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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
Q2 		$367K Buy
2,507
+222
+10% +$40.2K 0.03% 205
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cascade Financial Partners's ORCL Position: Q2 2026 in Review

Cascade Financial Partners increased its Oracle (ORCL) stake by 9.7% in Q2 2026, buying an estimated $40.2K and bringing the position to 2,507 shares worth $367K. The position accounts for 0.03% of the portfolio, ranked #205.

Cascade Financial Partners first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $514K in Q4 2025. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Cascade Financial Partners held 2,507 shares of Oracle worth $367K as of Q2 2026.
  • Cascade Financial Partners bought 222 Oracle shares in Q2 2026, an estimated $40.2K.
  • Oracle made up 0.03% of Cascade Financial Partners's portfolio in Q2 2026, its #205 holding.
  • Cascade Financial Partners first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Cascade Financial Partners's Oracle position peaked at $514K in Q4 2025.
  • 3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cascade Financial Partners's 13F filing for Q2 2026, filed 4 Aug 2026.