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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
Q2 		$3.41M Buy
23,243
+19,098
+461% +$3.46M 0.38% 61
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 $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 $3.38T AUM 44.17% 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

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

Fortis Capital Management increased its Oracle (ORCL) stake by 461% in Q2 2026, buying an estimated $3.46M and bringing the position to 23,243 shares worth $3.41M. The position accounts for 0.38% of the portfolio, ranked #61.

Fortis Capital Management first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Fortis Capital Management held 23,243 shares of Oracle worth $3.41M as of Q2 2026.
  • Fortis Capital Management bought 19,098 Oracle shares in Q2 2026, an estimated $3.46M.
  • Oracle made up 0.38% of Fortis Capital Management's portfolio in Q2 2026, its #61 holding.
  • Fortis Capital Management first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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