CPIG
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Chicago Partners Investment Group’s Oracle ORCL Stock Holding History

Chicago Partners Investment Group’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 		$5.99M Buy
31,969
+2,907
+10% +$473K 0.13% 135
2025
Q4 		$5.15M Buy
29,062
+4,171
+17% +$993K 0.13% 154
2025
Q3 		$6.99M Buy
24,891
+3,490
+16% +$889K 0.18% 107
2025
Q2 		$5.18M Buy
21,401
+746
+4% +$120K 0.15% 141
2025
Q1 		$3.09M Buy
20,655
+1,022
+5% +$166K 0.1% 177
2024
Q4 		$3.2M Buy
19,633
+333
+2% +$59.2K 0.11% 159
2024
Q3 		$3.34M Buy
19,300
+1,500
+8% +$217K 0.12% 148
2024
Q2 		$2.41M Sell
17,800
-565
-3% -$70.2K 0.09% 193
2024
Q1 		$2.11M Buy
18,365
+2,671
+17% +$306K 0.09% 199
2023
Q4 		$1.79M Sell
15,694
-374
-2% -$40.8K 0.08% 212
2023
Q3 		$1.67M Buy
16,068
+1,493
+10% +$173K 0.09% 211
2023
Q2 		$1.69M Buy
14,575
+3,276
+29% +$339K 0.09% 214
2023
Q1 		$1.08M Buy
11,299
+160
+1% +$14K 0.06% 257
2022
Q4 		$977K Buy
11,139
+772
+7% +$58.7K 0.06% 271
2022
Q3 		$796K Buy
10,367
+1,107
+12% +$81K 0.06% 269
2022
Q2 		$721K Buy
9,260
+120
+1% +$8.78K 0.05% 273
2022
Q1 		$624K Sell
9,140
-28
-0.3% -$2.27K 0.05% 274
2021
Q4 		$724K Buy
9,168
+159
+2% +$14.9K 0.05% 277
2021
Q3 		$847K Sell
9,009
-19
-0.2% -$1.68K 0.06% 248
2021
Q2 		$793K Sell
9,028
-20
-0.2% -$1.57K 0.06% 248
2021
Q1 		$674K Buy
9,048
+197
+2% +$12.8K 0.06% 257
2020
Q4 		$534K Buy
8,851
+192
+2% +$11.4K 0.05% 269
2020
Q3 		$492K Buy
8,659
+361
+4% +$20.5K 0.06% 238
2020
Q2 		$459K Buy
8,298
+271
+3% +$14.4K 0.06% 228
2020
Q1 		$438K Sell
8,027
-628
-7% -$32.4K 0.07% 208
2019
Q4 		$480K Buy
8,655
+960
+12% +$52.8K 0.06% 221
2019
Q3 		$418K Buy
7,695
+689
+10% +$38.1K 0.06% 218
2019
Q2 		$404K Buy
7,006
+99
+1% +$5.36K 0.06% 209
2019
Q1 		$377K Sell
6,907
-2,600
-27% -$132K 0.06% 212
2018
Q4 		$455K Sell
9,507
-2,956
-24% -$142K 0.07% 197
2018
Q3 		$586K Buy
12,463
+2,601
+26% +$126K 0.09% 169
2018
Q2 		$435K Buy
9,862
+7
+0.1% +$323 0.07% 187
2018
Q1 		$451K Buy
9,855
+484
+5% +$24.1K 0.08% 167
2017
Q4 		$443K Sell
9,371
-72
-0.8% -$3.53K 0.07% 174
2017
Q3 		$457K Buy
9,443
+3,705
+65% +$184K 0.08% 168
2017
Q2 		$254K Sell
5,738
-378
-6% -$17.2K 0.07% 171
2017
Q1 		$273K Buy
6,116
+1,116
+22% +$46.5K 0.08% 158
2016
Q4 		$192K Hold
5,000
– – 0.07% 170
2016
Q3 		$196K Buy
+5,000
New +$204K 0.08% 172
2015
Q4 		– Sell
-938
Closed -$34K – 507
2015
Q3 		$34K Hold
938
– – 0.02% 254
2015
Q2 		$38K Sell
938
-144
-13% -$6.25K 0.02% 253
2015
Q1 		$49K Sell
1,082
-271
-20% -$11.7K 0.02% 225
2014
Q4 		$61K Buy
+1,353
New +$55.1K 0.03% 207

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

Chicago Partners Investment Group's ORCL Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Oracle (ORCL) stake by 10% in Q1 2026, buying an estimated $473K and bringing the position to 31,969 shares worth $5.99M. The position accounts for 0.13% of the portfolio, ranked #135.

Chicago Partners Investment Group first reported a position in ORCL in Q4 2014 and has held it in 43 quarters since. The position peaked at $6.99M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Chicago Partners Investment Group held 31,969 shares of Oracle worth $5.99M as of Q1 2026.
  • Chicago Partners Investment Group bought 2,907 Oracle shares in Q1 2026, an estimated $473K.
  • Oracle made up 0.13% of Chicago Partners Investment Group's portfolio in Q1 2026, its #135 holding.
  • Chicago Partners Investment Group first reported a position in Oracle in Q4 2014 and has held it in 43 quarters since.
  • Chicago Partners Investment Group's Oracle position peaked at $6.99M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.