Regatta Capital Group’s Oracle ORCL Stock Holding History

Regatta Capital Group’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	$856K	Sell	5,815 -40	-0.7%	-$6.5K	0.13%	102
2025 Q4	$1.14M	Sell	5,855 -195	-3%	-$46.4K	0.17%	82
2025 Q3	$1.7M	Sell	6,050 -1,126	-16%	-$287K	0.27%	66
2025 Q2	$1.57M	Buy	7,176 +29	+0.4%	+$4.68K	0.27%	68
2025 Q1	$999K	Sell	7,147 -401	-5%	-$65.3K	0.19%	80
2024 Q4	$1.26M	Sell	7,548 -632	-8%	-$112K	0.24%	68
2024 Q3	$1.39M	Buy	8,180 +27	+0.3%	+$3.91K	0.27%	61
2024 Q2	$1.15M	Sell	8,153 -173	-2%	-$21.5K	0.25%	66
2024 Q1	$1.05M	Buy	8,326 +114	+1%	+$13K	0.24%	74
2023 Q4	$866K	Sell	8,212 -476	-5%	-$52K	0.23%	75
2023 Q3	$920K	Sell	8,688 -55	-0.6%	-$6.37K	0.29%	64
2023 Q2	$1.04M	Sell	8,743 -453	-5%	-$46.8K	0.33%	63
2023 Q1	$752K	Hold	9,196	–	–	0.27%	81
2022 Q4	$752K	Buy	9,196 +777	+9%	+$59K	0.27%	81
2022 Q3	$588K	Buy	8,419 +350	+4%	+$25.6K	0.24%	89
2022 Q2	$564K	Sell	8,069 -59	-0.7%	-$4.32K	0.27%	83
2022 Q1	$672K	Buy	8,128 +749	+10%	+$60.7K	0.23%	91
2021 Q4	$643K	Buy	+7,379	New	+$693K	0.22%	88

Other funds holding ORCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

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