Curi RMB Capital’s Oracle ORCL Stock Holding History

Curi RMB Capital’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	$4.87M	Buy	33,133 +2,255	+7%	+$367K	0.09%	217
2025 Q4	$6.02M	Sell	30,878 -753	-2%	-$179K	0.1%	199
2025 Q3	$8.9M	Sell	31,631 -2,807	-8%	-$715K	0.16%	154
2025 Q2	$7.53M	Buy	+34,438	New	+$5.56M	0.14%	177
2025 Q1	–	Sell	-14,182	Closed	-$2.36M	–	530
2024 Q4	$2.36M	Sell	14,182 -11,679	-45%	-$2.07M	0.05%	253
2024 Q3	$4.41M	Buy	25,861 +2,389	+10%	+$346K	0.1%	201
2024 Q2	$3.31M	Sell	23,472 -684	-3%	-$84.9K	0.08%	219
2024 Q1	$3.03M	Buy	24,156 +682	+3%	+$78.1K	0.07%	232
2023 Q4	$2.47M	Sell	23,474 -13,527	-37%	-$1.48M	0.08%	217
2023 Q3	$3.92M	Buy	37,001 +19,086	+107%	+$2.21M	0.13%	162
2023 Q2	$2.13M	Buy	17,915 +110	+0.6%	+$11.4K	0.07%	214
2023 Q1	$1.65M	Sell	17,805 -418	-2%	-$36.7K	0.06%	234
2022 Q4	$1.49M	Sell	18,223 -896	-5%	-$68.1K	0.05%	243
2022 Q3	$1.17M	Buy	19,119 +256	+1%	+$18.7K	0.04%	270
2022 Q2	$1.32M	Buy	18,863 +128	+0.7%	+$9.37K	0.05%	249
2022 Q1	$1.55M	Sell	18,735 -20	-0.1%	-$1.62K	0.05%	215
2021 Q4	$1.64M	Hold	18,755	–	–	0.05%	219
2021 Q3	$1.63M	Buy	18,755 +7,740	+70%	+$684K	0.05%	221
2021 Q2	$857K	Buy	11,015 +783	+8%	+$61.3K	0.03%	292
2021 Q1	$718K	Buy	10,232 +881	+9%	+$57K	0.03%	304
2020 Q4	$605K	Buy	9,351 +18	+0.2%	+$1.07K	0.02%	401
2020 Q3	$557K	Sell	9,333 -550	-6%	-$31.2K	0.02%	404
2020 Q2	$546K	Sell	9,883 -10,017	-50%	-$531K	0.02%	392
2020 Q1	$962K	Buy	19,900 +1,154	+6%	+$59.6K	0.05%	296
2019 Q4	$993K	Sell	18,746 -267	-1%	-$14.7K	0.03%	365
2019 Q3	$1.05M	Sell	19,013 -23	-0.1%	-$1.27K	0.03%	378
2019 Q2	$1.08M	Buy	19,036 +9	+0%	+$487	0.03%	399
2019 Q1	$1.02M	Sell	19,027 -1,635	-8%	-$83.3K	0.03%	446
2018 Q4	$933K	Sell	20,662 -2,340	-10%	-$112K	0.02%	506
2018 Q3	$1.19M	Buy	23,002 +4,905	+27%	+$238K	0.03%	478
2018 Q2	$797K	Sell	18,097 -225	-1%	-$10.4K	0.02%	545
2018 Q1	$838K	Sell	18,322 -1,961	-10%	-$97.5K	0.02%	538
2017 Q4	$959K	Buy	20,283 +6,001	+42%	+$294K	0.02%	490
2017 Q3	$691K	Buy	14,282 +29	+0.2%	+$1.44K	0.02%	476
2017 Q2	$715K	Buy	14,253 +1,076	+8%	+$49K	0.02%	481
2017 Q1	$588K	Sell	13,177 -884	-6%	-$36.8K	0.02%	356
2016 Q4	$541K	Buy	14,061 +2,084	+17%	+$81.5K	0.03%	304
2016 Q3	$470K	Sell	11,977 -202	-2%	-$8.23K	0.03%	305
2016 Q2	$498K	Buy	12,179 +202	+2%	+$8.07K	0.03%	306
2016 Q1	$490K	Hold	11,977	–	–	0.03%	272
2015 Q4	$438K	Hold	11,977	–	–	0.02%	311
2015 Q3	$433K	Sell	11,977 -62	-0.5%	-$2.38K	0.03%	331
2015 Q2	$485K	Buy	12,039 +202	+2%	+$8.76K	0.03%	300
2015 Q1	$511K	Buy	11,837 +73	+0.6%	+$3.16K	0.03%	328
2014 Q4	$529K	Sell	11,764 -675	-5%	-$27.5K	0.03%	339
2014 Q3	$476K	Sell	12,439 -2,522	-17%	-$102K	0.03%	346
2014 Q2	$606K	Buy	14,961 +548	+4%	+$22.5K	0.04%	311
2014 Q1	$590K	Sell	14,413 -200	-1%	-$7.61K	0.04%	265
2013 Q4	$559K	Buy	14,613 +1,000	+7%	+$34.4K	0.04%	248
2013 Q3	$452K	Hold	13,613	–	–	0.03%	264
2013 Q2	$418K	Buy	+13,613	New	+$452K	0.03%	255

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Curi RMB Capital's ORCL Position: Q1 2026 in Review

Curi RMB Capital increased its Oracle (ORCL) stake by 7.3% in Q1 2026, buying an estimated $367K and bringing the position to 33,133 shares worth $4.87M. The position accounts for 0.09% of the portfolio, ranked #217.

Curi RMB Capital first reported a position in ORCL in Q2 2013 and has held it in 51 quarters since. The position peaked at $8.9M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Curi RMB Capital held 33,133 shares of Oracle worth $4.87M as of Q1 2026.
Curi RMB Capital bought 2,255 Oracle shares in Q1 2026, an estimated $367K.
Oracle made up 0.09% of Curi RMB Capital's portfolio in Q1 2026, its #217 holding.
Curi RMB Capital first reported a position in Oracle in Q2 2013 and has held it in 51 quarters since.
Curi RMB Capital's Oracle position peaked at $8.9M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Curi RMB Capital's 13F filing for Q1 2026, filed 15 May 2026.