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 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 $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

Broadleaf Partners's ORCL Position: Q1 2026 in Review

Broadleaf Partners reduced its Oracle (ORCL) stake by 95% in Q1 2026, selling an estimated $7.06M and leaving 2,149 shares worth $316K. The position accounts for 0.07% of the portfolio, ranked #67.

Broadleaf Partners first reported a position in ORCL in Q2 2023 and has held it in 12 quarters since. The position peaked at $12.8M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Broadleaf Partners held 2,149 shares of Oracle worth $316K as of Q1 2026.
Broadleaf Partners sold 43,437 Oracle shares in Q1 2026, an estimated $7.06M.
Oracle made up 0.07% of Broadleaf Partners's portfolio in Q1 2026, its #67 holding.
Broadleaf Partners first reported a position in Oracle in Q2 2023 and has held it in 12 quarters since.
Broadleaf Partners's Oracle position peaked at $12.8M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Broadleaf Partners's 13F filing for Q1 2026, filed 14 May 2026.