Obermeyer Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.03M | Buy |
7,002
+199
| +3% | +$36.1K | 0.04% | 116 |
|
|
2026
Q1 | $1M | Buy |
6,803
+43
| +0.6% | +$6.99K | 0.05% | 114 |
|
|
2025
Q4 | $1.32M | Sell |
6,760
-3,404
| -33% | -$810K | 0.06% | 98 |
|
|
2025
Q3 | $2.86M | Sell |
10,164
-490
| -5% | -$125K | 0.13% | 60 |
|
|
2025
Q2 | $2.33M | Sell |
10,654
-170
| -2% | -$27.5K | 0.12% | 70 |
|
|
2025
Q1 | $1.51M | Sell |
10,824
-154,218
| -93% | -$25.1M | 0.08% | 79 |
|
|
2024
Q4 | $27.5M | Sell |
165,042
-10,839
| -6% | -$1.93M | 1.43% | 25 |
|
|
2024
Q3 | $30M | Sell |
175,881
-10,450
| -6% | -$1.51M | 1.6% | 21 |
|
|
2024
Q2 | $26.3M | Sell |
186,331
-300
| -0.2% | -$37.3K | 1.51% | 21 |
|
|
2024
Q1 | $23.4M | Buy |
186,631
+17,034
| +10% | +$1.95M | 1.38% | 29 |
|
|
2023
Q4 | $17.9M | Sell |
169,597
-1,657
| -1% | -$181K | 1.22% | 31 |
|
|
2023
Q3 | $18.1M | Buy |
171,254
+4,990
| +3% | +$578K | 1.35% | 28 |
|
|
2023
Q2 | $19.8M | Buy |
166,264
+161,667
| +3,517% | +$16.7M | 1.42% | 29 |
|
|
2023
Q1 | $427K | Sell |
4,597
-1,333
| -22% | -$117K | 0.03% | 125 |
|
|
2022
Q4 | $485K | Buy |
5,930
+1,072
| +22% | +$81.5K | 0.04% | 116 |
|
|
2022
Q3 | $297K | Hold |
4,858
| – | – | 0.02% | 149 |
|
|
2022
Q2 | $339K | Buy |
4,858
+1,200
| +33% | +$87.8K | 0.02% | 133 |
|
|
2022
Q1 | $303K | Hold |
3,658
| – | – | 0.02% | 173 |
|
|
2021
Q4 | $319K | Buy |
3,658
+73
| +2% | +$6.85K | 0.02% | 170 |
|
|
2021
Q3 | $312K | Hold |
3,585
| – | – | 0.02% | 165 |
|
|
2021
Q2 | $279K | Buy |
+3,585
| New | +$281K | 0.02% | 177 |
|
|
2018
Q1 | – | Sell |
-5,100
| Closed | -$241K | – | 120 |
|
|
2017
Q4 | $241K | Buy |
+5,100
| New | +$250K | 0.02% | 109 |
|
|
2015
Q3 | – | Sell |
-30,080
| Closed | -$1.21M | – | 123 |
|
|
2015
Q2 | $1.21M | Sell |
30,080
-691,320
| -96% | -$30M | 0.1% | 54 |
|
|
2015
Q1 | $31.1M | Buy |
721,400
+3,911
| +0.5% | +$170K | 2.55% | 10 |
|
|
2014
Q4 | $32.3M | Buy |
717,489
+411,519
| +134% | +$16.7M | 2.92% | 4 |
|
|
2014
Q3 | $11.7M | Sell |
305,970
-220
| -0.1% | -$8.91K | 2.88% | 19 |
|
|
2014
Q2 | $12.4M | Sell |
306,190
-1,066
| -0.3% | -$43.9K | 3.02% | 16 |
|
|
2014
Q1 | $12.6M | Sell |
307,256
-4,449
| -1% | -$169K | 3.14% | 14 |
|
|
2013
Q4 | $11.9M | Buy |
311,705
+2,675
| +0.9% | +$92K | 3.04% | 17 |
|
|
2013
Q3 | $10.3M | Buy |
309,030
+3,235
| +1% | +$105K | 2.88% | 21 |
|
|
2013
Q2 | $9.39M | Buy |
+305,795
| New | +$10.1M | 2.6% | 23 |
|
Other funds holding ORCL
FWIA
Obermeyer Wealth Partners's ORCL Position: Q2 2026 in Review
Obermeyer Wealth Partners increased its Oracle (ORCL) stake by 2.9% in Q2 2026, buying an estimated $36.1K and bringing the position to 7,002 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #116.
Obermeyer Wealth Partners first reported a position in ORCL in Q2 2013 and has held it in 31 quarters since. The position peaked at $32.3M in Q4 2014. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Obermeyer Wealth Partners held 7,002 shares of Oracle worth $1.03M as of Q2 2026.
- Obermeyer Wealth Partners bought 199 Oracle shares in Q2 2026, an estimated $36.1K.
- Oracle made up 0.04% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #116 holding.
- Obermeyer Wealth Partners first reported a position in Oracle in Q2 2013 and has held it in 31 quarters since.
- Obermeyer Wealth Partners's Oracle position peaked at $32.3M in Q4 2014.
- 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.