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3Chopt Investment Partners’s Oracle ORCL Stock Holding History

3Chopt Investment Partners’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 		$1.43M Buy
+9,770
New +$1.77M 0.27% 78
2026
Q1 		– Sell
-10,061
Closed -$1.96M – 253
2025
Q4 		$1.96M Buy
10,061
+288
+3% +$68.6K 0.44% 56
2025
Q3 		$2.75M Sell
9,773
-108
-1% -$27.5K 0.63% 36
2025
Q2 		$2.16M Sell
9,881
-472
-5% -$76.2K 0.52% 49
2025
Q1 		$1.45M Buy
10,353
+157
+2% +$25.6K 0.38% 66
2024
Q4 		$1.7M Buy
10,196
+94
+0.9% +$16.7K 0.58% 49
2024
Q3 		$1.72M Buy
10,102
+45
+0.4% +$6.52K 0.62% 46
2024
Q2 		$1.42M Buy
+10,057
New +$1.25M 0.43% 53
2024
Q1 		– Sell
-9,533
Closed -$1.01M – 135
2023
Q4 		$1.01M Buy
+9,533
New +$1.04M 0.37% 69
2023
Q3 		– Sell
-8,789
Closed -$1.05M – 112
2023
Q2 		$1.05M Sell
8,789
-100
-1% -$10.3K 0.52% 54
2023
Q1 		$826K Hold
8,889
– – 0.44% 65
2022
Q4 		$727K Buy
+8,889
New +$676K 0.4% 63

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

3Chopt Investment Partners's ORCL Position: Q2 2026 in Review

3Chopt Investment Partners opened a new position in Oracle (ORCL) in Q2 2026: 9,770 shares worth $1.43M. The stake represents 0.27% of the portfolio and ranks #78 among its holdings. This is a return to the name: 3Chopt Investment Partners previously reported a position in ORCL as recently as Q4 2025.

3Chopt Investment Partners first reported a position in ORCL in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.75M in Q3 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • 3Chopt Investment Partners held 9,770 shares of Oracle worth $1.43M as of Q2 2026.
  • Oracle was a new 3Chopt Investment Partners position in Q2 2026.
  • Oracle made up 0.27% of 3Chopt Investment Partners's portfolio in Q2 2026, its #78 holding.
  • 3Chopt Investment Partners first reported a position in Oracle in Q4 2022 and has held it in 12 quarters since.
  • 3Chopt Investment Partners's Oracle position peaked at $2.75M in Q3 2025.
  • 3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on 3Chopt Investment Partners's 13F filing for Q2 2026, filed 29 Jul 2026.