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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Morton Capital Management increased its Oracle (ORCL) stake by 1.5% in Q2 2026, buying an estimated $23K and bringing the position to 8,480 shares worth $1.24M. The position accounts for 0.17% of the portfolio, ranked #45.

Morton Capital Management first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.35M in Q3 2025. 1,044 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Morton Capital Management held 8,480 shares of Oracle worth $1.24M as of Q2 2026.
Morton Capital Management bought 127 Oracle shares in Q2 2026, an estimated $23K.
Oracle made up 0.17% of Morton Capital Management's portfolio in Q2 2026, its #45 holding.
Morton Capital Management first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
Morton Capital Management's Oracle position peaked at $2.35M in Q3 2025.
1,044 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Morton Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.