Broadleaf Partners’s Oracle ORCL Stock Holding History

Broadleaf 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	$296K	Sell	2,018 -131	-6%	-$23.7K	0.06%	69
2026 Q1	$316K	Sell	2,149 -43,437	-95%	-$7.06M	0.07%	67
2025 Q4	$8.89M	Buy	45,586 +6	+0%	+$1.43K	1.87%	20
2025 Q3	$12.8M	Buy	45,580 +7,547	+20%	+$1.92M	2.67%	12
2025 Q2	$8.32M	Sell	38,033 -207	-0.5%	-$33.4K	1.83%	22
2025 Q1	$5.35M	Sell	38,240 -401	-1%	-$65.3K	1.4%	24
2024 Q4	$6.44M	Buy	38,641 +36,641	+1,832%	+$6.51M	1.5%	26
2024 Q3	$341K	Hold	2,000	–	–	0.08%	65
2024 Q2	$282K	Hold	2,000	–	–	0.07%	66
2024 Q1	$251K	Hold	2,000	–	–	0.06%	74
2023 Q4	$211K	Hold	2,000	–	–	0.06%	82
2023 Q3	$212K	Hold	2,000	–	–	0.07%	69
2023 Q2	$238K	Buy	+2,000	New	+$207K	0.08%	68

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Broadleaf Partners's ORCL Position: Q2 2026 in Review

Broadleaf Partners reduced its Oracle (ORCL) stake by 6.1% in Q2 2026, selling an estimated $23.7K and leaving 2,018 shares worth $296K. The position accounts for 0.06% of the portfolio, ranked #69.

Broadleaf Partners first reported a position in ORCL in Q2 2023 and has held it in 13 quarters since. The position peaked at $12.8M in Q3 2025. 3,525 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Broadleaf Partners held 2,018 shares of Oracle worth $296K as of Q2 2026.
Broadleaf Partners sold 131 Oracle shares in Q2 2026, an estimated $23.7K.
Oracle made up 0.06% of Broadleaf Partners's portfolio in Q2 2026, its #69 holding.
Broadleaf Partners first reported a position in Oracle in Q2 2023 and has held it in 13 quarters since.
Broadleaf Partners's Oracle position peaked at $12.8M in Q3 2025.
3,525 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Broadleaf Partners's 13F filing for Q2 2026, filed 13 Aug 2026.