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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
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
New +$3.69M 0.41% 58
2025
Q1 		– Sell
-3,511
Closed -$585K – 358
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
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

Coastal Bridge Advisors's ORCL Position: Q1 2026 in Review

Coastal Bridge Advisors reduced its Oracle (ORCL) stake by 8.2% in Q1 2026, selling an estimated $114K and leaving 7,803 shares worth $1.15M. The position accounts for 0.08% of the portfolio, ranked #208.

Coastal Bridge Advisors first reported a position in ORCL in Q1 2018 and has held it in 20 quarters since. The position peaked at $5.44M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Coastal Bridge Advisors held 7,803 shares of Oracle worth $1.15M as of Q1 2026.
  • Coastal Bridge Advisors sold 700 Oracle shares in Q1 2026, an estimated $114K.
  • Oracle made up 0.08% of Coastal Bridge Advisors's portfolio in Q1 2026, its #208 holding.
  • Coastal Bridge Advisors first reported a position in Oracle in Q1 2018 and has held it in 20 quarters since.
  • Coastal Bridge Advisors's Oracle position peaked at $5.44M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.