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

Capstone Wealth Management Group (Oregon)’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 		– Sell
-1,838
Closed -$270K – 136
2026
Q1 		$270K Sell
1,838
-650
-26% -$106K 0.17% 101
2025
Q4 		$485K Buy
2,488
+818
+49% +$195K 0.29% 67
2025
Q3 		$470K Buy
1,670
+11
+0.7% +$2.8K 0.3% 66
2025
Q2 		$363K Sell
1,659
-148
-8% -$23.9K 0.26% 69
2025
Q1 		$253K Buy
1,807
+326
+22% +$53.1K 0.2% 79
2024
Q4 		$247K Buy
+1,481
New +$263K 0.19% 84

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 Wealth Management Group (Oregon)'s ORCL Position: Q2 2026 in Review

Capstone Wealth Management Group (Oregon) sold out of Oracle (ORCL) in Q2 2026, closing a stake of 1,838 shares — an estimated $270K sold.

Capstone Wealth Management Group (Oregon) first reported a position in ORCL in Q4 2024 and held it in 6 quarters. The position peaked at $485K in Q4 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Capstone Wealth Management Group (Oregon) reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Capstone Wealth Management Group (Oregon) sold 1,838 Oracle shares in Q2 2026, an estimated $270K.
  • Capstone Wealth Management Group (Oregon) first reported a position in Oracle in Q4 2024 and held it in 6 quarters.
  • Capstone Wealth Management Group (Oregon)'s Oracle position peaked at $485K in Q4 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q2 2026, filed 27 Jul 2026.