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SMA Capital’s Oracle ORCL Stock Holding History

SMA Capital’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 		$609K Buy
+4,153
New +$753K 0.26% 62

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

SMA Capital's ORCL Position: Q2 2026 in Review

SMA Capital opened a new position in Oracle (ORCL) in Q2 2026: 4,153 shares worth $609K. The stake represents 0.26% of the portfolio and ranks #62 among its holdings.

3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • SMA Capital held 4,153 shares of Oracle worth $609K as of Q2 2026.
  • Oracle was a new SMA Capital position in Q2 2026.
  • Oracle made up 0.26% of SMA Capital's portfolio in Q2 2026, its #62 holding.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on SMA Capital's 13F filing for Q2 2026, filed 14 Aug 2026.