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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
Q3 		$648K Buy
4,716
+3,609
+326% +$509K 0.3% 54
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

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Essential Partners's ORCL Position: Q3 2026 in Review

Essential Partners increased its Oracle (ORCL) stake by 326% in Q3 2026, buying an estimated $509K and bringing the position to 4,716 shares worth $648K. The position accounts for 0.3% of the portfolio, ranked #54.

Essential Partners first reported a position in ORCL in Q2 2025 and has held it in 6 quarters since. 483 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Essential Partners held 4,716 shares of Oracle worth $648K as of Q3 2026.
  • Essential Partners bought 3,609 Oracle shares in Q3 2026, an estimated $509K.
  • Oracle made up 0.3% of Essential Partners's portfolio in Q3 2026, its #54 holding.
  • Essential Partners first reported a position in Oracle in Q2 2025 and has held it in 6 quarters since.
  • 483 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.