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ORCL icon

&Partners’s Oracle ORCL Stock Holding History

&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 		$47.5M Buy
323,589
+52,868
+20% +$8.59M 0.23% 91
2025
Q4 		$52.7M Buy
270,721
+37,533
+16% +$8.94M 0.28% 77
2025
Q3 		$65.6M Buy
233,188
+60,188
+35% +$15.3M 0.42% 45
2025
Q2 		$37.7M Buy
173,000
+36,491
+27% +$5.89M 0.29% 77
2025
Q1 		$19.2M Buy
136,509
+6,310
+5% +$1.03M 0.2% 106
2024
Q4 		$21.7M Buy
130,199
+53,933
+71% +$9.58M 0.26% 83
2024
Q3 		$12.9M Buy
76,266
+45,828
+151% +$6.64M 0.25% 94
2024
Q2 		$4.3M Buy
30,438
+15,005
+97% +$1.86M 0.19% 120
2024
Q1 		$1.94M Buy
15,433
+2,984
+24% +$342K 0.27% 74
2023
Q4 		$1.28M Buy
12,449
+10,488
+535% +$1.14M 0.31% 75
2023
Q3 		$208K Sell
1,961
-400
-17% -$46.3K 0.1% 161
2023
Q2 		$234K Sell
2,361
-20
-0.8% -$2.07K 0.1% 152
2023
Q1 		$221K Sell
2,381
-130
-5% -$11.4K 0.11% 152
2022
Q4 		$205K Sell
2,511
-1,410
-36% -$107K 0.1% 164
2022
Q3 		$239K Hold
3,921
– – 0.14% 146
2022
Q2 		$274K Hold
3,921
– – 0.16% 129
2022
Q1 		$324K Sell
3,921
-250
-6% -$20.2K 0.18% 122
2021
Q4 		$364K Buy
4,171
+300
+8% +$28.2K 0.22% 108
2021
Q3 		$337K Hold
3,871
– – 0.21% 110
2021
Q2 		$301K Sell
3,871
-200
-5% -$15.7K 0.19% 118
2021
Q1 		$286K Hold
4,071
– – 0.21% 113
2020
Q4 		$263K Hold
4,071
– – 0.22% 103
2020
Q3 		$243K Sell
4,071
-440
-10% -$25K 0.25% 98
2020
Q2 		$249K Hold
4,511
– – 0.3% 90
2020
Q1 		$218K Hold
4,511
– – 0.34% 90
2019
Q4 		$239K Hold
4,511
– – 0.28% 115
2019
Q3 		$248K Sell
4,511
-100
-2% -$5.52K 0.32% 112
2019
Q2 		$263K Hold
4,611
– – 0.36% 92
2019
Q1 		$248K Hold
4,611
– – 0.36% 98
2018
Q4 		$208K Buy
+4,611
New +$221K 0.35% 101

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

&Partners's ORCL Position: Q1 2026 in Review

&Partners increased its Oracle (ORCL) stake by 20% in Q1 2026, buying an estimated $8.59M and bringing the position to 323,589 shares worth $47.5M. The position accounts for 0.23% of the portfolio, ranked #91.

&Partners first reported a position in ORCL in Q4 2018 and has held it in 30 quarters since. The position peaked at $65.6M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • &Partners held 323,589 shares of Oracle worth $47.5M as of Q1 2026.
  • &Partners bought 52,868 Oracle shares in Q1 2026, an estimated $8.59M.
  • Oracle made up 0.23% of &Partners's portfolio in Q1 2026, its #91 holding.
  • &Partners first reported a position in Oracle in Q4 2018 and has held it in 30 quarters since.
  • &Partners's Oracle position peaked at $65.6M in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

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