CAPTRUST Financial Advisors
ORCL icon

CAPTRUST Financial Advisors’s Oracle ORCL Stock Holding History

CAPTRUST Financial Advisors’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 		$14.7K Buy
+100
New +$16.3K ﹤0.01% 2981

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

CAPTRUST Financial Advisors's ORCL Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Oracle (ORCL) stake by 11% in Q1 2026, buying an estimated $6.72M and bringing the position to 415,626 shares worth $61.1M. The position accounts for 0.11% of the portfolio, ranked #169.

CAPTRUST Financial Advisors first reported a position in ORCL in Q2 2017 and has held it in 36 quarters since. The position peaked at $139M in Q4 2024. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • CAPTRUST Financial Advisors held 415,626 shares of Oracle worth $61.1M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 41,370 Oracle shares in Q1 2026, an estimated $6.72M.
  • Oracle made up 0.11% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #169 holding.
  • CAPTRUST Financial Advisors first reported a position in Oracle in Q2 2017 and has held it in 36 quarters since.
  • CAPTRUST Financial Advisors's Oracle position peaked at $139M in Q4 2024.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.