Sunbeam Capital Management’s Oracle ORCL Stock Holding History

Sunbeam 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 Q3	$604K	Sell	4,398 -280	-6%	-$39.5K	0.28%	63
2026 Q2	$686K	Buy	4,678 +264	+6%	+$47.8K	0.31%	61
2026 Q1	$649K	Buy	4,414 +41	+0.9%	+$6.66K	0.37%	57
2025 Q4	$852K	Buy	4,373 +56	+1%	+$13.3K	0.51%	38
2025 Q3	$1.21M	Buy	4,317 +241	+6%	+$61.4K	0.75%	27
2025 Q2	$891K	Buy	4,076 +18	+0.4%	+$2.91K	0.68%	33
2025 Q1	$567K	Buy	4,058 +8	+0.2%	+$1.3K	0.54%	34
2024 Q4	$675K	Buy	+4,050	New	+$719K	0.63%	33

Other funds holding ORCL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sunbeam Capital Management's ORCL Position: Q3 2026 in Review

Sunbeam Capital Management reduced its Oracle (ORCL) stake by 6% in Q3 2026, selling an estimated $39.5K and leaving 4,398 shares worth $604K. The position accounts for 0.28% of the portfolio, ranked #63.

Sunbeam Capital Management first reported a position in ORCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.21M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Sunbeam Capital Management held 4,398 shares of Oracle worth $604K as of Q3 2026.
Sunbeam Capital Management sold 280 Oracle shares in Q3 2026, an estimated $39.5K.
Oracle made up 0.28% of Sunbeam Capital Management's portfolio in Q3 2026, its #63 holding.
Sunbeam Capital Management first reported a position in Oracle in Q4 2024 and has held it in 8 quarters since.
Sunbeam Capital Management's Oracle position peaked at $1.21M in Q3 2025.
2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Sunbeam Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.