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Impact Partnership Wealth’s Oracle ORCL Stock Holding History

Impact Partnership Wealth’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 		$1.19M Buy
8,091
+1,094
+16% +$198K 0.12% 121
2026
Q1 		$1.03M Buy
6,997
+1,075
+18% +$175K 0.13% 115
2025
Q4 		$1.15M Buy
5,922
+2,193
+59% +$522K 0.15% 94
2025
Q3 		$1.05M Buy
3,729
+624
+20% +$159K 0.16% 88
2025
Q2 		$679K Buy
3,105
+148
+5% +$23.9K 0.13% 93
2025
Q1 		$413K Sell
2,957
-277
-9% -$45.1K 0.09% 138
2024
Q4 		$539K Buy
3,234
+123
+4% +$21.9K 0.11% 116
2024
Q3 		$530K Buy
3,111
+120
+4% +$17.4K 0.12% 105
2024
Q2 		$422K Buy
2,991
+946
+46% +$117K 0.11% 125
2024
Q1 		$257K Sell
2,045
-29
-1% -$3.32K 0.1% 139
2023
Q4 		$219K Sell
2,074
-1,451
-41% -$158K 0.08% 167
2023
Q3 		$373K Buy
3,525
+2,144
+155% +$248K 0.12% 94
2023
Q2 		$164K Buy
+1,381
New +$143K 0.06% 156

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

Impact Partnership Wealth's ORCL Position: Q2 2026 in Review

Impact Partnership Wealth increased its Oracle (ORCL) stake by 16% in Q2 2026, buying an estimated $198K and bringing the position to 8,091 shares worth $1.19M. The position accounts for 0.12% of the portfolio, ranked #121.

Impact Partnership Wealth first reported a position in ORCL in Q2 2023 and has held it in 13 quarters since. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Impact Partnership Wealth held 8,091 shares of Oracle worth $1.19M as of Q2 2026.
  • Impact Partnership Wealth bought 1,094 Oracle shares in Q2 2026, an estimated $198K.
  • Oracle made up 0.12% of Impact Partnership Wealth's portfolio in Q2 2026, its #121 holding.
  • Impact Partnership Wealth first reported a position in Oracle in Q2 2023 and has held it in 13 quarters since.
  • 3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.