MF
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Montis Financial’s Oracle ORCL Stock Holding History

Montis Financial’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 		$236K Buy
1,601
+89
+6% +$14.5K 0.05% 139
2025
Q4 		$295K Sell
1,512
-1,826
-55% -$435K 0.06% 126
2025
Q3 		$939K Hold
3,338
– – 0.22% 66
2025
Q2 		$730K Hold
3,338
– – 0.2% 68
2025
Q1 		$467K Sell
3,338
-12
-0.4% -$1.95K 0.14% 92
2024
Q4 		$558K Buy
3,350
+12
+0.4% +$2.13K 0.17% 78
2024
Q3 		$569K Hold
3,338
– – 0.2% 57
2024
Q2 		$471K Sell
3,338
-200
-6% -$24.8K 0.22% 51
2024
Q1 		$444K Buy
3,538
+400
+13% +$45.8K 0.21% 51
2023
Q4 		$331K Sell
3,138
-200
-6% -$21.8K 0.2% 52
2023
Q3 		$354K Buy
3,338
+200
+6% +$23.1K 0.24% 42
2023
Q2 		$374K Sell
3,138
-9
-0.3% -$931 0.25% 38
2023
Q1 		$292K Sell
3,147
-126
-4% -$11K 0.23% 43
2022
Q4 		$268K Buy
+3,273
New +$249K 0.23% 49
2022
Q3 		– Sell
-3,273
Closed -$229K – 62
2022
Q2 		$229K Sell
3,273
-20
-0.6% -$1.46K 0.21% 56
2022
Q1 		$272K Hold
3,293
– – 0.21% 55
2021
Q4 		$287K Hold
3,293
– – 0.21% 56
2021
Q3 		$294K Sell
3,293
-1,980
-38% -$175K 0.25% 42
2021
Q2 		$410K Hold
5,273
– – 0.34% 38
2021
Q1 		$379K Hold
5,273
– – 0.35% 39
2020
Q4 		$330K Buy
+5,273
New +$314K 0.33% 41

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

Montis Financial's ORCL Position: Q1 2026 in Review

Montis Financial increased its Oracle (ORCL) stake by 5.9% in Q1 2026, buying an estimated $14.5K and bringing the position to 1,601 shares worth $236K. The position accounts for 0.05% of the portfolio, ranked #139.

Montis Financial first reported a position in ORCL in Q4 2020 and has held it in 21 quarters since. The position peaked at $939K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Montis Financial held 1,601 shares of Oracle worth $236K as of Q1 2026.
  • Montis Financial bought 89 Oracle shares in Q1 2026, an estimated $14.5K.
  • Oracle made up 0.05% of Montis Financial's portfolio in Q1 2026, its #139 holding.
  • Montis Financial first reported a position in Oracle in Q4 2020 and has held it in 21 quarters since.
  • Montis Financial's Oracle position peaked at $939K in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Montis Financial's 13F filing for Q1 2026, filed 11 May 2026.