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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
Q3 		$277K Hold
2,016
– – 0.11% 66
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Midwest Financial Partners Investments's ORCL Position: Q3 2026 in Review

Midwest Financial Partners Investments held its Oracle (ORCL) position steady in Q3 2026 at 2,016 shares worth $277K. The position accounts for 0.11% of the portfolio, ranked #66.

Midwest Financial Partners Investments first reported a position in ORCL in Q4 2025 and has held it in 4 quarters since. The position peaked at $393K in Q4 2025. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Midwest Financial Partners Investments held 2,016 shares of Oracle worth $277K as of Q3 2026.
  • Midwest Financial Partners Investments left its Oracle share count unchanged in Q3 2026.
  • Oracle made up 0.11% of Midwest Financial Partners Investments's portfolio in Q3 2026, its #66 holding.
  • Midwest Financial Partners Investments first reported a position in Oracle in Q4 2025 and has held it in 4 quarters since.
  • Midwest Financial Partners Investments's Oracle position peaked at $393K in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Midwest Financial Partners Investments's 13F filing for Q3 2026, filed 8 Oct 2026.