Monument Capital Management
ORCL icon

Monument Capital Management’s Oracle ORCL Stock Holding History

Monument 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
Q3 		$410K Sell
2,990
-1,052
-26% -$148K 0.09% 173
2026
Q2 		$592K Buy
4,042
+45
+1% +$8.16K 0.12% 148
2026
Q1 		$588K Sell
3,997
-1,556
-28% -$253K 0.15% 125
2025
Q4 		$1.08M Sell
5,553
-504
-8% -$120K 0.27% 94
2025
Q3 		$1.7M Sell
6,057
-100
-2% -$25.5K 0.43% 81
2025
Q2 		$1.35M Sell
6,157
-422
-6% -$68.1K 0.35% 85
2025
Q1 		$920K Sell
6,579
-130
-2% -$21.2K 0.28% 87
2024
Q4 		$1.12M Sell
6,709
-6
-0.1% -$1.07K 0.31% 75
2024
Q3 		$1.14M Sell
6,715
-10
-0.1% -$1.45K 0.32% 73
2024
Q2 		$950K Sell
6,725
-308
-4% -$38.2K 0.28% 78
2024
Q1 		$883K Sell
7,033
-519
-7% -$59.4K 0.25% 90
2023
Q4 		$796K Sell
7,552
-1,139
-13% -$124K 0.26% 93
2023
Q3 		$921K Sell
8,691
-308
-3% -$35.7K 0.31% 76
2023
Q2 		$1.07M Buy
8,999
+179
+2% +$18.5K 0.34% 72
2023
Q1 		$820K Buy
8,820
+166
+2% +$14.6K 0.27% 77
2022
Q4 		$707K Buy
8,654
+1,458
+20% +$111K 0.24% 87
2022
Q3 		$439K Buy
7,196
+1,236
+21% +$90.5K 0.16% 104
2022
Q2 		$416K Buy
+5,960
New +$436K 0.16% 106
2018
Q4 		– Sell
-1,016
Closed -$52K – 256
2018
Q3 		$52K Buy
1,016
+210
+26% +$10.2K 0.03% 127
2018
Q2 		$35K Buy
806
+1
+0.1% +$46 0.02% 102
2018
Q1 		$36K Sell
805
-1
-0.1% -$50 0.02% 99
2017
Q4 		$38K Buy
+806
New +$39.5K 0.03% 88

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Monument Capital Management's ORCL Position: Q3 2026 in Review

Monument Capital Management reduced its Oracle (ORCL) stake by 26% in Q3 2026, selling an estimated $148K and leaving 2,990 shares worth $410K. The position accounts for 0.09% of the portfolio, ranked #173.

Monument Capital Management first reported a position in ORCL in Q4 2017 and has held it in 22 quarters since. The position peaked at $1.7M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Monument Capital Management held 2,990 shares of Oracle worth $410K as of Q3 2026.
  • Monument Capital Management sold 1,052 Oracle shares in Q3 2026, an estimated $148K.
  • Oracle made up 0.09% of Monument Capital Management's portfolio in Q3 2026, its #173 holding.
  • Monument Capital Management first reported a position in Oracle in Q4 2017 and has held it in 22 quarters since.
  • Monument Capital Management's Oracle position peaked at $1.7M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Monument Capital Management's 13F filing for Q3 2026, filed 9 Oct 2026.