FCH
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Freestone Capital Holdings’s Oracle ORCL Stock Holding History

Freestone Capital Holdings’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
2013
Q4 		– Sell
-1,500
Closed -$50K – 361
2013
Q3 		$50K Buy
+1,500
New +$48.7K 0.01% 351

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

Freestone Capital Holdings's ORCL Position: Q2 2026 in Review

Freestone Capital Holdings reduced its Oracle (ORCL) stake by 2.3% in Q2 2026, selling an estimated $524K and leaving 122,449 shares worth $17.9M. The position accounts for 0.47% of the portfolio, ranked #34.

Freestone Capital Holdings first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $33.3M in Q3 2025. 3,521 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Freestone Capital Holdings held 122,449 shares of Oracle worth $17.9M as of Q2 2026.
  • Freestone Capital Holdings sold 2,890 Oracle shares in Q2 2026, an estimated $524K.
  • Oracle made up 0.47% of Freestone Capital Holdings's portfolio in Q2 2026, its #34 holding.
  • Freestone Capital Holdings first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • Freestone Capital Holdings's Oracle position peaked at $33.3M in Q3 2025.
  • 3,521 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.