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Capstone Wealth Management (Alabama)’s Oracle ORCL Stock Holding History

Capstone Wealth Management (Alabama)’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
Q3 		$423K Buy
3,083
+1,216
+65% +$172K 0.2% 74
2026
Q2 		$274K Buy
+1,867
New +$338K 0.13% 128

Other funds holding ORCL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Capstone Wealth Management (Alabama)'s ORCL Position: Q3 2026 in Review

Capstone Wealth Management (Alabama) increased its Oracle (ORCL) stake by 65% in Q3 2026, buying an estimated $172K and bringing the position to 3,083 shares worth $423K. The position accounts for 0.2% of the portfolio, ranked #74.

Capstone Wealth Management (Alabama) first reported a position in ORCL in Q2 2026 and has held it in 2 quarters since. 3,030 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Capstone Wealth Management (Alabama) held 3,083 shares of Oracle worth $423K as of Q3 2026.
  • Capstone Wealth Management (Alabama) bought 1,216 Oracle shares in Q3 2026, an estimated $172K.
  • Oracle made up 0.2% of Capstone Wealth Management (Alabama)'s portfolio in Q3 2026, its #74 holding.
  • Capstone Wealth Management (Alabama) first reported a position in Oracle in Q2 2026 and has held it in 2 quarters since.
  • 3,030 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Capstone Wealth Management (Alabama)'s 13F filing for Q3 2026, filed 2 Nov 2026.