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Midwest Financial Partners Investments’s Oracle ORCL Stock Holding History

Midwest Financial Partners Investments’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 		$295K Hold
2,016
– – 0.12% 67
2026
Q1 		$297K Hold
2,016
– – 0.16% 65
2025
Q4 		$393K Buy
+2,016
New +$480K 0.22% 57

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Midwest Financial Partners Investments's ORCL Position: Q2 2026 in Review

Midwest Financial Partners Investments held its Oracle (ORCL) position steady in Q2 2026 at 2,016 shares worth $295K. The position accounts for 0.12% of the portfolio, ranked #67.

Midwest Financial Partners Investments first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $393K in Q4 2025. 2,792 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Midwest Financial Partners Investments held 2,016 shares of Oracle worth $295K as of Q2 2026.
  • Midwest Financial Partners Investments left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.12% of Midwest Financial Partners Investments's portfolio in Q2 2026, its #67 holding.
  • Midwest Financial Partners Investments first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Midwest Financial Partners Investments's Oracle position peaked at $393K in Q4 2025.
  • 2,792 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q2 2026, filed 15 Jul 2026.