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Cascade Financial Partners’s Oracle ORCL Stock Holding History

Cascade Financial 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 		$336K Sell
2,285
-353
-13% -$57.4K 0.03% 197
2025
Q4 		$514K Buy
2,638
+1,200
+83% +$286K 0.05% 166
2025
Q3 		$404K Buy
1,438
+300
+26% +$76.4K 0.05% 179
2025
Q2 		$249K Buy
+1,138
New +$184K 0.03% 228

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cascade Financial Partners's ORCL Position: Q1 2026 in Review

Cascade Financial Partners reduced its Oracle (ORCL) stake by 13% in Q1 2026, selling an estimated $57.4K and leaving 2,285 shares worth $336K. The position accounts for 0.03% of the portfolio, ranked #197.

Cascade Financial Partners first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $514K in Q4 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Cascade Financial Partners held 2,285 shares of Oracle worth $336K as of Q1 2026.
  • Cascade Financial Partners sold 353 Oracle shares in Q1 2026, an estimated $57.4K.
  • Oracle made up 0.03% of Cascade Financial Partners's portfolio in Q1 2026, its #197 holding.
  • Cascade Financial Partners first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • Cascade Financial Partners's Oracle position peaked at $514K in Q4 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Cascade Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.