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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
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 $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

Impact Partnership Wealth's ORCL Position: Q1 2026 in Review

Impact Partnership Wealth increased its Oracle (ORCL) stake by 18% in Q1 2026, buying an estimated $175K and bringing the position to 6,997 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #115.

Impact Partnership Wealth first reported a position in ORCL in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.15M in Q4 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Impact Partnership Wealth held 6,997 shares of Oracle worth $1.03M as of Q1 2026.
  • Impact Partnership Wealth bought 1,075 Oracle shares in Q1 2026, an estimated $175K.
  • Oracle made up 0.13% of Impact Partnership Wealth's portfolio in Q1 2026, its #115 holding.
  • Impact Partnership Wealth first reported a position in Oracle in Q2 2023 and has held it in 12 quarters since.
  • Impact Partnership Wealth's Oracle position peaked at $1.15M in Q4 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.