North Capital’s Oracle ORCL Stock Holding History

North Capital’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	-1,605	Closed	-$313K	–	96
2025 Q4	$313K	Sell	1,605 -79	-5%	-$18.8K	0.27%	59
2025 Q3	$474K	Sell	1,684 -345	-17%	-$87.9K	0.37%	32
2025 Q2	$444K	Sell	2,029 -93	-4%	-$15K	0.38%	34
2025 Q1	$297K	Buy	+2,122	New	+$345K	0.28%	51

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

North Capital's ORCL Position: Q1 2026 in Review

North Capital sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,605 shares — an estimated $313K sold.

North Capital first reported a position in ORCL in Q1 2025 and held it in 4 quarters. The position peaked at $474K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

North Capital reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
North Capital sold 1,605 Oracle shares in Q1 2026, an estimated $313K.
North Capital first reported a position in Oracle in Q1 2025 and held it in 4 quarters.
North Capital's Oracle position peaked at $474K in Q3 2025.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on North Capital's 13F filing for Q1 2026, filed 30 Apr 2026.