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CSM Advisors’s Oracle ORCL Stock Holding History

CSM 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 		$8.44M Sell
57,624
-485
-0.8% -$87.9K 0.18% 136
2026
Q1 		$8.55M Buy
58,109
+35,955
+162% +$5.84M 0.21% 117
2025
Q4 		$4.32M Sell
22,154
-8,163
-27% -$1.94M 0.12% 194
2025
Q3 		$8.52M Sell
30,317
-123,566
-80% -$31.5M 0.24% 96
2025
Q2 		$33.6M Buy
153,883
+59,892
+64% +$9.67M 0.98% 21
2025
Q1 		$13.1M Sell
93,991
-1,415
-1% -$230K 0.72% 29
2024
Q4 		$15.9M Sell
95,406
-2,020
-2% -$359K 0.74% 33
2024
Q3 		$16.6M Sell
97,426
-5,395
-5% -$781K 1.08% 28
2024
Q2 		$14.5M Sell
102,821
-1,008
-1% -$125K 1.02% 28
2024
Q1 		$13M Buy
103,829
+915
+0.9% +$105K 0.86% 35
2023
Q4 		$10.8M Sell
102,914
-2,105
-2% -$230K 0.78% 36
2023
Q3 		$11.1M Sell
105,019
-3,010
-3% -$348K 0.97% 25
2023
Q2 		$12.9M Sell
108,029
-7,515
-7% -$777K 0.97% 26
2023
Q1 		$10.7M Buy
115,544
+6,850
+6% +$601K 0.93% 28
2022
Q4 		$8.88M Sell
108,694
-570
-0.5% -$43.3K 0.85% 33
2022
Q3 		$6.67M Sell
109,264
-11,070
-9% -$810K 0.73% 42
2022
Q2 		$8.41M Sell
120,334
-940
-0.8% -$68.8K 0.77% 39
2022
Q1 		$10M Sell
121,274
-18,165
-13% -$1.47M 0.69% 43
2021
Q4 		$12.2M Sell
139,439
-8,150
-6% -$765K 0.8% 37
2021
Q3 		$12.9M Sell
147,589
-4,770
-3% -$421K 0.95% 32
2021
Q2 		$11.9M Sell
152,359
-12,920
-8% -$1.01M 0.78% 38
2021
Q1 		$11.6M Buy
+165,279
New +$10.7M 1.63% 23

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

CSM Advisors's ORCL Position: Q2 2026 in Review

CSM Advisors reduced its Oracle (ORCL) stake by 0.83% in Q2 2026, selling an estimated $87.9K and leaving 57,624 shares worth $8.44M. The position accounts for 0.18% of the portfolio, ranked #136.

CSM Advisors first reported a position in ORCL in Q1 2021 and has held it in 22 quarters since. The position peaked at $33.6M in Q2 2025. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • CSM Advisors held 57,624 shares of Oracle worth $8.44M as of Q2 2026.
  • CSM Advisors sold 485 Oracle shares in Q2 2026, an estimated $87.9K.
  • Oracle made up 0.18% of CSM Advisors's portfolio in Q2 2026, its #136 holding.
  • CSM Advisors first reported a position in Oracle in Q1 2021 and has held it in 22 quarters since.
  • CSM Advisors's Oracle position peaked at $33.6M in Q2 2025.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on CSM Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.