MCM
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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
2023
Q4 		– Hold
0
– -$106K – 99
2023
Q3 		– Hold
0
– – – 88

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
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
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. 1,061 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.
  • 1,061 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.