History

Capstone Financial 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 		$265K Buy
1,809
+63
+4% +$11.4K 0.01% 155
2026
Q1 		$257K Buy
1,746
+53
+3% +$8.62K 0.01% 143
2025
Q4 		$330K Buy
1,693
+100
+6% +$23.8K 0.02% 130
2025
Q3 		$448K Buy
1,593
+471
+42% +$120K 0.02% 106
2025
Q2 		$245K Buy
+1,122
New +$181K 0.01% 139
2023
Q4 		– Sell
-3,356
Closed -$355K – 154
2023
Q3 		$355K Buy
+3,356
New +$388K 0.03% 94

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

Capstone Financial Advisors's ORCL Position: Q2 2026 in Review

Capstone Financial Advisors increased its Oracle (ORCL) stake by 3.6% in Q2 2026, buying an estimated $11.4K and bringing the position to 1,809 shares worth $265K. The position accounts for 0.01% of the portfolio, ranked #155.

Capstone Financial Advisors first reported a position in ORCL in Q3 2023 and has held it in 6 quarters since. The position peaked at $448K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Capstone Financial Advisors held 1,809 shares of Oracle worth $265K as of Q2 2026.
  • Capstone Financial Advisors bought 63 Oracle shares in Q2 2026, an estimated $11.4K.
  • Oracle made up 0.01% of Capstone Financial Advisors's portfolio in Q2 2026, its #155 holding.
  • Capstone Financial Advisors first reported a position in Oracle in Q3 2023 and has held it in 6 quarters since.
  • Capstone Financial Advisors's Oracle position peaked at $448K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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