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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
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 $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

Sage Mountain Advisors's ORCL Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 15,102 shares — an estimated $2.94M sold.

Sage Mountain Advisors first reported a position in ORCL in Q2 2021 and held it in 15 quarters. The position peaked at $4.67M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 15,102 Oracle shares in Q1 2026, an estimated $2.94M.
  • Sage Mountain Advisors first reported a position in Oracle in Q2 2021 and held it in 15 quarters.
  • Sage Mountain Advisors's Oracle position peaked at $4.67M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.