Cardinal Point Capital Management’s Oracle ORCL Stock Holding History

Cardinal Point Capital Management’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	$10.3M	Buy	70,256 +408	+0.6%	+$73.9K	0.58%	45
2026 Q1	$10.3M	Buy	69,848 +266	+0.4%	+$43.2K	0.63%	44
2025 Q4	$13.6M	Buy	69,582 +3,149	+5%	+$750K	0.89%	30
2025 Q3	$18.7M	Sell	66,433 -752	-1%	-$192K	1.31%	18
2025 Q2	$14.7M	Buy	67,185 +8,218	+14%	+$1.33M	1.16%	24
2025 Q1	$8.24M	Buy	+58,967	New	+$9.6M	0.76%	36

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Cardinal Point Capital Management's ORCL Position: Q2 2026 in Review

Cardinal Point Capital Management increased its Oracle (ORCL) stake by 0.58% in Q2 2026, buying an estimated $73.9K and bringing the position to 70,256 shares worth $10.3M. The position accounts for 0.58% of the portfolio, ranked #45.

Cardinal Point Capital Management first reported a position in ORCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $18.7M in Q3 2025. 1,415 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Cardinal Point Capital Management held 70,256 shares of Oracle worth $10.3M as of Q2 2026.
Cardinal Point Capital Management bought 408 Oracle shares in Q2 2026, an estimated $73.9K.
Oracle made up 0.58% of Cardinal Point Capital Management's portfolio in Q2 2026, its #45 holding.
Cardinal Point Capital Management first reported a position in Oracle in Q1 2025 and has held it in 6 quarters since.
Cardinal Point Capital Management's Oracle position peaked at $18.7M in Q3 2025.
1,415 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.