SMA
ORCL icon

Sage Mountain Advisors’s Oracle ORCL Stock Holding History

Sage Mountain 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
Q2 		$210K Buy
+1,432
New +$260K 0.01% 214
2026
Q1 		– Sell
-15,102
Closed -$2.94M – 483
2025
Q4 		$2.94M Sell
15,102
-1,518
-9% -$361K 0.16% 71
2025
Q3 		$4.67M Buy
16,620
+2,207
+15% +$562K 0.27% 50
2025
Q2 		$3.15M Buy
14,413
+1,043
+8% +$168K 0.21% 61
2025
Q1 		$1.87M Sell
13,370
-343
-3% -$55.8K 0.14% 77
2024
Q4 		$2.29M Sell
13,713
-176
-1% -$31.3K 0.17% 69
2024
Q3 		$2.37M Buy
13,889
+3,665
+36% +$531K 0.2% 57
2024
Q2 		$1.44M Buy
10,224
+1,587
+18% +$197K 0.13% 75
2024
Q1 		$1.08M Buy
8,637
+355
+4% +$40.6K 0.11% 93
2023
Q4 		$873K Buy
8,282
+165
+2% +$18K 0.1% 92
2023
Q3 		$860K Buy
8,117
+2,489
+44% +$288K 0.12% 77
2023
Q2 		$670K Buy
5,628
+491
+10% +$50.8K 0.1% 93
2023
Q1 		$477K Buy
+5,137
New +$450K 0.08% 103
2022
Q1 		– Sell
-3,096
Closed -$270K – 678
2021
Q4 		$270K Buy
3,096
+402
+15% +$37.7K 0.03% 462
2021
Q3 		$235K Sell
2,694
-38
-1% -$3.36K 0.03% 405
2021
Q2 		$213K Buy
+2,732
New +$214K 0.04% 380

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sage Mountain Advisors's ORCL Position: Q2 2026 in Review

Sage Mountain Advisors opened a new position in Oracle (ORCL) in Q2 2026: 1,432 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #214 among its holdings. This is a return to the name: Sage Mountain Advisors previously reported a position in ORCL as recently as Q4 2025.

Sage Mountain Advisors first reported a position in ORCL in Q2 2021 and has held it in 16 quarters since. The position peaked at $4.67M in Q3 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Sage Mountain Advisors held 1,432 shares of Oracle worth $210K as of Q2 2026.
  • Oracle was a new Sage Mountain Advisors position in Q2 2026.
  • Oracle made up 0.01% of Sage Mountain Advisors's portfolio in Q2 2026, its #214 holding.
  • Sage Mountain Advisors first reported a position in Oracle in Q2 2021 and has held it in 16 quarters since.
  • Sage Mountain Advisors's Oracle position peaked at $4.67M in Q3 2025.
  • 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.