Coastal Bridge Advisors’s Oracle ORCL Stock Holding History

Coastal Bridge 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 Q2	$1.11M	Sell	7,559 -244	-3%	-$44.2K	0.07%	215
2026 Q1	$1.15M	Sell	7,803 -700	-8%	-$114K	0.08%	208
2025 Q4	$1.66M	Sell	8,503 -10,838	-56%	-$2.58M	0.12%	170
2025 Q3	$5.44M	Sell	19,341 -3,539	-15%	-$901K	0.41%	59
2025 Q2	$5M	Buy	22,880 +11,977	+110%	+$1.93M	0.41%	58
2025 Q1	$1.52M	Buy	10,903 +7,392	+211%	+$1.2M	0.14%	149
2024 Q4	$585K	Buy	3,511 +504	+17%	+$89.5K	0.15%	88
2024 Q3	$512K	Buy	3,007 +17	+0.6%	+$2.46K	0.13%	94
2024 Q2	$422K	Sell	2,990 -341	-10%	-$42.3K	0.1%	100
2024 Q1	$418K	Buy	3,331 +5	+0.2%	+$572	0.1%	101
2023 Q4	$351K	Buy	3,326 +6	+0.2%	+$655	0.09%	108
2023 Q3	$352K	Buy	3,320 +305	+10%	+$35.3K	0.09%	106
2023 Q2	$359K	Buy	3,015 +114	+4%	+$11.8K	0.09%	105
2023 Q1	$270K	Buy	2,901 +5	+0.2%	+$438	0.07%	120
2022 Q4	$237K	Buy	+2,896	New	+$220K	0.07%	128
2022 Q2	–	Sell	-2,786	Closed	-$231K	–	179
2022 Q1	$231K	Sell	2,786 -2,755	-50%	-$223K	0.05%	138
2021 Q4	$422K	Buy	5,541 +2,764	+100%	+$260K	0.09%	118
2021 Q3	$242K	Buy	2,777 +6	+0.2%	+$530	0.06%	121
2021 Q2	$216K	Buy	+2,771	New	+$217K	0.04%	130
2019 Q2	–	Sell	-4,046	Closed	-$217K	–	136
2019 Q1	$217K	Buy	+4,046	New	+$206K	0.08%	110
2018 Q4	–	Sell	-4,051	Closed	-$209K	–	140
2018 Q3	$209K	Buy	+4,051	New	+$197K	0.08%	121
2018 Q2	–	Sell	-4,440	Closed	-$203K	–	135
2018 Q1	$203K	Buy	+4,440	New	+$221K	0.07%	123

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Coastal Bridge Advisors's ORCL Position: Q2 2026 in Review

Coastal Bridge Advisors reduced its Oracle (ORCL) stake by 3.1% in Q2 2026, selling an estimated $44.2K and leaving 7,559 shares worth $1.11M. The position accounts for 0.07% of the portfolio, ranked #215.

Coastal Bridge Advisors first reported a position in ORCL in Q1 2018 and has held it in 22 quarters since. The position peaked at $5.44M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Coastal Bridge Advisors held 7,559 shares of Oracle worth $1.11M as of Q2 2026.
Coastal Bridge Advisors sold 244 Oracle shares in Q2 2026, an estimated $44.2K.
Oracle made up 0.07% of Coastal Bridge Advisors's portfolio in Q2 2026, its #215 holding.
Coastal Bridge Advisors first reported a position in Oracle in Q1 2018 and has held it in 22 quarters since.
Coastal Bridge Advisors's Oracle position peaked at $5.44M in Q3 2025.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.