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Essential Investment Partners’s Oracle ORCL Stock Holding History

Essential Investment 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 		$1.44M Sell
9,820
-3,310
-25% -$600K 1.16% 27
2026
Q1 		$1.93M Buy
13,130
+657
+5% +$107K 1.79% 18
2025
Q4 		$2.43M Buy
+12,473
New +$2.97M 2.29% 12

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Essential Investment Partners's ORCL Position: Q2 2026 in Review

Essential Investment Partners reduced its Oracle (ORCL) stake by 25% in Q2 2026, selling an estimated $600K and leaving 9,820 shares worth $1.44M. The position accounts for 1.16% of the portfolio, ranked #27.

Essential Investment Partners first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.43M in Q4 2025. 904 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Essential Investment Partners held 9,820 shares of Oracle worth $1.44M as of Q2 2026.
  • Essential Investment Partners sold 3,310 Oracle shares in Q2 2026, an estimated $600K.
  • Oracle made up 1.16% of Essential Investment Partners's portfolio in Q2 2026, its #27 holding.
  • Essential Investment Partners first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Essential Investment Partners's Oracle position peaked at $2.43M in Q4 2025.
  • 904 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Essential Investment Partners's 13F filing for Q2 2026, filed 15 Jul 2026.