Patrick M. Sweeney & Associates’s Oracle ORCL Stock Holding History

Patrick M. Sweeney & Associates’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 Q2	$709K	Buy	4,835 +36	+0.8%	+$6.52K	0.41%	62
2026 Q1	$706K	Sell	4,799 -52	-1%	-$8.45K	0.45%	61
2025 Q4	$946K	Sell	4,851 -80	-2%	-$19K	0.59%	40
2025 Q3	$1.39M	Buy	4,931 +1	+0%	+$255	0.9%	23
2025 Q2	$1.17M	Buy	4,930 +1	+0%	+$161	0.8%	28
2025 Q1	$689K	Buy	4,929 +35	+0.7%	+$5.7K	0.51%	48
2024 Q4	$815K	Buy	4,894 +1	+0%	+$178	0.61%	41
2024 Q3	$834K	Buy	4,893 +41	+0.8%	+$5.94K	0.61%	38
2024 Q2	$685K	Buy	4,852 +426	+10%	+$52.9K	0.55%	45
2024 Q1	$556K	Buy	4,426 +1,629	+58%	+$186K	0.46%	57
2023 Q4	$295K	Buy	+2,797	New	+$305K	0.27%	92

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Patrick M. Sweeney & Associates's ORCL Position: Q2 2026 in Review

Patrick M. Sweeney & Associates increased its Oracle (ORCL) stake by 0.75% in Q2 2026, buying an estimated $6.52K and bringing the position to 4,835 shares worth $709K. The position accounts for 0.41% of the portfolio, ranked #62.

Patrick M. Sweeney & Associates first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.39M in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Patrick M. Sweeney & Associates held 4,835 shares of Oracle worth $709K as of Q2 2026.
Patrick M. Sweeney & Associates bought 36 Oracle shares in Q2 2026, an estimated $6.52K.
Oracle made up 0.41% of Patrick M. Sweeney & Associates's portfolio in Q2 2026, its #62 holding.
Patrick M. Sweeney & Associates first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Patrick M. Sweeney & Associates's Oracle position peaked at $1.39M in Q3 2025.
3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.