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Catalyst Capital Advisors’s Oracle ORCL Stock Holding History

Catalyst Capital Advisors’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
-1,011
Closed -$197K – 403
2025
Q4 		$197K Buy
1,011
+577
+133% +$137K ﹤0.01% 223
2025
Q3 		$122K Sell
434
-473
-52% -$120K ﹤0.01% 282
2025
Q2 		$198K Sell
907
-2,779
-75% -$449K ﹤0.01% 246
2025
Q1 		$515K Buy
3,686
+1,872
+103% +$305K 0.01% 180
2024
Q4 		$302K Buy
1,814
+1,033
+132% +$184K 0.01% 209
2024
Q3 		$133K Buy
+781
New +$113K ﹤0.01% 256
2021
Q2 		– Sell
-3,750
Closed -$263K – 396
2021
Q1 		$263K Sell
3,750
-450
-11% -$29.1K 0.01% 223
2020
Q4 		$272K Hold
4,200
– – 0.02% 215
2020
Q3 		$251K Sell
4,200
-3,300
-44% -$187K 0.01% 223
2020
Q2 		$415K Hold
7,500
– – 0.02% 181
2020
Q1 		$362K Buy
+7,500
New +$387K 0.02% 162
2019
Q4 		– Sell
-13,000
Closed -$715K – 388
2019
Q3 		$715K Buy
+13,000
New +$718K 0.02% 158
2019
Q2 		– Sell
-15,800
Closed -$849K – 461
2019
Q1 		$849K Buy
+15,800
New +$805K 0.03% 139
2018
Q4 		– Sell
-15,750
Closed -$812K – 466
2018
Q3 		$812K Buy
+15,750
New +$765K 0.03% 178
2018
Q1 		– Sell
-6,850
Closed -$324K – 548
2017
Q4 		$324K Buy
+6,850
New +$336K 0.01% 226
2016
Q2 		– Sell
-8,750
Closed -$358K – 509
2016
Q1 		$358K Buy
+8,750
New +$324K 0.06% 231
2014
Q4 		– Sell
-18,020
Closed -$690K – 543
2014
Q3 		$690K Buy
18,020
+13,407
+291% +$543K 0.09% 201
2014
Q2 		$187K Buy
4,613
+2,896
+169% +$119K 0.03% 298
2014
Q1 		$70K Buy
+1,717
New +$65.4K 0.02% 285

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

Catalyst Capital Advisors's ORCL Position: Q1 2026 in Review

Catalyst Capital Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,011 shares — an estimated $197K sold.

Catalyst Capital Advisors first reported a position in ORCL in Q1 2014 and held it in 19 quarters. The position peaked at $849K in Q1 2019. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Catalyst Capital Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Catalyst Capital Advisors sold 1,011 Oracle shares in Q1 2026, an estimated $197K.
  • Catalyst Capital Advisors first reported a position in Oracle in Q1 2014 and held it in 19 quarters.
  • Catalyst Capital Advisors's Oracle position peaked at $849K in Q1 2019.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Catalyst Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.