Orion Capital Management’s Oracle ORCL Stock Holding History

Orion 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 Q1	$4.12K	Sell	28 -165	-85%	-$26.8K	﹤0.01%	414
2025 Q4	$37.6K	Hold	193	–	–	0.01%	294
2025 Q3	$54.3K	Hold	193	–	–	0.02%	262
2025 Q2	$42.2K	Buy	193 +47	+32%	+$7.59K	0.02%	256
2025 Q1	$20.4K	Hold	146	–	–	0.01%	311
2024 Q4	$24.3K	Buy	+146	New	+$25.9K	0.01%	301
2024 Q3	–	Sell	-28	Closed	-$3.95K	–	339
2024 Q2	$3.95K	Hold	28	–	–	﹤0.01%	383
2024 Q1	$3.52K	Sell	28 -209	-88%	-$23.9K	﹤0.01%	439
2023 Q4	$25K	Hold	237	–	–	0.01%	314
2023 Q3	$25.1K	Buy	+237	New	+$27.4K	0.02%	298
2023 Q2	–	Sell	-209	Closed	-$19.4K	–	342
2023 Q1	$19.4K	Hold	209	–	–	0.01%	324
2022 Q4	$17.1K	Hold	209	–	–	0.01%	284
2022 Q3	$13K	Hold	209	–	–	0.01%	299
2022 Q2	$15K	Hold	209	–	–	0.01%	293
2022 Q1	$17K	Buy	+209	New	+$16.9K	0.01%	293

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

Orion Capital Management's ORCL Position: Q1 2026 in Review

Orion Capital Management reduced its Oracle (ORCL) stake by 85% in Q1 2026, selling an estimated $26.8K and leaving 28 shares worth $4.12K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Orion Capital Management first reported a position in ORCL in Q1 2022 and has held it in 15 quarters since. The position peaked at $54.3K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Orion Capital Management held 28 shares of Oracle worth $4.12K as of Q1 2026.
Orion Capital Management sold 165 Oracle shares in Q1 2026, an estimated $26.8K.
Oracle made up ﹤0.01% of Orion Capital Management's portfolio in Q1 2026, its #414 holding.
Orion Capital Management first reported a position in Oracle in Q1 2022 and has held it in 15 quarters since.
Orion Capital Management's Oracle position peaked at $54.3K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.