Sandler Capital Management’s Oracle ORCL Stock Holding History

Sandler Capital Management’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	$3.46M	Buy	23,600 +14,900	+171%	+$2.7M	1.72%	9
2026 Q1	$1.28M	Buy	+8,700	New	+$1.41M	0.66%	52

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sandler Capital Management's ORCL Position: Q3 2025 in Review

Sandler Capital Management sold out of Oracle (ORCL) in Q3 2025, closing a stake of 6,500 shares — an estimated $1.42M sold.

Sandler Capital Management first reported a position in ORCL in Q1 2017 and held it in 8 quarters. The position peaked at $8.52M in Q3 2024. 3,830 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

Sandler Capital Management reported no remaining Oracle position as of Q3 2025 after selling out during the quarter.
Sandler Capital Management sold 6,500 Oracle shares in Q3 2025, an estimated $1.42M.
Sandler Capital Management first reported a position in Oracle in Q1 2017 and held it in 8 quarters.
Sandler Capital Management's Oracle position peaked at $8.52M in Q3 2024.
3,830 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Sandler Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.