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Guardian Partners’s Oracle ORCL Stock Holding History

Guardian 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 		$5.57M Sell
37,782
-639
-2% -$104K 0.46% 54
2025
Q4 		$5.62M Sell
38,421
-1,519
-4% -$362K 0.45% 56
2025
Q3 		$11.5M Sell
39,940
-301
-0.7% -$76.7K 0.98% 34
2025
Q2 		$9.49M Sell
40,241
-630
-2% -$102K 0.85% 35
2025
Q1 		$5.37M Sell
40,871
-1,270
-3% -$207K 0.56% 55
2024
Q4 		$6.87M Buy
+42,141
New +$7.49M 0.7% 51

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

Guardian Partners's ORCL Position: Q1 2026 in Review

Guardian Partners reduced its Oracle (ORCL) stake by 1.7% in Q1 2026, selling an estimated $104K and leaving 37,782 shares worth $5.57M. The position accounts for 0.46% of the portfolio, ranked #54.

Guardian Partners first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $11.5M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Guardian Partners held 37,782 shares of Oracle worth $5.57M as of Q1 2026.
  • Guardian Partners sold 639 Oracle shares in Q1 2026, an estimated $104K.
  • Oracle made up 0.46% of Guardian Partners's portfolio in Q1 2026, its #54 holding.
  • Guardian Partners first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Guardian Partners's Oracle position peaked at $11.5M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Guardian Partners's 13F filing for Q1 2026, filed 18 May 2026.