FCM
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Fire Capital Management’s Oracle ORCL Stock Holding History

Fire Capital 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
2026
Q2 		$1.22M Buy
8,295
+816
+11% +$148K 0.49% 54
2026
Q1 		$1.1M Sell
7,479
-971
-11% -$158K 0.52% 48
2025
Q4 		$1.65M Buy
8,450
+545
+7% +$130K 0.82% 32
2025
Q3 		$2.22M Buy
7,905
+56
+0.7% +$14.3K 1.28% 22
2025
Q2 		$1.72M Buy
7,849
+1,163
+17% +$188K 1.09% 25
2025
Q1 		$935K Buy
6,686
+1,883
+39% +$307K 0.69% 41
2024
Q4 		$800K Buy
+4,803
New +$853K 0.6% 45

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

Fire Capital Management's ORCL Position: Q2 2026 in Review

Fire Capital Management increased its Oracle (ORCL) stake by 11% in Q2 2026, buying an estimated $148K and bringing the position to 8,295 shares worth $1.22M. The position accounts for 0.49% of the portfolio, ranked #54.

Fire Capital Management first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.22M in Q3 2025. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Fire Capital Management held 8,295 shares of Oracle worth $1.22M as of Q2 2026.
  • Fire Capital Management bought 816 Oracle shares in Q2 2026, an estimated $148K.
  • Oracle made up 0.49% of Fire Capital Management's portfolio in Q2 2026, its #54 holding.
  • Fire Capital Management first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Fire Capital Management's Oracle position peaked at $2.22M in Q3 2025.
  • 3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Fire Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.