CAPTRUST Financial Advisors
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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
Q2 		$205K Hold
1,400
– – ﹤0.01% 2871
2026
Q1 		$206K Buy
+1,400
New +$228K ﹤0.01% 2662

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

CAPTRUST Financial Advisors's ORCL Position: Q2 2026 in Review

CAPTRUST Financial Advisors increased its Oracle (ORCL) stake by 3% in Q2 2026, buying an estimated $2.25M and bringing the position to 428,059 shares worth $62.7M. The position accounts for 0.1% of the portfolio, ranked #183.

CAPTRUST Financial Advisors first reported a position in ORCL in Q2 2017 and has held it in 37 quarters since. The position peaked at $139M in Q4 2024. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • CAPTRUST Financial Advisors held 428,059 shares of Oracle worth $62.7M as of Q2 2026.
  • CAPTRUST Financial Advisors bought 12,433 Oracle shares in Q2 2026, an estimated $2.25M.
  • Oracle made up 0.1% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #183 holding.
  • CAPTRUST Financial Advisors first reported a position in Oracle in Q2 2017 and has held it in 37 quarters since.
  • CAPTRUST Financial Advisors's Oracle position peaked at $139M in Q4 2024.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.