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Investment Partners Asset Management’s Oracle ORCL Stock Holding History

Investment Partners Asset Management’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
Q3 		$803K Sell
5,845
-39
-0.7% -$5.5K 0.43% 63
2026
Q2 		$862K Buy
5,884
+46
+0.8% +$8.34K 0.48% 56
2026
Q1 		$859K Sell
5,838
-3,009
-34% -$489K 0.53% 55
2025
Q4 		$1.72M Buy
8,847
+340
+4% +$81K 1.07% 22
2025
Q3 		$2.39M Sell
8,507
-861
-9% -$219K 1.58% 13
2025
Q2 		$2.05M Sell
9,368
-156
-2% -$25.2K 1.42% 18
2025
Q1 		$1.33M Buy
9,524
+826
+9% +$134K 1.05% 26
2024
Q4 		$1.45M Buy
8,698
+1,143
+15% +$203K 1.14% 22
2024
Q3 		$1.29M Buy
7,555
+9
+0.1% +$1.3K 1.05% 25
2024
Q2 		$1.07M Sell
7,546
-1,024
-12% -$127K 0.95% 31
2024
Q1 		$1.08M Sell
8,570
-250
-3% -$28.6K 0.97% 31
2023
Q4 		$930K Buy
+8,820
New +$963K 0.93% 33

Other funds holding ORCL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Investment Partners Asset Management's ORCL Position: Q3 2026 in Review

Investment Partners Asset Management reduced its Oracle (ORCL) stake by 0.66% in Q3 2026, selling an estimated $5.5K and leaving 5,845 shares worth $803K. The position accounts for 0.43% of the portfolio, ranked #63.

Investment Partners Asset Management first reported a position in ORCL in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.39M in Q3 2025. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Investment Partners Asset Management held 5,845 shares of Oracle worth $803K as of Q3 2026.
  • Investment Partners Asset Management sold 39 Oracle shares in Q3 2026, an estimated $5.5K.
  • Oracle made up 0.43% of Investment Partners Asset Management's portfolio in Q3 2026, its #63 holding.
  • Investment Partners Asset Management first reported a position in Oracle in Q4 2023 and has held it in 12 quarters since.
  • Investment Partners Asset Management's Oracle position peaked at $2.39M in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.