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Catalyst Investment Management’s Oracle ORCL Stock Holding History

Catalyst Investment 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 		$420K Sell
2,866
-145
-5% -$26.3K 0.38% 48
2026
Q1 		$527K Sell
3,011
-73
-2% -$11.9K 0.58% 34
2025
Q4 		$601K Buy
+3,084
New +$734K 0.57% 39

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

Catalyst Investment Management's ORCL Position: Q2 2026 in Review

Catalyst Investment Management reduced its Oracle (ORCL) stake by 4.8% in Q2 2026, selling an estimated $26.3K and leaving 2,866 shares worth $420K. The position accounts for 0.38% of the portfolio, ranked #48.

Catalyst Investment Management first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $601K in Q4 2025. 3,511 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Catalyst Investment Management held 2,866 shares of Oracle worth $420K as of Q2 2026.
  • Catalyst Investment Management sold 145 Oracle shares in Q2 2026, an estimated $26.3K.
  • Oracle made up 0.38% of Catalyst Investment Management's portfolio in Q2 2026, its #48 holding.
  • Catalyst Investment Management first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Catalyst Investment Management's Oracle position peaked at $601K in Q4 2025.
  • 3,511 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Catalyst Investment Management's 13F filing for Q2 2026, filed 10 Aug 2026.