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Narus Financial Partners’s Oracle ORCL Stock Holding History

Narus 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
Q1 		$1.24M Buy
8,431
+795
+10% +$129K 0.33% 54
2025
Q4 		$1.49M Buy
7,636
+153
+2% +$36.4K 0.41% 46
2025
Q3 		$2.1M Buy
7,483
+313
+4% +$79.7K 0.58% 36
2025
Q2 		$1.57M Buy
7,170
+97
+1% +$15.7K 0.49% 42
2025
Q1 		$989K Sell
7,073
-2,471
-26% -$402K 0.34% 51
2024
Q4 		$1.59M Buy
9,544
+884
+10% +$157K 0.54% 38
2024
Q3 		$1.48M Sell
8,660
-335
-4% -$48.5K 0.53% 39
2024
Q2 		$1.27M Buy
8,995
+35
+0.4% +$4.35K 0.51% 41
2024
Q1 		$1.13M Sell
8,960
-690
-7% -$79K 0.48% 47
2023
Q4 		$1.02M Buy
9,650
+6,682
+225% +$729K 0.49% 45
2023
Q3 		$314K Sell
2,968
-50
-2% -$5.79K 0.16% 86
2023
Q2 		$359K Sell
3,018
-500
-14% -$51.7K 0.19% 74
2023
Q1 		$327K Sell
3,518
-100
-3% -$8.77K 0.18% 81
2022
Q4 		$296K Hold
3,618
– – 0.17% 82
2022
Q3 		$221K Hold
3,618
– – 0.14% 104
2022
Q2 		$253K Sell
3,618
-200
-5% -$14.6K 0.16% 85
2022
Q1 		$316K Buy
+3,818
New +$309K 0.18% 80
2021
Q1 		$256K Buy
+3,650
New +$236K 0.15% 83
2017
Q3 		$218K Sell
4,500
-150
-3% -$7.46K 0.19% 73
2017
Q2 		$233K Sell
4,650
-100
-2% -$4.56K 0.22% 69
2017
Q1 		$212K Buy
+4,750
New +$198K 0.2% 68

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

Narus Financial Partners's ORCL Position: Q1 2026 in Review

Narus Financial Partners increased its Oracle (ORCL) stake by 10% in Q1 2026, buying an estimated $129K and bringing the position to 8,431 shares worth $1.24M. The position accounts for 0.33% of the portfolio, ranked #54.

Narus Financial Partners first reported a position in ORCL in Q1 2017 and has held it in 21 quarters since. The position peaked at $2.1M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Narus Financial Partners held 8,431 shares of Oracle worth $1.24M as of Q1 2026.
  • Narus Financial Partners bought 795 Oracle shares in Q1 2026, an estimated $129K.
  • Oracle made up 0.33% of Narus Financial Partners's portfolio in Q1 2026, its #54 holding.
  • Narus Financial Partners first reported a position in Oracle in Q1 2017 and has held it in 21 quarters since.
  • Narus Financial Partners's Oracle position peaked at $2.1M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Narus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.