Flatrock Wealth Partners
ORCL icon

Flatrock Wealth Partners’s Oracle ORCL Stock Holding History

Flatrock 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
Q3 		$432K Buy
+3,144
New +$444K 0.15% 96
2026
Q1 		– Sell
-1,496
Closed -$292K – 183
2025
Q4 		$292K Buy
+1,496
New +$356K 0.14% 108

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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Flatrock Wealth Partners's ORCL Position: Q3 2026 in Review

Flatrock Wealth Partners opened a new position in Oracle (ORCL) in Q3 2026: 3,144 shares worth $432K. The stake represents 0.15% of the portfolio and ranks #96 among its holdings. This is a return to the name: Flatrock Wealth Partners previously reported a position in ORCL as recently as Q4 2025.

Flatrock Wealth Partners first reported a position in ORCL in Q4 2025 and has held it in 2 quarters since. 3,030 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Flatrock Wealth Partners held 3,144 shares of Oracle worth $432K as of Q3 2026.
  • Oracle was a new Flatrock Wealth Partners position in Q3 2026.
  • Oracle made up 0.15% of Flatrock Wealth Partners's portfolio in Q3 2026, its #96 holding.
  • Flatrock Wealth Partners first reported a position in Oracle in Q4 2025 and has held it in 2 quarters since.
  • 3,030 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Flatrock Wealth Partners's 13F filing for Q3 2026, filed 12 Nov 2026.