LFP
ORCL icon

Leeward Financial Partners’s Oracle ORCL Stock Holding History

Leeward Financial 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
Q2 		$898K Sell
6,126
-131
-2% -$23.7K 0.24% 59
2026
Q1 		$920K Buy
6,257
+67
+1% +$10.9K 0.27% 58
2025
Q4 		$1.21M Buy
6,190
+4,979
+411% +$1.19M 0.34% 51
2025
Q3 		$341K Sell
1,211
-22
-2% -$5.6K 0.1% 82
2025
Q2 		$270K Sell
1,233
-336
-21% -$54.3K 0.09% 87
2025
Q1 		$219K Sell
1,569
-19,439
-93% -$3.16M 0.08% 82
2024
Q4 		$3.5M Buy
+21,008
New +$3.73M 1.25% 27
2023
Q4 		– Sell
-12,913
Closed -$1.37M – 92
2023
Q3 		$1.37M Buy
+12,913
New +$1.49M 0.76% 42

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Leeward Financial Partners's ORCL Position: Q2 2026 in Review

Leeward Financial Partners reduced its Oracle (ORCL) stake by 2.1% in Q2 2026, selling an estimated $23.7K and leaving 6,126 shares worth $898K. The position accounts for 0.24% of the portfolio, ranked #59.

Leeward Financial Partners first reported a position in ORCL in Q3 2023 and has held it in 8 quarters since. The position peaked at $3.5M in Q4 2024. 3,499 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Leeward Financial Partners held 6,126 shares of Oracle worth $898K as of Q2 2026.
  • Leeward Financial Partners sold 131 Oracle shares in Q2 2026, an estimated $23.7K.
  • Oracle made up 0.24% of Leeward Financial Partners's portfolio in Q2 2026, its #59 holding.
  • Leeward Financial Partners first reported a position in Oracle in Q3 2023 and has held it in 8 quarters since.
  • Leeward Financial Partners's Oracle position peaked at $3.5M in Q4 2024.
  • 3,499 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.