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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Investment Partners Asset Management's ORCL Position: Q1 2026 in Review

Investment Partners Asset Management reduced its Oracle (ORCL) stake by 34% in Q1 2026, selling an estimated $489K and leaving 5,838 shares worth $859K. The position accounts for 0.53% of the portfolio, ranked #55.

Investment Partners Asset Management first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.39M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Investment Partners Asset Management held 5,838 shares of Oracle worth $859K as of Q1 2026.
Investment Partners Asset Management sold 3,009 Oracle shares in Q1 2026, an estimated $489K.
Oracle made up 0.53% of Investment Partners Asset Management's portfolio in Q1 2026, its #55 holding.
Investment Partners Asset Management first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
Investment Partners Asset Management's Oracle position peaked at $2.39M in Q3 2025.
3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Investment Partners Asset Management's 13F filing for Q1 2026, filed 7 Apr 2026.