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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Focus Partners Wealth's ORCL Position: Q1 2026 in Review

Focus Partners Wealth increased its Oracle (ORCL) stake by 5.3% in Q1 2026, buying an estimated $5.95M and bringing the position to 723,087 shares worth $107M. The position accounts for 0.12% of the portfolio, ranked #178.

Focus Partners Wealth first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $134M in Q4 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Focus Partners Wealth held 723,087 shares of Oracle worth $107M as of Q1 2026.
  • Focus Partners Wealth bought 36,585 Oracle shares in Q1 2026, an estimated $5.95M.
  • Oracle made up 0.12% of Focus Partners Wealth's portfolio in Q1 2026, its #178 holding.
  • Focus Partners Wealth first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's Oracle position peaked at $134M in Q4 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.