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Oracle Corporation shares owned by Capstone Financial Advisors

Quarter-by-quarter ownership of Oracle Corporation (ORCL) shares owned by Capstone Financial Advisors from 13F filings

Historical chart of Capstone Financial Advisors investment in Oracle Corporation

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All positions including Oracle Corporation held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oracle Corporation by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $448k 1.6k 281.24
2025-06-30 $245k 1.1k 218.63
2023-09-30 $356k 3.4k 105.92

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
McDonald's Corporation (MCD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Flexshares Tr Mornstar Usmkt (TILT)
Flexshares Tr M Star Dev Mkt (TLTD)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Capstone Financial Advisors

Top funds holding Oracle Corporation

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
FMR
Morgan Stanley
Susquehanna International
Capital Research Global Investors
Northern Trust
Citadel Advisors
Jane Street
Loomis, Sayles and
Goldman Sachs Group
UBS Group

View all funds holding Oracle Corporation