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Essential Partners’s Oracle ORCL Stock Holding History

Essential 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 		$162K Buy
1,107
+494
+81% +$89.5K 0.07% 289
2026
Q1 		$90.2K Sell
613
-1,701
-74% -$276K 0.03% 445
2025
Q4 		$451K Buy
2,314
+1,383
+149% +$329K 0.14% 201
2025
Q3 		$262K Buy
931
+803
+627% +$204K 0.09% 269
2025
Q2 		$28K Buy
+128
New +$20.7K 0.01% 590

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

Essential Partners's ORCL Position: Q2 2026 in Review

Essential Partners increased its Oracle (ORCL) stake by 81% in Q2 2026, buying an estimated $89.5K and bringing the position to 1,107 shares worth $162K. The position accounts for 0.07% of the portfolio, ranked #289.

Essential Partners first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $451K in Q4 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Essential Partners held 1,107 shares of Oracle worth $162K as of Q2 2026.
  • Essential Partners bought 494 Oracle shares in Q2 2026, an estimated $89.5K.
  • Oracle made up 0.07% of Essential Partners's portfolio in Q2 2026, its #289 holding.
  • Essential Partners first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Oracle position peaked at $451K in Q4 2025.
  • 3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.