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Concord Wealth Partners’s Oracle ORCL Stock Holding History

Concord Wealth 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 		$1.29M Buy
8,776
+265
+3% +$48K 0.15% 113
2026
Q1 		$1.25M Sell
8,511
-1,507
-15% -$245K 0.16% 117
2025
Q4 		$1.95M Buy
10,018
+2,204
+28% +$525K 0.25% 89
2025
Q3 		$2.2M Buy
7,814
+5,425
+227% +$1.38M 0.3% 80
2025
Q2 		$522K Sell
2,389
-7
-0.3% -$1.13K 0.08% 152
2025
Q1 		$335K Sell
2,396
-825
-26% -$134K 0.06% 162
2024
Q4 		$537K Sell
3,221
-57
-2% -$10.1K 0.09% 139
2024
Q3 		$559K Buy
3,278
+90
+3% +$13K 0.09% 128
2024
Q2 		$450K Sell
3,188
-159
-5% -$19.7K 0.08% 145
2024
Q1 		$420K Buy
3,347
+239
+8% +$27.4K 0.08% 155
2023
Q4 		$328K Sell
3,108
-436
-12% -$47.6K 0.07% 154
2023
Q3 		$375K Sell
3,544
-1,891
-35% -$219K 0.08% 139
2023
Q2 		$647K Buy
5,435
+1,274
+31% +$132K 0.14% 94
2023
Q1 		$387K Sell
4,161
-384
-8% -$33.7K 0.11% 99
2022
Q4 		$372K Sell
4,545
-2,610
-36% -$198K 0.11% 110
2022
Q3 		$437K Buy
7,155
+629
+10% +$46K 0.14% 99
2022
Q2 		$456K Buy
6,526
+1,815
+39% +$133K 0.13% 108
2022
Q1 		$390K Buy
4,711
+122
+3% +$9.88K 0.1% 121
2021
Q4 		$400K Buy
4,589
+1,806
+65% +$170K 0.1% 116
2021
Q3 		$242K Sell
2,783
-2,083
-43% -$184K 0.1% 76
2021
Q2 		$379K Sell
4,866
-54
-1% -$4.23K 0.11% 87
2021
Q1 		$345K Sell
4,920
-151
-3% -$9.78K 0.12% 87
2020
Q4 		$328K Buy
+5,071
New +$302K 0.25% 52

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Concord Wealth Partners's ORCL Position: Q2 2026 in Review

Concord Wealth Partners increased its Oracle (ORCL) stake by 3.1% in Q2 2026, buying an estimated $48K and bringing the position to 8,776 shares worth $1.29M. The position accounts for 0.15% of the portfolio, ranked #113.

Concord Wealth Partners first reported a position in ORCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.2M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Concord Wealth Partners held 8,776 shares of Oracle worth $1.29M as of Q2 2026.
  • Concord Wealth Partners bought 265 Oracle shares in Q2 2026, an estimated $48K.
  • Oracle made up 0.15% of Concord Wealth Partners's portfolio in Q2 2026, its #113 holding.
  • Concord Wealth Partners first reported a position in Oracle in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Oracle position peaked at $2.2M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.