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Holistic Financial Partners’s Oracle ORCL Stock Holding History

Holistic Financial 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 		$213K Sell
1,455
-132
-8% -$23.9K 0.13% 114
2026
Q1 		$233K Buy
1,587
+235
+17% +$38.2K 0.09% 126
2025
Q4 		$264K Sell
1,352
-69
-5% -$16.4K 0.1% 108
2025
Q3 		$400K Sell
1,421
-600
-30% -$153K 0.16% 69
2025
Q2 		$442K Sell
2,021
-141
-7% -$22.8K 0.19% 58
2025
Q1 		$302K Sell
2,162
-278
-11% -$45.3K 0.15% 80
2024
Q4 		$407K Sell
2,440
-405
-14% -$71.9K 0.2% 64
2024
Q3 		$485K Sell
2,845
-544
-16% -$78.8K 0.23% 53
2024
Q2 		$479K Buy
3,389
+332
+11% +$41.2K 0.24% 49
2024
Q1 		$384K Buy
3,057
+1,109
+57% +$127K 0.2% 69
2023
Q4 		$205K Buy
+1,948
New +$213K 0.12% 111
2018
Q2 		– Sell
-2,336
Closed -$107K – 263
2018
Q1 		$107K Buy
2,336
+59
+3% +$2.93K 0.09% 107
2017
Q4 		$108K Buy
+2,277
New +$112K 0.09% 110

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Holistic Financial Partners's ORCL Position: Q2 2026 in Review

Holistic Financial Partners reduced its Oracle (ORCL) stake by 8.3% in Q2 2026, selling an estimated $23.9K and leaving 1,455 shares worth $213K. The position accounts for 0.13% of the portfolio, ranked #114.

Holistic Financial Partners first reported a position in ORCL in Q4 2017 and has held it in 13 quarters since. The position peaked at $485K in Q3 2024. 1,169 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Holistic Financial Partners held 1,455 shares of Oracle worth $213K as of Q2 2026.
  • Holistic Financial Partners sold 132 Oracle shares in Q2 2026, an estimated $23.9K.
  • Oracle made up 0.13% of Holistic Financial Partners's portfolio in Q2 2026, its #114 holding.
  • Holistic Financial Partners first reported a position in Oracle in Q4 2017 and has held it in 13 quarters since.
  • Holistic Financial Partners's Oracle position peaked at $485K in Q3 2024.
  • 1,169 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Holistic Financial Partners's 13F filing for Q2 2026, filed 23 Jul 2026.