Focus Partners Wealth
ORCL icon

Focus Partners Wealth’s Oracle ORCL Stock Holding History

Focus Partners Wealth’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 		$104M Sell
711,051
-12,036
-2% -$2.18M 0.11% 188
2026
Q1 		$107M Buy
723,087
+36,585
+5% +$5.95M 0.12% 178
2025
Q4 		$134M Buy
686,502
+301,023
+78% +$71.7M 0.15% 133
2025
Q3 		$108M Buy
385,479
+51,066
+15% +$13M 0.17% 112
2025
Q2 		$73.1M Buy
334,413
+12,580
+4% +$2.03M 0.16% 137
2025
Q1 		$45M Sell
321,833
-4,426
-1% -$721K 0.11% 178
2024
Q4 		$54.4M Buy
326,259
+39,254
+14% +$6.97M 0.14% 148
2024
Q3 		$48.9M Buy
287,005
+669
+0.2% +$96.9K 0.16% 140
2024
Q2 		$40.4M Buy
286,336
+15,690
+6% +$1.95M 0.14% 157
2024
Q1 		$34M Buy
270,646
+46,969
+21% +$5.38M 0.28% 89
2023
Q4 		$23.6M Buy
+223,677
New +$24.4M 0.31% 90

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

Focus Partners Wealth's ORCL Position: Q2 2026 in Review

Focus Partners Wealth reduced its Oracle (ORCL) stake by 1.7% in Q2 2026, selling an estimated $2.18M and leaving 711,051 shares worth $104M. The position accounts for 0.11% of the portfolio, ranked #188.

Focus Partners Wealth first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $134M in Q4 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Focus Partners Wealth held 711,051 shares of Oracle worth $104M as of Q2 2026.
  • Focus Partners Wealth sold 12,036 Oracle shares in Q2 2026, an estimated $2.18M.
  • Oracle made up 0.11% of Focus Partners Wealth's portfolio in Q2 2026, its #188 holding.
  • Focus Partners Wealth first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's Oracle position peaked at $134M in Q4 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.