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Financial Advisory Partners’s Oracle ORCL Stock Holding History

Financial Advisory 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 		– Sell
-17,141
Closed -$3.34M – 67
2025
Q4 		$3.34M Sell
17,141
-518
-3% -$123K 0.94% 40
2025
Q3 		$4.97M Sell
17,659
-8,951
-34% -$2.28M 1.45% 21
2025
Q2 		$5.82M Sell
26,610
-626
-2% -$101K 1.83% 13
2025
Q1 		$3.81M Sell
27,236
-610
-2% -$99.3K 1.27% 29
2024
Q4 		$4.64M Sell
27,846
-723
-3% -$128K 1.54% 17
2024
Q3 		$4.87M Sell
28,569
-885
-3% -$128K 1.62% 14
2024
Q2 		$4.16M Sell
29,454
-518
-2% -$64.3K 1.56% 18
2024
Q1 		$3.76M Buy
+29,972
New +$3.43M 1.45% 26

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Advisory Partners's ORCL Position: Q1 2026 in Review

Financial Advisory Partners sold out of Oracle (ORCL) in Q1 2026, closing a stake of 17,141 shares — an estimated $3.34M sold.

Financial Advisory Partners first reported a position in ORCL in Q1 2024 and held it in 8 quarters. The position peaked at $5.82M in Q2 2025. 3,494 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Financial Advisory Partners reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Financial Advisory Partners sold 17,141 Oracle shares in Q1 2026, an estimated $3.34M.
  • Financial Advisory Partners first reported a position in Oracle in Q1 2024 and held it in 8 quarters.
  • Financial Advisory Partners's Oracle position peaked at $5.82M in Q2 2025.
  • 3,494 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Financial Advisory Partners's 13F filing for Q1 2026, filed 1 May 2026.