Capstone Investment Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $130M | Buy |
884,183
+383,465
| +77% | +$62.3M | 0.23% | 54 |
|
|
2025
Q4 | $97.6M | Buy |
500,718
+425,885
| +569% | +$101M | 0.19% | 57 |
|
|
2025
Q3 | $21M | Buy |
+74,833
| New | +$19.1M | 0.04% | 193 |
|
|
2025
Q2 | – | Sell |
-57,066
| Closed | -$9.21M | – | 1700 |
|
|
2025
Q1 | $7.98M | Buy |
57,066
+37,980
| +199% | +$6.18M | 0.02% | 352 |
|
|
2024
Q4 | $3.18M | Buy |
+19,086
| New | +$3.39M | 0.01% | 693 |
|
|
2024
Q3 | – | Sell |
-10,463
| Closed | -$1.52M | – | 2117 |
|
|
2024
Q2 | $1.48M | Sell |
10,463
-2,332
| -18% | -$290K | ﹤0.01% | 833 |
|
|
2024
Q1 | $1.61M | Buy |
+12,795
| New | +$1.46M | 0.01% | 887 |
|
|
2023
Q4 | – | Sell |
-61,420
| Closed | -$6.7M | – | 2318 |
|
|
2023
Q3 | $6.51M | Buy |
+61,420
| New | +$7.11M | 0.03% | 365 |
|
|
2023
Q1 | – | Sell |
-56,190
| Closed | -$4.93M | – | 1650 |
|
|
2022
Q4 | $4.59M | Sell |
56,190
-15,259
| -21% | -$1.16M | 0.03% | 414 |
|
|
2022
Q3 | $4.36M | Buy |
71,449
+63,722
| +825% | +$4.67M | 0.03% | 448 |
|
|
2022
Q2 | $540K | Sell |
7,727
-43,257
| -85% | -$3.17M | ﹤0.01% | 1209 |
|
|
2022
Q1 | $4.22M | Buy |
50,984
+9,724
| +24% | +$788K | 0.01% | 765 |
|
|
2021
Q4 | $3.6M | Buy |
41,260
+17,643
| +75% | +$1.66M | 0.01% | 925 |
|
|
2021
Q3 | $2.06M | Sell |
23,617
-90,666
| -79% | -$8.01M | ﹤0.01% | 1178 |
|
|
2021
Q2 | $8.9M | Buy |
+114,283
| New | +$8.95M | 0.02% | 564 |
|
|
2021
Q1 | – | Sell |
-672
| Closed | -$43.5K | – | 1883 |
|
|
2020
Q4 | $43K | Buy |
+672
| New | +$40K | ﹤0.01% | 1629 |
|
|
2020
Q1 | – | Sell |
-184,259
| Closed | -$9.51M | – | 1322 |
|
|
2019
Q4 | $9.76M | Buy |
184,259
+174,280
| +1,746% | +$9.59M | 0.05% | 373 |
|
|
2019
Q3 | $549K | Buy |
9,979
+1,605
| +19% | +$88.7K | ﹤0.01% | 1070 |
|
|
2019
Q2 | $477K | Sell |
8,374
-12,995
| -61% | -$703K | ﹤0.01% | 1117 |
|
|
2019
Q1 | $1.15M | Buy |
21,369
+964
| +5% | +$49.1K | 0.01% | 772 |
|
|
2018
Q4 | $921K | Buy |
20,405
+17,161
| +529% | +$822K | 0.01% | 643 |
|
|
2018
Q3 | $167K | Sell |
3,244
-27,774
| -90% | -$1.35M | ﹤0.01% | 1051 |
|
|
2018
Q2 | $1.37M | Sell |
31,018
-3,982
| -11% | -$183K | 0.02% | 336 |
|
|
2018
Q1 | $1.6M | Buy |
+35,000
| New | +$1.74M | 0.03% | 205 |
|
|
2017
Q3 | – | Sell |
-110,529
| Closed | -$5.5M | – | 687 |
|
|
2017
Q2 | $5.54M | Sell |
110,529
-45,288
| -29% | -$2.06M | 0.15% | 120 |
|
|
2017
Q1 | $6.95M | Buy |
155,817
+140,424
| +912% | +$5.85M | 0.17% | 97 |
|
|
2016
Q4 | $591K | Buy |
+15,393
| New | +$602K | 0.02% | 545 |
|
|
2016
Q2 | – | Sell |
-93,271
| Closed | -$3.81M | – | 813 |
|
|
2016
Q1 | $3.81M | Buy |
+93,271
| New | +$3.45M | 0.12% | 123 |
|
|
2015
Q3 | – | Sell |
-39,690
| Closed | -$1.6M | – | 430 |
|
|
2015
Q2 | $1.6M | Buy |
+39,690
| New | +$1.72M | 0.02% | 234 |
|
|
2015
Q1 | – | Sell |
-154,207
| Closed | -$6.93M | – | 325 |
|
|
2014
Q4 | $6.93M | Buy |
+154,207
| New | +$6.28M | 0.1% | 140 |
|
Other funds holding ORCL
VCM
VPM
Capstone Investment Advisors's ORCL Position: Q1 2026 in Review
Capstone Investment Advisors increased its Oracle (ORCL) stake by 77% in Q1 2026, buying an estimated $62.3M and bringing the position to 884,183 shares worth $130M. The position accounts for 0.23% of the portfolio, ranked #54.
Capstone Investment Advisors first reported a position in ORCL in Q4 2014 and has held it in 30 quarters since. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Capstone Investment Advisors held 884,183 shares of Oracle worth $130M as of Q1 2026.
- Capstone Investment Advisors bought 383,465 Oracle shares in Q1 2026, an estimated $62.3M.
- Oracle made up 0.23% of Capstone Investment Advisors's portfolio in Q1 2026, its #54 holding.
- Capstone Investment Advisors first reported a position in Oracle in Q4 2014 and has held it in 30 quarters since.
- 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Capstone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.