IP
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Investment Partners’s Oracle ORCL Stock Holding History

Investment Partners’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 		$2.25M Buy
15,313
+483
+3% +$78.5K 0.8% 36
2025
Q4 		$2.89M Buy
14,830
+19
+0.1% +$4.52K 1.01% 25
2025
Q3 		$4.17M Sell
14,811
-81
-0.5% -$20.6K 1.47% 20
2025
Q2 		$3.26M Sell
14,892
-1,740
-10% -$281K 1.23% 21
2025
Q1 		$2.33M Buy
16,632
+6
+0% +$977 0.96% 31
2024
Q4 		$2.77M Sell
16,626
-735
-4% -$131K 1.14% 24
2024
Q3 		$2.96M Sell
17,361
-89
-0.5% -$12.9K 1.23% 25
2024
Q2 		$2.46M Buy
17,450
+14
+0.1% +$1.74K 1.11% 29
2024
Q1 		$2.19M Sell
17,436
-142
-0.8% -$16.3K 0.99% 31
2023
Q4 		$1.85M Sell
17,578
-498
-3% -$54.4K 0.91% 32
2023
Q3 		$1.91M Buy
18,076
+1,924
+12% +$223K 1.01% 31
2023
Q2 		$1.92M Buy
16,152
+8
+0% +$827 1% 27
2023
Q1 		$1.5M Buy
16,144
+1,032
+7% +$90.5K 0.79% 36
2022
Q4 		$1.24M Sell
15,112
-12,764
-46% -$970K 0.65% 47
2022
Q3 		$1.7M Buy
27,876
+12,780
+85% +$936K 0.51% 58
2022
Q2 		$1.05M Buy
15,096
+8
+0.1% +$586 0.52% 53
2022
Q1 		$1.25M Buy
15,088
+7
+0% +$567 0.53% 49
2021
Q4 		$1.31M Buy
15,081
+2,006
+15% +$188K 0.54% 47
2021
Q3 		$1.14M Buy
13,075
+7
+0.1% +$618 0.52% 45
2021
Q2 		$1.02M Buy
13,068
+72
+0.6% +$5.64K 0.46% 48
2021
Q1 		$912K Sell
12,996
-87
-0.7% -$5.63K 0.44% 53
2020
Q4 		$846K Buy
13,083
+46
+0.4% +$2.74K 0.45% 55
2020
Q3 		$778K Sell
13,037
-2,333
-15% -$133K 0.46% 54
2020
Q2 		$849K Buy
15,370
+100
+0.7% +$5.3K 0.5% 55
2020
Q1 		$738K Sell
15,270
-243
-2% -$12.5K 0.53% 53
2019
Q4 		$822K Buy
15,513
+7
+0% +$385 0.55% 54
2019
Q3 		$853K Buy
15,506
+356
+2% +$19.7K 0.62% 50
2019
Q2 		$863K Sell
15,150
-646
-4% -$35K 0.62% 50
2019
Q1 		$848K Buy
15,796
+4
+0% +$204 0.61% 51
2018
Q4 		$713K Sell
15,792
-96
-0.6% -$4.6K 0.6% 54
2018
Q3 		$520 Buy
15,888
+4
+0% +$194 0.29% 54
2018
Q2 		$700K Sell
15,884
-2,531
-14% -$117K 0.52% 56
2018
Q1 		$842K Buy
18,415
+3
+0% +$149 0.63% 53
2017
Q4 		$870K Buy
18,412
+323
+2% +$15.8K 0.65% 51
2017
Q3 		$875K Buy
18,089
+4
+0% +$199 0.75% 46
2017
Q2 		$907K Sell
18,085
-615
-3% -$28K 0.82% 44
2017
Q1 		$834K Sell
18,700
-304
-2% -$12.7K 0.8% 47
2016
Q4 		$731K Sell
19,004
-11,463
-38% -$448K 0.71% 53
2016
Q3 		$1.2M Buy
30,467
+11,020
+57% +$449K 0.68% 51
2016
Q2 		$796K Sell
19,447
-11,270
-37% -$450K 0.79% 48
2016
Q1 		$1.12M Buy
30,717
+11,381
+59% +$421K 0.73% 45
2015
Q4 		$706K Sell
19,336
-496
-3% -$18.9K 0.85% 50
2015
Q3 		$717K Buy
19,832
+5
+0% +$192 0.94% 46
2015
Q2 		$796K Sell
19,827
-556
-3% -$24.1K 0.96% 42
2015
Q1 		$882K Sell
20,383
-1,297
-6% -$56.2K 0.97% 35
2014
Q4 		$971K Buy
+21,680
New +$882K 1.12% 29

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

Investment Partners's ORCL Position: Q1 2026 in Review

Investment Partners increased its Oracle (ORCL) stake by 3.3% in Q1 2026, buying an estimated $78.5K and bringing the position to 15,313 shares worth $2.25M. The position accounts for 0.8% of the portfolio, ranked #36.

Investment Partners first reported a position in ORCL in Q4 2014 and has held it in 46 quarters since. The position peaked at $4.17M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Investment Partners held 15,313 shares of Oracle worth $2.25M as of Q1 2026.
  • Investment Partners bought 483 Oracle shares in Q1 2026, an estimated $78.5K.
  • Oracle made up 0.8% of Investment Partners's portfolio in Q1 2026, its #36 holding.
  • Investment Partners first reported a position in Oracle in Q4 2014 and has held it in 46 quarters since.
  • Investment Partners's Oracle position peaked at $4.17M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Investment Partners's 13F filing for Q1 2026, filed 5 May 2026.