Cascades Capital Asset Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Cascades Capital Asset Management's ORCL Position: Q1 2026 in Review

Cascades Capital Asset Management increased its Oracle (ORCL) stake by 0.05% in Q1 2026, buying an estimated $163 and bringing the position to 2,055 shares worth $302K. The position accounts for 0.13% of the portfolio, ranked #103.

Cascades Capital Asset Management first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $652K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Cascades Capital Asset Management held 2,055 shares of Oracle worth $302K as of Q1 2026.
  • Cascades Capital Asset Management bought 1 Oracle share in Q1 2026, an estimated $163.
  • Oracle made up 0.13% of Cascades Capital Asset Management's portfolio in Q1 2026, its #103 holding.
  • Cascades Capital Asset Management first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
  • Cascades Capital Asset Management's Oracle position peaked at $652K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.