CCP
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Carmel Capital Partners’s Oracle ORCL Stock Holding History

Carmel Capital Partners’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 		– Sell
-13,223
Closed -$2.58M – 124
2025
Q4 		$2.58M Buy
13,223
+3,194
+32% +$760K 0.9% 35
2025
Q3 		$2.82M Sell
10,029
-6,119
-38% -$1.56M 1.19% 17
2025
Q2 		$3.53M Buy
16,148
+1,521
+10% +$246K 1.24% 15
2025
Q1 		$2.05M Buy
14,627
+966
+7% +$157K 0.8% 23
2024
Q4 		$2.28M Sell
13,661
-3,294
-19% -$585K 0.92% 21
2024
Q3 		$2.89M Sell
16,955
-301
-2% -$43.6K 1.12% 13
2024
Q2 		$2.44M Buy
17,256
+943
+6% +$117K 1.03% 14
2024
Q1 		$2.05M Sell
16,313
-3,122
-16% -$357K 0.85% 16
2023
Q4 		$2.05M Buy
19,435
+5,626
+41% +$614K 1.05% 15
2023
Q3 		$1.46M Buy
13,809
+259
+2% +$30K 0.66% 25
2023
Q2 		$1.61M Buy
13,550
+1,641
+14% +$170K 0.83% 19
2023
Q1 		$1.11M Buy
11,909
+1,567
+15% +$137K 0.65% 30
2022
Q4 		$845K Sell
10,342
-163
-2% -$12.4K 0.58% 37
2022
Q3 		$642K Buy
10,505
+697
+7% +$51K 0.62% 47
2022
Q2 		$685K Buy
9,808
+156
+2% +$11.4K 0.64% 49
2022
Q1 		$798K Buy
9,652
+239
+3% +$19.4K 0.67% 43
2021
Q4 		$821K Buy
+9,413
New +$884K 0.61% 48

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

Carmel Capital Partners's ORCL Position: Q1 2026 in Review

Carmel Capital Partners sold out of Oracle (ORCL) in Q1 2026, closing a stake of 13,223 shares — an estimated $2.58M sold.

Carmel Capital Partners first reported a position in ORCL in Q4 2021 and held it in 17 quarters. The position peaked at $3.53M in Q2 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Carmel Capital Partners reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Carmel Capital Partners sold 13,223 Oracle shares in Q1 2026, an estimated $2.58M.
  • Carmel Capital Partners first reported a position in Oracle in Q4 2021 and held it in 17 quarters.
  • Carmel Capital Partners's Oracle position peaked at $3.53M in Q2 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.