MAI Capital Management’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$59.5M Buy
406,171
+112,350
+38% +$20.4M 0.22% 93
2026
Q1
$43.2M Sell
293,821
-68,616
-19% -$11.2M 0.24% 86
2025
Q4
$70.6M Buy
362,437
+29,728
+9% +$7.08M 0.41% 48
2025
Q3
$93.6M Sell
332,709
-10,061
-3% -$2.56M 0.58% 35
2025
Q2
$74.9M Buy
342,770
+1,212
+0.4% +$196K 0.52% 42
2025
Q1
$47.8M Buy
341,558
+6,478
+2% +$1.05M 0.36% 61
2024
Q4
$55.8M Buy
335,080
+77,971
+30% +$13.9M 0.41% 53
2024
Q3
$43.8M Sell
257,109
-8,201
-3% -$1.19M 0.42% 49
2024
Q2
$37.5M Buy
265,310
+72,146
+37% +$8.96M 0.37% 57
2024
Q1
$24.3M Buy
193,164
+51,220
+36% +$5.86M 0.25% 86
2023
Q4
$15M Sell
141,944
-1,200
-0.8% -$131K 0.2% 103
2023
Q3
$15.2M Buy
143,144
+1,245
+0.9% +$144K 0.23% 89
2023
Q2
$16.9M Buy
141,899
+22,210
+19% +$2.3M 0.25% 81
2023
Q1
$11.1M Sell
119,689
-778
-0.6% -$68.2K 0.18% 122
2022
Q4
$9.85M Sell
120,467
-9,208
-7% -$700K 0.17% 122
2022
Q3
$7.92M Buy
129,675
+22,371
+21% +$1.64M 0.15% 133
2022
Q2
$7.5M Sell
107,304
-1,973
-2% -$144K 0.14% 130
2022
Q1
$9.04M Buy
109,277
+3,258
+3% +$264K 0.15% 127
2021
Q4
$9.25M Buy
106,019
+3,319
+3% +$312K 0.15% 124
2021
Q3
$8.95M Sell
102,700
-3,632
-3% -$321K 0.17% 112
2021
Q2
$8.28M Sell
106,332
-78,971
-43% -$6.18M 0.16% 119
2021
Q1
$13M Sell
185,303
-1,900
-1% -$123K 0.29% 86
2020
Q4
$12.1M Sell
187,203
-2,088
-1% -$124K 0.3% 80
2020
Q3
$11.3M Buy
189,291
+5,862
+3% +$333K 0.33% 77
2020
Q2
$10.1M Buy
183,429
+10,248
+6% +$543K 0.32% 74
2020
Q1
$8.37M Buy
173,181
+7,314
+4% +$377K 0.34% 70
2019
Q4
$8.79M Buy
165,867
+5,585
+3% +$307K 0.28% 82
2019
Q3
$8.82M Sell
160,282
-6,553
-4% -$362K 0.39% 71
2019
Q2
$9.51M Buy
166,835
+8,122
+5% +$439K 0.43% 60
2019
Q1
$8.52M Sell
158,713
-549
-0.3% -$28K 0.44% 61
2018
Q4
$7.19M Buy
159,262
+2,098
+1% +$101K 0.42% 68
2018
Q3
$8.1M Buy
157,164
+1,535
+1% +$74.6K 0.41% 69
2018
Q2
$6.86M Buy
155,629
+7,416
+5% +$342K 0.37% 84
2018
Q1
$6.78M Buy
148,213
+67,083
+83% +$3.33M 0.39% 80
2017
Q4
$3.84M Sell
81,130
-1,367
-2% -$67.1K 0.22% 114
2017
Q3
$3.99M Buy
82,497
+374
+0.5% +$18.6K 0.24% 105
2017
Q2
$4.12M Buy
82,123
+850
+1% +$38.7K 0.27% 99
2017
Q1
$3.63M Sell
81,273
-813
-1% -$33.9K 0.24% 108
2016
Q4
$3.16M Buy
82,086
+2,377
+3% +$93K 0.23% 111
2016
Q3
$3.13M Buy
79,709
+3,736
+5% +$152K 0.24% 104
2016
Q2
$3.11M Sell
75,973
-11,024
-13% -$440K 0.24% 107
2016
Q1
$3.56M Sell
86,997
-7,331
-8% -$271K 0.27% 95
2015
Q4
$3.45M Buy
94,328
+33,656
+55% +$1.29M 0.26% 96
2015
Q3
$2.19M Buy
60,672
+4,055
+7% +$156K 0.17% 131
2015
Q2
$2.28M Buy
56,617
+158
+0.3% +$6.85K 0.15% 138
2015
Q1
$2.44M Sell
56,459
-1,172
-2% -$50.8K 0.16% 130
2014
Q4
$2.59M Sell
57,631
-2,385
-4% -$97.1K 0.18% 116
2014
Q3
$2.3M Sell
60,016
-4,247
-7% -$172K 0.22% 106
2014
Q2
$2.6M Sell
64,263
-2,225
-3% -$91.5K 0.25% 95
2014
Q1
$2.72M Sell
66,488
-3,771
-5% -$144K 0.27% 89
2013
Q4
$2.69M Sell
70,259
-65,544
-48% -$2.25M 0.29% 84
2013
Q3
$4.5M Buy
135,803
+6,562
+5% +$213K 0.59% 49
2013
Q2
$3.97M Buy
+129,241
New +$4.29M 0.52% 53

Other funds holding ORCL

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

MAI Capital Management increased its Oracle (ORCL) stake by 38% in Q2 2026, buying an estimated $20.4M and bringing the position to 406,171 shares worth $59.5M. The position accounts for 0.22% of the portfolio, ranked #93.

MAI Capital Management first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $93.6M in Q3 2025. 3,503 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • MAI Capital Management held 406,171 shares of Oracle worth $59.5M as of Q2 2026.
  • MAI Capital Management bought 112,350 Oracle shares in Q2 2026, an estimated $20.4M.
  • Oracle made up 0.22% of MAI Capital Management's portfolio in Q2 2026, its #93 holding.
  • MAI Capital Management first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • MAI Capital Management's Oracle position peaked at $93.6M in Q3 2025.
  • 3,503 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.