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Pallas Capital Advisors’s Oracle ORCL Stock Holding History

Pallas Capital 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 		$5.87M Sell
39,889
-2,489
-6% -$405K 0.22% 87
2025
Q4 		$8.26M Sell
42,378
-22,821
-35% -$5.43M 0.27% 71
2025
Q3 		$18.3M Sell
65,199
-1,091
-2% -$278K 0.67% 30
2025
Q2 		$14.5M Sell
66,290
-5,483
-8% -$885K 0.55% 35
2025
Q1 		$10M Buy
71,773
+4,618
+7% +$752K 0.42% 47
2024
Q4 		$11.2M Buy
67,155
+1,438
+2% +$255K 0.48% 39
2024
Q3 		$11.5M Buy
65,717
+9,109
+16% +$1.32M 0.49% 36
2024
Q2 		$7.81M Buy
56,608
+1,306
+2% +$162K 0.35% 61
2024
Q1 		$6.95M Sell
55,302
-15,459
-22% -$1.77M 0.29% 64
2023
Q4 		$7.46M Buy
70,761
+2,596
+4% +$283K 0.4% 46
2023
Q3 		$6.93M Sell
68,165
-238
-0.3% -$27.5K 0.42% 47
2023
Q2 		$8.13M Sell
68,403
-36,766
-35% -$3.8M 0.37% 38
2023
Q1 		$10M Buy
105,169
+3,762
+4% +$330K 0.94% 28
2022
Q4 		$8.85M Sell
101,407
-822
-0.8% -$62.5K 0.9% 32
2022
Q3 		$7.67M Buy
102,229
+3,121
+3% +$228K 0.85% 34
2022
Q2 		$7.42M Buy
99,108
+7,434
+8% +$544K 1.02% 20
2022
Q1 		$7.28M Buy
91,674
+36,626
+67% +$2.97M 0.93% 27
2021
Q4 		$4.53M Buy
55,048
+1,427
+3% +$134K 0.55% 48
2021
Q3 		$5.16M Buy
53,621
+16,243
+43% +$1.43M 0.57% 44
2021
Q2 		$3.37M Buy
37,378
+4,611
+14% +$361K 0.47% 53
2021
Q1 		$2.63M Buy
+32,767
New +$2.12M 0.59% 43

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

Pallas Capital Advisors's ORCL Position: Q1 2026 in Review

Pallas Capital Advisors reduced its Oracle (ORCL) stake by 5.9% in Q1 2026, selling an estimated $405K and leaving 39,889 shares worth $5.87M. The position accounts for 0.22% of the portfolio, ranked #87.

Pallas Capital Advisors first reported a position in ORCL in Q1 2021 and has held it in 21 quarters since. The position peaked at $18.3M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Pallas Capital Advisors held 39,889 shares of Oracle worth $5.87M as of Q1 2026.
  • Pallas Capital Advisors sold 2,489 Oracle shares in Q1 2026, an estimated $405K.
  • Oracle made up 0.22% of Pallas Capital Advisors's portfolio in Q1 2026, its #87 holding.
  • Pallas Capital Advisors first reported a position in Oracle in Q1 2021 and has held it in 21 quarters since.
  • Pallas Capital Advisors's Oracle position peaked at $18.3M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.