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 Q3	$3.57M	Buy	26,023 +116	+0.4%	+$16.4K	0.32%	65
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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Guardian Partners's ORCL Position: Q3 2026 in Review

Guardian Partners increased its Oracle (ORCL) stake by 0.45% in Q3 2026, buying an estimated $16.4K and bringing the position to 26,023 shares worth $3.57M. The position accounts for 0.32% of the portfolio, ranked #65.

Guardian Partners first reported a position in ORCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $11.5M in Q3 2025. 1,951 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Guardian Partners held 26,023 shares of Oracle worth $3.57M as of Q3 2026.
Guardian Partners bought 116 Oracle shares in Q3 2026, an estimated $16.4K.
Oracle made up 0.32% of Guardian Partners's portfolio in Q3 2026, its #65 holding.
Guardian Partners first reported a position in Oracle in Q4 2024 and has held it in 8 quarters since.
Guardian Partners's Oracle position peaked at $11.5M in Q3 2025.
1,951 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.