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Mountain Capital Investment Advisors’s Oracle ORCL Stock Holding History

Mountain Capital Investment Advisors’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 		– Sell
-1,550
Closed -$275K – 101
2025
Q4 		$275K Buy
1,550
+83
+6% +$19.8K 0.04% 66
2025
Q3 		$424K Sell
1,467
-101
-6% -$25.7K 0.07% 45
2025
Q2 		$343K Buy
+1,568
New +$253K 0.07% 44
2017
Q4 		– Sell
-930
Closed -$45K – 310
2017
Q3 		$45K Hold
930
– – 0.04% 127
2017
Q2 		$47K Buy
+930
New +$42.4K 0.05% 138

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

Mountain Capital Investment Advisors's ORCL Position: Q1 2026 in Review

Mountain Capital Investment Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,550 shares — an estimated $275K sold.

Mountain Capital Investment Advisors first reported a position in ORCL in Q2 2017 and held it in 5 quarters. The position peaked at $424K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Mountain Capital Investment Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 1,550 Oracle shares in Q1 2026, an estimated $275K.
  • Mountain Capital Investment Advisors first reported a position in Oracle in Q2 2017 and held it in 5 quarters.
  • Mountain Capital Investment Advisors's Oracle position peaked at $424K in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Mountain Capital Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.