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McDonald Partners’s Oracle ORCL Stock Holding History

McDonald 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 		$4.08M Buy
27,767
+575
+2% +$93.5K 0.96% 34
2025
Q4 		$5.3M Sell
27,192
-2,057
-7% -$490K 1.67% 13
2025
Q3 		$8.23M Sell
29,249
-2,769
-9% -$705K 2.46% 6
2025
Q2 		$7M Sell
32,018
-275
-0.9% -$44.4K 1.68% 8
2025
Q1 		$4.51M Buy
32,293
+190
+0.6% +$30.9K 1.18% 16
2024
Q4 		$5.35M Sell
32,103
-975
-3% -$173K 1.37% 11
2024
Q3 		$5.64M Sell
33,078
-836
-2% -$121K 1.41% 9
2024
Q2 		$4.79M Buy
33,914
+554
+2% +$68.8K 1.28% 14
2024
Q1 		$4.19M Sell
33,360
-200
-0.6% -$22.9K 1.15% 20
2023
Q4 		$3.54M Sell
33,560
-1,169
-3% -$128K 1.05% 21
2023
Q3 		$3.68M Sell
34,729
-1,425
-4% -$165K 1.2% 14
2023
Q2 		$4.31M Sell
36,154
-50
-0.1% -$5.17K 1.32% 12
2023
Q1 		$3.36M Buy
36,204
+250
+0.7% +$21.9K 1.09% 22
2022
Q4 		$2.94M Buy
35,954
+450
+1% +$34.2K 1% 25
2022
Q3 		$2.17M Sell
35,504
-2,243
-6% -$164K 0.83% 34
2022
Q2 		$2.64M Sell
37,747
-2,400
-6% -$176K 0.67% 42
2022
Q1 		$3.32M Buy
+40,147
New +$3.25M 0.72% 34
2021
Q4 		– Sell
-42,047
Closed -$3.66M – 671
2021
Q3 		$3.66M Sell
42,047
-4,000
-9% -$353K 0.86% 30
2021
Q2 		$3.58M Sell
46,047
-2,350
-5% -$184K 0.85% 32
2021
Q1 		$3.4M Buy
48,397
+18,109
+60% +$1.17M 0.87% 29
2020
Q4 		$1.96M Buy
+30,288
New +$1.8M 0.55% 52

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

McDonald Partners's ORCL Position: Q1 2026 in Review

McDonald Partners increased its Oracle (ORCL) stake by 2.1% in Q1 2026, buying an estimated $93.5K and bringing the position to 27,767 shares worth $4.08M. The position accounts for 0.96% of the portfolio, ranked #34.

McDonald Partners first reported a position in ORCL in Q4 2020 and has held it in 21 quarters since. The position peaked at $8.23M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • McDonald Partners held 27,767 shares of Oracle worth $4.08M as of Q1 2026.
  • McDonald Partners bought 575 Oracle shares in Q1 2026, an estimated $93.5K.
  • Oracle made up 0.96% of McDonald Partners's portfolio in Q1 2026, its #34 holding.
  • McDonald Partners first reported a position in Oracle in Q4 2020 and has held it in 21 quarters since.
  • McDonald Partners's Oracle position peaked at $8.23M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on McDonald Partners's 13F filing for Q1 2026, filed 15 May 2026.