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Cresset Asset Management’s Oracle ORCL Stock Holding History

Cresset Asset 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
2023
Q4 		– Sell
-800
Closed -$84.7K – 1902
2023
Q3 		$84.7K Buy
+800
New +$92.6K ﹤0.01% 1723

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

Cresset Asset Management's ORCL Position: Q1 2026 in Review

Cresset Asset Management reduced its Oracle (ORCL) stake by 0.6% in Q1 2026, selling an estimated $524K and leaving 531,826 shares worth $78.2M. The position accounts for 0.34% of the portfolio, ranked #49.

Cresset Asset Management first reported a position in ORCL in Q4 2018 and has held it in 30 quarters since. The position peaked at $157M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Cresset Asset Management held 531,826 shares of Oracle worth $78.2M as of Q1 2026.
  • Cresset Asset Management sold 3,224 Oracle shares in Q1 2026, an estimated $524K.
  • Oracle made up 0.34% of Cresset Asset Management's portfolio in Q1 2026, its #49 holding.
  • Cresset Asset Management first reported a position in Oracle in Q4 2018 and has held it in 30 quarters since.
  • Cresset Asset Management's Oracle position peaked at $157M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Cresset Asset Management's 13F filing for Q1 2026, filed 15 May 2026.