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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capstone Wealth Management Group (Oregon)'s ORCL Position: Q1 2026 in Review

Capstone Wealth Management Group (Oregon) reduced its Oracle (ORCL) stake by 26% in Q1 2026, selling an estimated $106K and leaving 1,838 shares worth $270K. The position accounts for 0.17% of the portfolio, ranked #101.

Capstone Wealth Management Group (Oregon) first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $485K in Q4 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Capstone Wealth Management Group (Oregon) held 1,838 shares of Oracle worth $270K as of Q1 2026.
Capstone Wealth Management Group (Oregon) sold 650 Oracle shares in Q1 2026, an estimated $106K.
Oracle made up 0.17% of Capstone Wealth Management Group (Oregon)'s portfolio in Q1 2026, its #101 holding.
Capstone Wealth Management Group (Oregon) first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
Capstone Wealth Management Group (Oregon)'s Oracle position peaked at $485K in Q4 2025.
3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Capstone Wealth Management Group (Oregon)'s 13F filing for Q1 2026, filed 16 Apr 2026.