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Oak Harbor Wealth Partners’s Oracle ORCL Stock Holding History

Oak Harbor Wealth 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 		$868K Buy
5,897
+1,097
+23% +$178K 0.2% 103
2025
Q4 		$936K Sell
4,800
-9
-0.2% -$2.14K 0.22% 100
2025
Q3 		$1.35M Buy
4,809
+115
+2% +$29.3K 0.33% 70
2025
Q2 		$1.03M Buy
4,694
+835
+22% +$135K 0.28% 79
2025
Q1 		$540K Buy
3,859
+2,233
+137% +$364K 0.15% 112
2024
Q4 		$271K Hold
1,626
– – 0.08% 150
2024
Q3 		$277K Hold
1,626
– – 0.08% 146
2024
Q2 		$230K Sell
1,626
-500
-24% -$62.1K 0.07% 151
2024
Q1 		$267K Hold
2,126
– – 0.08% 145
2023
Q4 		$224K Sell
2,126
-53
-2% -$5.78K 0.08% 158
2023
Q3 		$231K Sell
2,179
-424
-16% -$49.1K 0.08% 149
2023
Q2 		$310K Hold
2,603
– – 0.11% 132
2023
Q1 		$242K Hold
2,603
– – 0.09% 148
2022
Q4 		$213K Buy
+2,603
New +$198K 0.08% 153
2022
Q2 		– Sell
-2,603
Closed -$215K – 223
2022
Q1 		$215K Sell
2,603
-76
-3% -$6.16K 0.07% 155
2021
Q4 		$234K Buy
+2,679
New +$252K 0.08% 152

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

Oak Harbor Wealth Partners's ORCL Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Oracle (ORCL) stake by 23% in Q1 2026, buying an estimated $178K and bringing the position to 5,897 shares worth $868K. The position accounts for 0.2% of the portfolio, ranked #103.

Oak Harbor Wealth Partners first reported a position in ORCL in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.35M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Oak Harbor Wealth Partners held 5,897 shares of Oracle worth $868K as of Q1 2026.
  • Oak Harbor Wealth Partners bought 1,097 Oracle shares in Q1 2026, an estimated $178K.
  • Oracle made up 0.2% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #103 holding.
  • Oak Harbor Wealth Partners first reported a position in Oracle in Q4 2021 and has held it in 16 quarters since.
  • Oak Harbor Wealth Partners's Oracle position peaked at $1.35M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.