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Capstone Triton Financial Group’s Oracle ORCL Stock Holding History

Capstone Triton Financial Group’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 		– Sell
-9,729
Closed -$1.9M – 104
2025
Q4 		$1.9M Buy
9,729
+296
+3% +$70.5K 1.26% 23
2025
Q3 		$2.65M Sell
9,433
-13
-0.1% -$3.31K 1.78% 11
2025
Q2 		$2.07M Buy
+9,446
New +$1.53M 1.5% 19
2024
Q4 		$1.65M Buy
9,878
+773
+8% +$137K 1.03% 31
2024
Q3 		$1.55M Buy
+9,105
New +$1.32M 0.99% 34

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 Triton Financial Group's ORCL Position: Q1 2026 in Review

Capstone Triton Financial Group sold out of Oracle (ORCL) in Q1 2026, closing a stake of 9,729 shares — an estimated $1.9M sold.

Capstone Triton Financial Group first reported a position in ORCL in Q3 2024 and held it in 5 quarters. The position peaked at $2.65M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Capstone Triton Financial Group reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Capstone Triton Financial Group sold 9,729 Oracle shares in Q1 2026, an estimated $1.9M.
  • Capstone Triton Financial Group first reported a position in Oracle in Q3 2024 and held it in 5 quarters.
  • Capstone Triton Financial Group's Oracle position peaked at $2.65M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Capstone Triton Financial Group's 13F filing for Q1 2026, filed 15 May 2026.