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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
Q2 		$20.1M Buy
137,328
+18,254
+15% +$3.31M 0.49% 45
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
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

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

Daymark Wealth Partners increased its Oracle (ORCL) stake by 15% in Q2 2026, buying an estimated $3.31M and bringing the position to 137,328 shares worth $20.1M. The position accounts for 0.49% of the portfolio, ranked #45.

Daymark Wealth Partners first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $31.1M in Q3 2025. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Daymark Wealth Partners held 137,328 shares of Oracle worth $20.1M as of Q2 2026.
  • Daymark Wealth Partners bought 18,254 Oracle shares in Q2 2026, an estimated $3.31M.
  • Oracle made up 0.49% of Daymark Wealth Partners's portfolio in Q2 2026, its #45 holding.
  • Daymark Wealth Partners first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Oracle position peaked at $31.1M in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.