CMF
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Counterpoint Mutual Funds’s Oracle ORCL Stock Holding History

Counterpoint Mutual Funds’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
-2,567
Closed -$500K – 440
2025
Q4 		$500K Sell
2,567
-7,351
-74% -$1.75M 0.04% 173
2025
Q3 		$2.79M Buy
+9,918
New +$2.53M 0.22% 25
2024
Q4 		– Sell
-4,558
Closed -$777K – 377
2024
Q3 		$777K Buy
+4,558
New +$660K 0.15% 46

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

Counterpoint Mutual Funds's ORCL Position: Q1 2026 in Review

Counterpoint Mutual Funds sold out of Oracle (ORCL) in Q1 2026, closing a stake of 2,567 shares — an estimated $500K sold.

Counterpoint Mutual Funds first reported a position in ORCL in Q3 2024 and held it in 3 quarters. The position peaked at $2.79M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Counterpoint Mutual Funds reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Counterpoint Mutual Funds sold 2,567 Oracle shares in Q1 2026, an estimated $500K.
  • Counterpoint Mutual Funds first reported a position in Oracle in Q3 2024 and held it in 3 quarters.
  • Counterpoint Mutual Funds's Oracle position peaked at $2.79M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.