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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Patrick M. Sweeney & Associates's ORCL Position: Q1 2026 in Review

Patrick M. Sweeney & Associates reduced its Oracle (ORCL) stake by 1.1% in Q1 2026, selling an estimated $8.45K and leaving 4,799 shares worth $706K. The position accounts for 0.45% of the portfolio, ranked #61.

Patrick M. Sweeney & Associates first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.39M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Patrick M. Sweeney & Associates held 4,799 shares of Oracle worth $706K as of Q1 2026.
Patrick M. Sweeney & Associates sold 52 Oracle shares in Q1 2026, an estimated $8.45K.
Oracle made up 0.45% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #61 holding.
Patrick M. Sweeney & Associates first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
Patrick M. Sweeney & Associates's Oracle position peaked at $1.39M in Q3 2025.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.