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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 $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

NorthRock Partners's ORCL Position: Q2 2026 in Review

NorthRock Partners increased its Oracle (ORCL) stake by 6.3% in Q2 2026, buying an estimated $406K and bringing the position to 37,658 shares worth $5.52M. The position accounts for 0.08% of the portfolio, ranked #121.

NorthRock Partners first reported a position in ORCL in Q3 2019 and has held it in 27 quarters since. The position peaked at $12.5M in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • NorthRock Partners held 37,658 shares of Oracle worth $5.52M as of Q2 2026.
  • NorthRock Partners bought 2,239 Oracle shares in Q2 2026, an estimated $406K.
  • Oracle made up 0.08% of NorthRock Partners's portfolio in Q2 2026, its #121 holding.
  • NorthRock Partners first reported a position in Oracle in Q3 2019 and has held it in 27 quarters since.
  • NorthRock Partners's Oracle position peaked at $12.5M in Q3 2025.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on NorthRock Partners's 13F filing for Q2 2026, filed 11 Aug 2026.