FCM
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Fortis Capital Management’s Oracle ORCL Stock Holding History

Fortis 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
Q1 		$610K Sell
4,145
-100
-2% -$16.3K 0.06% 122
2025
Q4 		$827K Sell
4,245
-195
-4% -$46.4K 0.11% 89
2025
Q3 		$1.25M Sell
4,440
-75
-2% -$19.1K 0.18% 69
2025
Q2 		$987K Buy
4,515
+450
+11% +$72.7K 0.15% 75
2025
Q1 		$568K Buy
4,065
+63
+2% +$10.3K 0.11% 97
2024
Q4 		$667K Buy
+4,002
New +$711K 0.12% 87

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

Fortis Capital Management's ORCL Position: Q1 2026 in Review

Fortis Capital Management reduced its Oracle (ORCL) stake by 2.4% in Q1 2026, selling an estimated $16.3K and leaving 4,145 shares worth $610K. The position accounts for 0.06% of the portfolio, ranked #122.

Fortis Capital Management first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.25M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Fortis Capital Management held 4,145 shares of Oracle worth $610K as of Q1 2026.
  • Fortis Capital Management sold 100 Oracle shares in Q1 2026, an estimated $16.3K.
  • Oracle made up 0.06% of Fortis Capital Management's portfolio in Q1 2026, its #122 holding.
  • Fortis Capital Management first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Fortis Capital Management's Oracle position peaked at $1.25M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Fortis Capital Management's 13F filing for Q1 2026, filed 12 May 2026.