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Baldwin Wealth Partners’s Oracle ORCL Stock Holding History

Baldwin Wealth 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 		$454K Sell
3,100
-45
-1% -$8.15K 0.03% 152
2026
Q1 		$463K Sell
3,145
-100
-3% -$16.3K 0.03% 150
2025
Q4 		$632K Buy
3,245
+51
+2% +$12.1K 0.04% 143
2025
Q3 		$898K Buy
3,194
+19
+0.6% +$4.84K 0.06% 114
2025
Q2 		$694K Hold
3,175
– – 0.05% 124
2025
Q1 		$444K Buy
3,175
+57
+2% +$9.28K 0.03% 154
2024
Q4 		$520K Sell
3,118
-400
-11% -$71.1K 0.04% 144
2024
Q3 		$599K Buy
3,518
+106
+3% +$15.4K 0.04% 180
2024
Q2 		$482K Sell
3,412
-284
-8% -$35.3K 0.04% 146
2024
Q1 		$464K Sell
3,696
-100
-3% -$11.4K 0.04% 155
2023
Q4 		$400K Sell
3,796
-300
-7% -$32.7K 0.03% 163
2023
Q3 		$434K Sell
4,096
-350
-8% -$40.5K 0.04% 162
2023
Q2 		$529K Sell
4,446
-79
-2% -$8.17K 0.04% 152
2023
Q1 		$420K Sell
4,525
-371
-8% -$32.5K 0.04% 175
2022
Q4 		$400K Sell
4,896
-719
-13% -$54.6K 0.04% 176
2022
Q3 		$343K Sell
5,615
-1,000
-15% -$73.2K 0.05% 128
2022
Q2 		$462K Hold
6,615
– – 0.06% 112
2022
Q1 		$547K Sell
6,615
-250
-4% -$20.2K 0.06% 110
2021
Q4 		$599K Hold
6,865
– – 0.06% 109
2021
Q3 		$598K Hold
6,865
– – 0.07% 99
2021
Q2 		$534K Hold
6,865
– – 0.06% 112
2021
Q1 		$482K Sell
6,865
-175
-2% -$11.3K 0.06% 109
2020
Q4 		$455K Sell
7,040
-1,326
-16% -$78.9K 0.06% 108
2020
Q3 		$499K Sell
8,366
-1,700
-17% -$96.6K 0.07% 101
2020
Q2 		$556K Sell
10,066
-90
-0.9% -$4.77K 0.08% 95
2020
Q1 		$491K Hold
10,156
– – 0.09% 94
2019
Q4 		$538K Hold
10,156
– – 0.08% 105
2019
Q3 		$559K Hold
10,156
– – 0.08% 99
2019
Q2 		$579K Hold
10,156
– – 0.09% 109
2019
Q1 		$545K Sell
10,156
-546
-5% -$27.8K 0.08% 118
2018
Q4 		$483K Buy
10,702
+546
+5% +$26.2K 0.08% 119
2018
Q3 		$524K Sell
10,156
-4,125
-29% -$200K 0.07% 124
2018
Q2 		$629K Sell
14,281
-325
-2% -$15K 0.1% 106
2018
Q1 		$668K Sell
14,606
-9,789
-40% -$487K 0.11% 102
2017
Q4 		$1.15M Sell
24,395
-208
-0.8% -$10.2K 0.18% 84
2017
Q3 		$1.19M Sell
24,603
-2,551
-9% -$127K 0.19% 79
2017
Q2 		$1.36M Sell
27,154
-5,449
-17% -$248K 0.22% 72
2017
Q1 		$1.45M Sell
32,603
-1,801
-5% -$75K 0.24% 67
2016
Q4 		$1.32M Sell
34,404
-940
-3% -$36.8K 0.24% 65
2016
Q3 		$1.39M Sell
35,344
-1,442
-4% -$58.8K 0.25% 65
2016
Q2 		$1.51M Buy
36,786
+1,627
+5% +$65K 0.31% 55
2016
Q1 		$1.44M Buy
35,159
+3,200
+10% +$118K 0.26% 83
2015
Q4 		$1.17M Sell
31,959
-13,362
-29% -$510K 0.19% 107
2015
Q3 		$1.64M Buy
45,321
+1,200
+3% +$46.1K 0.28% 82
2015
Q2 		$1.78M Sell
44,121
-650
-1% -$28.2K 0.26% 84
2015
Q1 		$1.93M Sell
44,771
-2,775
-6% -$120K 0.28% 84
2014
Q4 		$2.14M Sell
47,546
-2,641
-5% -$107K 0.31% 73
2014
Q3 		$1.92M Buy
50,187
+749
+2% +$30.3K 0.27% 79
2014
Q2 		$2M Sell
49,438
-92
-0.2% -$3.79K 0.3% 73
2014
Q1 		$2.03M Sell
49,530
-308
-0.6% -$11.7K 0.33% 66
2013
Q4 		$1.91M Buy
49,838
+6,200
+14% +$213K 0.31% 78
2013
Q3 		$1.45M Sell
43,638
-100
-0.2% -$3.24K 0.26% 91
2013
Q2 		$1.34M Buy
+43,738
New +$1.45M 0.27% 91

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Baldwin Wealth Partners's ORCL Position: Q2 2026 in Review

Baldwin Wealth Partners reduced its Oracle (ORCL) stake by 1.4% in Q2 2026, selling an estimated $8.15K and leaving 3,100 shares worth $454K. The position accounts for 0.03% of the portfolio, ranked #152.

Baldwin Wealth Partners first reported a position in ORCL in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.14M in Q4 2014. 1,628 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Baldwin Wealth Partners held 3,100 shares of Oracle worth $454K as of Q2 2026.
  • Baldwin Wealth Partners sold 45 Oracle shares in Q2 2026, an estimated $8.15K.
  • Oracle made up 0.03% of Baldwin Wealth Partners's portfolio in Q2 2026, its #152 holding.
  • Baldwin Wealth Partners first reported a position in Oracle in Q2 2013 and has held it in 53 quarters since.
  • Baldwin Wealth Partners's Oracle position peaked at $2.14M in Q4 2014.
  • 1,628 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.