Fidelis Capital Partners’s Oracle ORCL Stock Holding History

Fidelis Capital Partners’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	$5.23M	Buy	35,531 +9	+0%	+$1.46K	0.37%	58
2025 Q4	$6.92M	Buy	35,522 +4,083	+13%	+$972K	0.5%	43
2025 Q3	$8.84M	Buy	31,439 +12,283	+64%	+$3.13M	0.69%	29
2025 Q2	$4.91M	Buy	19,156 +704	+4%	+$114K	0.45%	45
2025 Q1	$2.56M	Buy	18,452 +2,592	+16%	+$422K	0.27%	74
2024 Q4	$2.67M	Buy	15,860 +3,132	+25%	+$556K	0.27%	70
2024 Q3	$2.2M	Buy	12,728 +566	+5%	+$82K	0.26%	75
2024 Q2	$1.53M	Buy	12,162 +1,207	+11%	+$150K	0.22%	87
2024 Q1	$1.38M	Buy	10,955 +1,832	+20%	+$210K	0.21%	89
2023 Q4	$962K	Buy	9,123 +1,886	+26%	+$206K	0.21%	96
2023 Q3	$767K	Buy	7,237 +998	+16%	+$116K	0.26%	85
2023 Q2	$743K	Buy	6,239 +348	+6%	+$36K	0.27%	90
2023 Q1	$571K	Buy	5,891 +2,850	+94%	+$250K	0.24%	103
2022 Q4	$263K	Buy	+3,041	New	+$231K	0.31%	91

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

Fidelis Capital Partners's ORCL Position: Q1 2026 in Review

Fidelis Capital Partners increased its Oracle (ORCL) stake by 0.03% in Q1 2026, buying an estimated $1.46K and bringing the position to 35,531 shares worth $5.23M. The position accounts for 0.37% of the portfolio, ranked #58.

Fidelis Capital Partners first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $8.84M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Fidelis Capital Partners held 35,531 shares of Oracle worth $5.23M as of Q1 2026.
Fidelis Capital Partners bought 9 Oracle shares in Q1 2026, an estimated $1.46K.
Oracle made up 0.37% of Fidelis Capital Partners's portfolio in Q1 2026, its #58 holding.
Fidelis Capital Partners first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
Fidelis Capital Partners's Oracle position peaked at $8.84M in Q3 2025.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Fidelis Capital Partners's 13F filing for Q1 2026, filed 6 May 2026.