Great Diamond Partners
ORCL icon

Great Diamond Partners’s Oracle ORCL Stock Holding History

Great Diamond 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 		$1.26M Sell
9,155
-350
-4% -$49.4K 0.21% 107
2026
Q2 		$1.39M Sell
9,505
-170
-2% -$30.8K 0.24% 100
2026
Q1 		$1.42M Sell
9,675
-14,192
-59% -$2.31M 0.27% 94
2025
Q4 		$4.65M Sell
23,867
-330
-1% -$78.6K 0.9% 24
2025
Q3 		$6.81M Sell
24,197
-3,163
-12% -$805K 1.32% 14
2025
Q2 		$5.98M Buy
27,360
+6,054
+28% +$978K 1.26% 14
2025
Q1 		$2.98M Sell
21,306
-454
-2% -$73.9K 0.81% 30
2024
Q4 		$3.63M Buy
21,760
+276
+1% +$49K 0.94% 27
2024
Q3 		$3.66M Sell
21,484
-6,459
-23% -$936K 0.93% 27
2024
Q2 		$3.95M Sell
27,943
-210
-0.7% -$26.1K 0.93% 27
2024
Q1 		$3.54M Buy
28,153
+949
+3% +$109K 0.81% 32
2023
Q4 		$2.87M Buy
27,204
+730
+3% +$79.7K 0.71% 40
2023
Q3 		$2.8M Buy
26,474
+599
+2% +$69.3K 0.76% 35
2023
Q2 		$3.08M Buy
25,875
+16,777
+184% +$1.73M 0.81% 29
2023
Q1 		$845K Sell
9,098
-71
-0.8% -$6.23K 0.24% 90
2022
Q4 		$749K Sell
9,169
-5
-0.1% -$380 0.23% 95
2022
Q3 		$560K Buy
9,174
+289
+3% +$21.2K 0.19% 104
2022
Q2 		$620K Sell
8,885
-1,518
-15% -$111K 0.21% 99
2022
Q1 		$860K Sell
10,403
-773
-7% -$62.6K 0.24% 91
2021
Q4 		$974K Buy
11,176
+20
+0.2% +$1.88K 0.25% 90
2021
Q3 		$972K Buy
11,156
+140
+1% +$12.4K 0.27% 84
2021
Q2 		$857K Sell
11,016
-38
-0.3% -$2.98K 0.24% 92
2021
Q1 		$775K Sell
11,054
-474
-4% -$30.7K 0.24% 94
2020
Q4 		$745K Sell
11,528
-231
-2% -$13.8K 0.24% 78
2020
Q3 		$702K Sell
11,759
-875
-7% -$49.7K 0.26% 71
2020
Q2 		$698K Sell
12,634
-451
-3% -$23.9K 0.29% 67
2020
Q1 		$632K Sell
13,085
-1,120
-8% -$57.8K 0.33% 62
2019
Q4 		$752K Buy
+14,205
New +$782K 0.29% 65

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Great Diamond Partners's ORCL Position: Q3 2026 in Review

Great Diamond Partners reduced its Oracle (ORCL) stake by 3.7% in Q3 2026, selling an estimated $49.4K and leaving 9,155 shares worth $1.26M. The position accounts for 0.21% of the portfolio, ranked #107.

Great Diamond Partners first reported a position in ORCL in Q4 2019 and has held it in 28 quarters since. The position peaked at $6.81M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Great Diamond Partners held 9,155 shares of Oracle worth $1.26M as of Q3 2026.
  • Great Diamond Partners sold 350 Oracle shares in Q3 2026, an estimated $49.4K.
  • Oracle made up 0.21% of Great Diamond Partners's portfolio in Q3 2026, its #107 holding.
  • Great Diamond Partners first reported a position in Oracle in Q4 2019 and has held it in 28 quarters since.
  • Great Diamond Partners's Oracle position peaked at $6.81M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Great Diamond Partners's 13F filing for Q3 2026, filed 13 Oct 2026.