Castleview Partners
ORCL icon

Castleview Partners’s Oracle ORCL Stock Holding History

Castleview 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
Q3 		– Sell
-4,548
Closed -$667K – 231
2026
Q2 		$667K Sell
4,548
-219
-5% -$39.7K 0.29% 80
2026
Q1 		$701K Sell
4,767
-1,361
-22% -$221K 0.36% 66
2025
Q4 		$1.19M Buy
6,128
+134
+2% +$31.9K 0.59% 39
2025
Q3 		$1.69M Sell
5,994
-796
-12% -$203K 0.92% 26
2025
Q2 		$1.48M Sell
6,790
-47
-0.7% -$7.59K 0.95% 24
2025
Q1 		$956K Buy
6,837
+1,090
+19% +$177K 0.65% 36
2024
Q4 		$954K Buy
5,747
+702
+14% +$125K 0.51% 46
2024
Q3 		$860K Buy
5,045
+3,183
+171% +$461K 0.5% 45
2024
Q2 		$263K Buy
1,862
+1,376
+283% +$171K 0.15% 140
2024
Q1 		$61K Hold
486
– – 0.03% 328
2023
Q4 		$51.2K Hold
486
– – 0.04% 290
2023
Q3 		$51.5K Hold
486
– – 0.05% 249
2023
Q2 		$57.9K Hold
486
– – 0.05% 239
2023
Q1 		$45.2K Hold
486
– – 0.04% 276
2022
Q4 		$39.7K Hold
486
– – 0.04% 252
2022
Q3 		$30K Sell
486
-514
-51% -$37.6K 0.03% 298
2022
Q2 		$917 Buy
1,000
+414
+71% +$30.3K ﹤0.01% 696
2022
Q1 		$48K Buy
+586
New +$47.5K 0.03% 354
2021
Q2 		$64K Buy
+821
New +$64.3K 0.03% 359

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Castleview Partners's ORCL Position: Q3 2026 in Review

Castleview Partners sold out of Oracle (ORCL) in Q3 2026, closing a stake of 4,548 shares — an estimated $667K sold.

Castleview Partners first reported a position in ORCL in Q2 2021 and held it in 19 quarters. The position peaked at $1.69M in Q3 2025. 2,211 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Castleview Partners reported no remaining Oracle position as of Q3 2026 after selling out during the quarter.
  • Castleview Partners sold 4,548 Oracle shares in Q3 2026, an estimated $667K.
  • Castleview Partners first reported a position in Oracle in Q2 2021 and held it in 19 quarters.
  • Castleview Partners's Oracle position peaked at $1.69M in Q3 2025.
  • 2,211 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.