Impact Partnership Wealth’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-100
Closed -$2.69K 361
2025
Q2
$2.69K Buy
+100
New +$16.1K ﹤0.01% 291

Other funds holding ORCL

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.