Independent Franchise Partners’s Oracle ORCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-151,033
Closed -$42.5M 29
2025
Q3
$42.5M Sell
151,033
-3,417,437
-96% -$870M 0.28% 28
2025
Q2
$780M Sell
3,568,470
-630,463
-15% -$102M 5.19% 7
2025
Q1
$587M Buy
4,198,933
+60,478
+1% +$9.85M 4.19% 12
2024
Q4
$690M Buy
4,138,455
+240,956
+6% +$42.8M 5.18% 12
2024
Q3
$664M Sell
3,897,499
-1,477,224
-27% -$214M 5.86% 9
2024
Q2
$759M Sell
5,374,723
-118,487
-2% -$14.7M 6.99% 3
2024
Q1
$690M Sell
5,493,210
-130,759
-2% -$15M 5.71% 7
2023
Q4
$593M Sell
5,623,969
-278,912
-5% -$30.4M 5.04% 7
2023
Q3
$625M Sell
5,902,881
-43,672
-0.7% -$5.06M 5.42% 8
2023
Q2
$708M Sell
5,946,553
-2,045,323
-26% -$211M 5.93% 4
2023
Q1
$743M Sell
7,991,876
-38,106
-0.5% -$3.34M 6.68% 4
2022
Q4
$656M Sell
8,029,982
-145,453
-2% -$11.1M 6.43% 2
2022
Q3
$499M Buy
8,175,435
+1,904,658
+30% +$139M 5.25% 7
2022
Q2
$438M Sell
6,270,777
-212,413
-3% -$15.5M 4.12% 15
2022
Q1
$536M Sell
6,483,190
-309,629
-5% -$25.1M 4.24% 13
2021
Q4
$592M Sell
6,792,819
-480,489
-7% -$45.1M 4.66% 12
2021
Q3
$634M Sell
7,273,308
-528,542
-7% -$46.7M 4.98% 11
2021
Q2
$607M Sell
7,801,850
-4,141,705
-35% -$324M 4.53% 10
2021
Q1
$838M Buy
11,943,555
+179,420
+2% +$11.6M 6.68% 4
2020
Q4
$761M Buy
11,764,135
+765,596
+7% +$45.6M 6.54% 2
2020
Q3
$657M Buy
10,998,539
+3,411,017
+45% +$194M 6.51% 3
2020
Q2
$419M Buy
7,587,522
+43,382
+0.6% +$2.3M 4.26% 13
2020
Q1
$365M Sell
7,544,140
-219,869
-3% -$11.3M 4.49% 10
2019
Q4
$411M Sell
7,764,009
-45,092
-0.6% -$2.48M 4.12% 15
2019
Q3
$430M Sell
7,809,101
-395,846
-5% -$21.9M 4.38% 13
2019
Q2
$467M Buy
8,204,947
+96,307
+1% +$5.21M 4.81% 11
2019
Q1
$436M Buy
8,108,640
+114,433
+1% +$5.83M 4.91% 10
2018
Q4
$361M Sell
7,994,207
-1,380,524
-15% -$66.2M 4.43% 12
2018
Q3
$483M Sell
9,374,731
-6,987,768
-43% -$339M 4.64% 13
2018
Q2
$721M Sell
16,362,499
-346,336
-2% -$16M 6.83% 5
2018
Q1
$764M Sell
16,708,835
-937,218
-5% -$46.6M 6.79% 8
2017
Q4
$834M Buy
17,646,053
+291,286
+2% +$14.3M 7.08% 6
2017
Q3
$839M Buy
17,354,767
+610,127
+4% +$30.4M 7.52% 4
2017
Q2
$840M Buy
16,744,640
+104,914
+0.6% +$4.78M 7.53% 1
2017
Q1
$742M Sell
16,639,726
-333,253
-2% -$13.9M 7.09% 3
2016
Q4
$653M Buy
16,972,979
+1,323,437
+8% +$51.8M 6.55% 4
2016
Q3
$615M Buy
15,649,542
+1,124,899
+8% +$45.8M 6.14% 7
2016
Q2
$594M Buy
14,524,643
+340,208
+2% +$13.6M 6.53% 6
2016
Q1
$580M Sell
14,184,435
-179,172
-1% -$6.63M 6.55% 6
2015
Q4
$525M Buy
14,363,607
+1,528,430
+12% +$58.4M 5.97% 7
2015
Q3
$464M Buy
12,835,177
+882,380
+7% +$33.9M 5.87% 9
2015
Q2
$482M Buy
11,952,797
+4,282,172
+56% +$186M 5.68% 9
2015
Q1
$331M Buy
+7,670,625
New +$332M 4.05% 14

Other funds holding ORCL

Independent Franchise Partners's ORCL Position: Q4 2025 in Review

Independent Franchise Partners sold out of Oracle (ORCL) in Q4 2025, closing a stake of 151,033 shares — an estimated $42.5M sold.

Independent Franchise Partners first reported a position in ORCL in Q1 2015 and held it in 43 quarters. The position peaked at $840M in Q2 2017. 3,759 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Independent Franchise Partners reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • Independent Franchise Partners sold 151,033 Oracle shares in Q4 2025, an estimated $42.5M.
  • Independent Franchise Partners first reported a position in Oracle in Q1 2015 and held it in 43 quarters.
  • Independent Franchise Partners's Oracle position peaked at $840M in Q2 2017.
  • 3,759 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Independent Franchise Partners's 13F filing for Q4 2025, filed 17 Feb 2026.