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Thames Capital Management’s Oracle ORCL Stock Holding History

Thames 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
2025
Q4 		– Sell
-16,340
Closed -$4.6M – 62
2025
Q3 		$4.6M Buy
16,340
+3,884
+31% +$989K 0.66% 50
2025
Q2 		$2.72M Buy
+12,456
New +$2.01M 0.62% 40
2023
Q4 		– Sell
-66,694
Closed -$7.06M – 29
2023
Q3 		$7.06M Buy
+66,694
New +$7.72M 4.04% 8

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Thames Capital Management's ORCL Position: Q4 2025 in Review

Thames Capital Management sold out of Oracle (ORCL) in Q4 2025, closing a stake of 16,340 shares — an estimated $4.6M sold.

Thames Capital Management first reported a position in ORCL in Q3 2023 and held it in 3 quarters. The position peaked at $7.06M in Q3 2023. 3,772 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Thames Capital Management reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • Thames Capital Management sold 16,340 Oracle shares in Q4 2025, an estimated $4.6M.
  • Thames Capital Management first reported a position in Oracle in Q3 2023 and held it in 3 quarters.
  • Thames Capital Management's Oracle position peaked at $7.06M in Q3 2023.
  • 3,772 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Thames Capital Management's 13F filing for Q4 2025, filed 10 Feb 2026.