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NorthRock Partners’s Oracle ORCL Stock Holding History

NorthRock 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
2025
Q4 		– Sell
-300
Closed -$84.4K – 836
2025
Q3 		$84.4K Buy
+300
New +$76.4K ﹤0.01% 848

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

NorthRock Partners's ORCL Position: Q1 2026 in Review

NorthRock Partners reduced its Oracle (ORCL) stake by 0.77% in Q1 2026, selling an estimated $44.9K and leaving 35,419 shares worth $5.21M. The position accounts for 0.08% of the portfolio, ranked #120.

NorthRock Partners first reported a position in ORCL in Q3 2019 and has held it in 26 quarters since. The position peaked at $12.5M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • NorthRock Partners held 35,419 shares of Oracle worth $5.21M as of Q1 2026.
  • NorthRock Partners sold 276 Oracle shares in Q1 2026, an estimated $44.9K.
  • Oracle made up 0.08% of NorthRock Partners's portfolio in Q1 2026, its #120 holding.
  • NorthRock Partners first reported a position in Oracle in Q3 2019 and has held it in 26 quarters since.
  • NorthRock Partners's Oracle position peaked at $12.5M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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