CCAM
ORCL icon

Cascades Capital Asset Management’s Oracle ORCL Stock Holding History

Cascades Capital Asset 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 		$313K Buy
2,136
+81
+4% +$14.7K 0.12% 101
2026
Q1 		$302K Buy
2,055
+1
+0% +$163 0.13% 103
2025
Q4 		$400K Sell
2,054
-264
-11% -$62.9K 0.17% 86
2025
Q3 		$652K Buy
2,318
+276
+14% +$70.3K 0.29% 61
2025
Q2 		$446K Sell
2,042
-181
-8% -$29.2K 0.23% 68
2025
Q1 		$311K Sell
2,223
-528
-19% -$86K 0.17% 86
2024
Q4 		$459K Buy
2,751
+515
+23% +$91.5K 0.24% 63
2024
Q3 		$381K Buy
+2,236
New +$324K 0.21% 71

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

Cascades Capital Asset Management's ORCL Position: Q2 2026 in Review

Cascades Capital Asset Management increased its Oracle (ORCL) stake by 3.9% in Q2 2026, buying an estimated $14.7K and bringing the position to 2,136 shares worth $313K. The position accounts for 0.12% of the portfolio, ranked #101.

Cascades Capital Asset Management first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $652K in Q3 2025. 3,525 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cascades Capital Asset Management held 2,136 shares of Oracle worth $313K as of Q2 2026.
  • Cascades Capital Asset Management bought 81 Oracle shares in Q2 2026, an estimated $14.7K.
  • Oracle made up 0.12% of Cascades Capital Asset Management's portfolio in Q2 2026, its #101 holding.
  • Cascades Capital Asset Management first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
  • Cascades Capital Asset Management's Oracle position peaked at $652K in Q3 2025.
  • 3,525 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.