Morton Capital Management
ORCL icon

Morton Capital Management’s Oracle ORCL Stock Holding History

Morton 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 		$1.13M Sell
8,205
-275
-3% -$38.8K 0.14% 47
2026
Q2 		$1.24M Buy
8,480
+127
+2% +$23K 0.17% 45
2026
Q1 		$1.23M Buy
8,353
+120
+1% +$19.5K 0.18% 44
2025
Q4 		$1.6M Sell
8,233
-110
-1% -$26.2K 0.25% 36
2025
Q3 		$2.35M Sell
8,343
-383
-4% -$97.5K 0.39% 23
2025
Q2 		$1.91M Sell
8,726
-121
-1% -$19.5K 0.34% 26
2025
Q1 		$1.24M Sell
8,847
-525
-6% -$85.5K 0.24% 40
2024
Q4 		$1.56M Sell
9,372
-298
-3% -$52.9K 0.29% 32
2024
Q3 		$1.65M Buy
9,670
+1,449
+18% +$210K 0.32% 27
2024
Q2 		$1.16M Hold
8,221
– – 0.28% 31
2024
Q1 		$1.03M Hold
8,221
– – 0.28% 34
2023
Q4 		$867K Buy
8,221
+42
+0.5% +$4.58K 0.26% 38
2023
Q3 		$866K Hold
8,179
– – 0.31% 33
2023
Q2 		$974K Buy
8,179
+200
+3% +$20.7K 0.33% 32
2023
Q1 		$741K Buy
7,979
+194
+2% +$17K 0.26% 41
2022
Q4 		$636K Hold
7,785
– – 0.25% 40
2022
Q3 		$475K Hold
7,785
– – 0.22% 46
2022
Q2 		$544K Hold
7,785
– – 0.24% 42
2022
Q1 		$644K Buy
7,785
+135
+2% +$10.9K 0.26% 38
2021
Q4 		$667K Buy
+7,650
New +$718K 0.27% 40

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

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

Morton Capital Management reduced its Oracle (ORCL) stake by 3.2% in Q3 2026, selling an estimated $38.8K and leaving 8,205 shares worth $1.13M. The position accounts for 0.14% of the portfolio, ranked #47.

Morton Capital Management first reported a position in ORCL in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.35M in Q3 2025. 2,069 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Morton Capital Management held 8,205 shares of Oracle worth $1.13M as of Q3 2026.
  • Morton Capital Management sold 275 Oracle shares in Q3 2026, an estimated $38.8K.
  • Oracle made up 0.14% of Morton Capital Management's portfolio in Q3 2026, its #47 holding.
  • Morton Capital Management first reported a position in Oracle in Q4 2021 and has held it in 20 quarters since.
  • Morton Capital Management's Oracle position peaked at $2.35M in Q3 2025.
  • 2,069 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Morton Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.