Capstone Investment Advisors
ORCL icon

Capstone Investment Advisors’s Oracle ORCL Stock Holding History

Capstone Investment 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 		$51.3M Sell
348,800
-90,600
-21% -$14.7M 0.09% 83
2025
Q4 		$85.6M Sell
439,400
-77,600
-15% -$18.5M 0.17% 65
2025
Q3 		$145M Buy
517,000
+357,500
+224% +$91M 0.27% 41
2025
Q2 		$34.9M Sell
159,500
-104,900
-40% -$16.9M 0.09% 93
2025
Q1 		$37M Sell
264,400
-253,000
-49% -$41.2M 0.1% 100
2024
Q4 		$86.2M Buy
517,400
+90,800
+21% +$16.1M 0.21% 59
2024
Q3 		$72.7M Sell
426,600
-19,600
-4% -$2.84M 0.22% 55
2024
Q2 		$63M Buy
446,200
+164,600
+58% +$20.4M 0.2% 64
2024
Q1 		$35.4M Sell
281,600
-409,900
-59% -$46.9M 0.13% 110
2023
Q4 		$72.9M Buy
691,500
+159,800
+30% +$17.4M 0.22% 62
2023
Q3 		$56.3M Buy
531,700
+59,800
+13% +$6.92M 0.25% 45
2023
Q2 		$56.2M Buy
471,900
+160,800
+52% +$16.6M 0.28% 47
2023
Q1 		$28.9M Buy
311,100
+175,700
+130% +$15.4M 0.15% 86
2022
Q4 		$11.1M Buy
135,400
+25,700
+23% +$1.95M 0.08% 208
2022
Q3 		$6.7M Sell
109,700
-20,400
-16% -$1.49M 0.04% 332
2022
Q2 		$9.09M Sell
130,100
-333,800
-72% -$24.4M 0.04% 285
2022
Q1 		$38.4M Sell
463,900
-1,454,100
-76% -$118M 0.11% 146
2021
Q4 		$167M Buy
1,918,000
+74,100
+4% +$6.96M 0.28% 69
2021
Q3 		$161M Buy
1,843,900
+90,600
+5% +$8M 0.32% 59
2021
Q2 		$136M Buy
1,753,300
+307,400
+21% +$24.1M 0.31% 70
2021
Q1 		$101M Buy
1,445,900
+339,800
+31% +$22M 0.3% 73
2020
Q4 		$71.6M Buy
1,106,100
+297,600
+37% +$17.7M 0.24% 75
2020
Q3 		$48.3M Buy
808,500
+110,700
+16% +$6.29M 0.25% 77
2020
Q2 		$38.6M Buy
697,800
+144,900
+26% +$7.68M 0.25% 67
2020
Q1 		$26.7M Sell
552,900
-549,200
-50% -$28.3M 0.43% 28
2019
Q4 		$58.4M Buy
1,102,100
+176,600
+19% +$9.72M 0.32% 63
2019
Q3 		$50.9M Buy
925,500
+88,400
+11% +$4.88M 0.35% 53
2019
Q2 		$47.7M Buy
837,100
+348,500
+71% +$18.9M 0.35% 64
2019
Q1 		$26.2M Buy
488,600
+248,600
+104% +$12.7M 0.24% 95
2018
Q4 		$10.8M Buy
240,000
+52,800
+28% +$2.53M 0.13% 126
2018
Q3 		$9.65M Buy
187,200
+113,300
+153% +$5.5M 0.11% 150
2018
Q2 		$3.26M Buy
73,900
+38,900
+111% +$1.79M 0.05% 204
2018
Q1 		$1.6M Buy
35,000
+5,100
+17% +$254K 0.03% 206
2017
Q4 		$1.41M Hold
29,900
– – 0.04% 179
2017
Q3 		$1.45M Hold
29,900
– – 0.05% 181
2017
Q2 		$1.5M Sell
29,900
-39,300
-57% -$1.79M 0.04% 280
2017
Q1 		$3.08M Hold
69,200
– – 0.08% 210
2016
Q4 		$2.66M Buy
+69,200
New +$2.71M 0.08% 225
2015
Q3 		– Sell
-489,000
Closed -$19.7M – 431
2015
Q2 		$19.7M Buy
+489,000
New +$21.2M 0.28% 81
2015
Q1 		– Sell
-14,900
Closed -$670K – 326
2014
Q4 		$670K Sell
14,900
-118,100
-89% -$4.81M 0.01% 278
2014
Q3 		$5.09M Buy
+133,000
New +$5.38M 0.06% 220
2014
Q1 		– Sell
-185,000
Closed -$7.08M – 502
2013
Q4 		$7.08M Buy
185,000
+59,700
+48% +$2.05M 0.08% 146
2013
Q3 		$4.16M Buy
+125,300
New +$4.07M 0.04% 226

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

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.