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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
Q2 		$4.03M Sell
27,487
-280
-1% -$50.7K 0.98% 26
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 $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

McDonald Partners's ORCL Position: Q2 2026 in Review

McDonald Partners reduced its Oracle (ORCL) stake by 1% in Q2 2026, selling an estimated $50.7K and leaving 27,487 shares worth $4.03M. The position accounts for 0.98% of the portfolio, ranked #26.

McDonald Partners first reported a position in ORCL in Q4 2020 and has held it in 22 quarters since. The position peaked at $8.23M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • McDonald Partners held 27,487 shares of Oracle worth $4.03M as of Q2 2026.
  • McDonald Partners sold 280 Oracle shares in Q2 2026, an estimated $50.7K.
  • Oracle made up 0.98% of McDonald Partners's portfolio in Q2 2026, its #26 holding.
  • McDonald Partners first reported a position in Oracle in Q4 2020 and has held it in 22 quarters since.
  • McDonald Partners's Oracle position peaked at $8.23M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on McDonald Partners's 13F filing for Q2 2026, filed 28 Jul 2026.