Private Capital Advisors’s Oracle ORCL Stock Holding History

Private 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	–	Sell	-1,223	Closed	-$238K	–	76
2025 Q4	$238K	Buy	+1,223	New	+$291K	0.02%	68
2017 Q4	–	Sell	-14,555	Closed	-$704K	–	114
2017 Q3	$704K	Hold	14,555	–	–	0.24%	65
2017 Q2	$730K	Hold	14,555	–	–	0.24%	78
2017 Q1	$649K	Hold	14,555	–	–	0.21%	83
2016 Q4	$560K	Hold	14,555	–	–	0.19%	81
2016 Q3	$572K	Hold	14,555	–	–	0.2%	77
2016 Q2	$596K	Hold	14,555	–	–	0.23%	74
2016 Q1	$595K	Hold	14,555	–	–	0.27%	73
2015 Q4	$532K	Hold	14,555	–	–	0.23%	80
2015 Q3	$526K	Hold	14,555	–	–	0.22%	86
2015 Q2	$587K	Hold	14,555	–	–	0.19%	94
2015 Q1	$628K	Hold	14,555	–	–	0.23%	79
2014 Q4	$655K	Hold	14,555	–	–	0.25%	79
2014 Q3	$557K	Hold	14,555	–	–	0.18%	88
2014 Q2	$590K	Hold	14,555	–	–	0.19%	85
2014 Q1	$595K	Hold	14,555	–	–	0.23%	72
2013 Q4	$557K	Hold	14,555	–	–	0.19%	77
2013 Q3	$483K	Hold	14,555	–	–	0.18%	80
2013 Q2	$447K	Buy	+14,555	New	+$483K	0.17%	86

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

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

Private Capital Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,223 shares — an estimated $238K sold.

Private Capital Advisors first reported a position in ORCL in Q2 2013 and held it in 19 quarters. The position peaked at $730K in Q2 2017. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Private Capital Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Private Capital Advisors sold 1,223 Oracle shares in Q1 2026, an estimated $238K.
Private Capital Advisors first reported a position in Oracle in Q2 2013 and held it in 19 quarters.
Private Capital Advisors's Oracle position peaked at $730K in Q2 2017.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Private Capital Advisors's 13F filing for Q1 2026, filed 12 May 2026.