Daymark Wealth Partners’s Oracle ORCL Stock Holding History

Daymark 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 Q1	$17.5M	Buy	119,074 +7,807	+7%	+$1.27M	0.55%	41
2025 Q4	$21.7M	Buy	111,267 +800	+0.7%	+$190K	0.69%	35
2025 Q3	$31.1M	Buy	110,467 +6,348	+6%	+$1.62M	1.05%	15
2025 Q2	$22.8M	Buy	104,119 +991	+1%	+$160K	0.87%	27
2025 Q1	$14.4M	Buy	103,128 +2,374	+2%	+$387K	0.62%	42
2024 Q4	$16.8M	Buy	100,754 +1,848	+2%	+$328K	0.71%	32
2024 Q3	$16.9M	Buy	98,906 +3,407	+4%	+$493K	0.71%	32
2024 Q2	$13.5M	Buy	95,499 +4,676	+5%	+$581K	0.62%	37
2024 Q1	$11.4M	Buy	90,823 +1,197	+1%	+$137K	0.61%	42
2023 Q4	$9.45M	Buy	89,626 +2,608	+3%	+$285K	0.58%	42
2023 Q3	$9.22M	Buy	87,018 +30,681	+54%	+$3.55M	0.63%	39
2023 Q2	$6.71M	Buy	56,337 +41,549	+281%	+$4.3M	0.5%	47
2023 Q1	$1.37M	Buy	14,788 +1,271	+9%	+$111K	0.18%	101
2022 Q4	$1.1M	Buy	+13,517	New	+$1.03M	0.2%	88

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

Daymark Wealth Partners's ORCL Position: Q1 2026 in Review

Daymark Wealth Partners increased its Oracle (ORCL) stake by 7% in Q1 2026, buying an estimated $1.27M and bringing the position to 119,074 shares worth $17.5M. The position accounts for 0.55% of the portfolio, ranked #41.

Daymark Wealth Partners first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $31.1M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Daymark Wealth Partners held 119,074 shares of Oracle worth $17.5M as of Q1 2026.
Daymark Wealth Partners bought 7,807 Oracle shares in Q1 2026, an estimated $1.27M.
Oracle made up 0.55% of Daymark Wealth Partners's portfolio in Q1 2026, its #41 holding.
Daymark Wealth Partners first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
Daymark Wealth Partners's Oracle position peaked at $31.1M in Q3 2025.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.