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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
Q2 		$1.44M Buy
+9,796
New +$1.78M 0.83% 43
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 $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 $3.37T AUM 44.26% 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 Triton Financial Group's ORCL Position: Q2 2026 in Review

Capstone Triton Financial Group opened a new position in Oracle (ORCL) in Q2 2026: 9,796 shares worth $1.44M. The stake represents 0.83% of the portfolio and ranks #43 among its holdings. This is a return to the name: Capstone Triton Financial Group previously reported a position in ORCL as recently as Q4 2025.

Capstone Triton Financial Group first reported a position in ORCL in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.65M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Capstone Triton Financial Group held 9,796 shares of Oracle worth $1.44M as of Q2 2026.
  • Oracle was a new Capstone Triton Financial Group position in Q2 2026.
  • Oracle made up 0.83% of Capstone Triton Financial Group's portfolio in Q2 2026, its #43 holding.
  • Capstone Triton Financial Group first reported a position in Oracle in Q3 2024 and has held it in 6 quarters since.
  • Capstone Triton Financial Group's Oracle position peaked at $2.65M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Capstone Triton Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.