AssuredPartners Investment Advisors’s Oracle ORCL Stock Holding History

AssuredPartners Investment Advisors’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 Q1	$979K	Buy	6,724 +9	+0.1%	+$1.46K	0.11%	195
2025 Q4	$1.31M	Buy	6,715 +1,404	+26%	+$334K	0.19%	120
2025 Q3	$1.49M	Buy	5,311 +211	+4%	+$53.7K	0.33%	57
2025 Q2	$1.11M	Sell	5,100 -2,267	-31%	-$366K	0.27%	70
2025 Q1	$1.03M	Buy	7,367 +2,756	+60%	+$449K	0.2%	125
2024 Q4	$768K	Buy	+4,611	New	+$819K	0.15%	144

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AssuredPartners Investment Advisors's ORCL Position: Q1 2026 in Review

AssuredPartners Investment Advisors increased its Oracle (ORCL) stake by 0.13% in Q1 2026, buying an estimated $1.46K and bringing the position to 6,724 shares worth $979K. The position accounts for 0.11% of the portfolio, ranked #195.

AssuredPartners Investment Advisors first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.49M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

AssuredPartners Investment Advisors held 6,724 shares of Oracle worth $979K as of Q1 2026.
AssuredPartners Investment Advisors bought 9 Oracle shares in Q1 2026, an estimated $1.46K.
Oracle made up 0.11% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #195 holding.
AssuredPartners Investment Advisors first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's Oracle position peaked at $1.49M in Q3 2025.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.