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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
Q2 		$3.8M Sell
25,907
-11,875
-31% -$2.15M 0.34% 58
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 $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

Guardian Partners's ORCL Position: Q2 2026 in Review

Guardian Partners reduced its Oracle (ORCL) stake by 31% in Q2 2026, selling an estimated $2.15M and leaving 25,907 shares worth $3.8M. The position accounts for 0.34% of the portfolio, ranked #58.

Guardian Partners first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $11.5M in Q3 2025. 3,522 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Guardian Partners held 25,907 shares of Oracle worth $3.8M as of Q2 2026.
  • Guardian Partners sold 11,875 Oracle shares in Q2 2026, an estimated $2.15M.
  • Oracle made up 0.34% of Guardian Partners's portfolio in Q2 2026, its #58 holding.
  • Guardian Partners first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Guardian Partners's Oracle position peaked at $11.5M in Q3 2025.
  • 3,522 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Guardian Partners's 13F filing for Q2 2026, filed 29 Jul 2026.