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Perfromance Wealth Partners’s Oracle ORCL Stock Holding History

Perfromance 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
Q2 		$242K Sell
1,654
-106
-6% -$19.2K 0.01% 203
2026
Q1 		$259K Sell
1,760
-272,409
-99% -$44.3M 0.01% 178
2025
Q4 		$53.4M Sell
274,169
-2,693
-1% -$641K 1.45% 14
2025
Q3 		$77.9M Buy
276,862
+56,135
+25% +$14.3M 2.17% 9
2025
Q2 		$48.3M Buy
220,727
+518
+0.2% +$83.6K 1.54% 13
2025
Q1 		$30.8M Buy
220,209
+32,160
+17% +$5.24M 1.1% 14
2024
Q4 		$31.3M Buy
188,049
+2,068
+1% +$367K 1.01% 17
2024
Q3 		$31.7M Buy
185,981
+6,001
+3% +$869K 1.09% 15
2024
Q2 		$25.4M Buy
179,980
+176,234
+4,705% +$21.9M 0.94% 14
2024
Q1 		$471K Buy
3,746
+205
+6% +$23.5K 0.02% 100
2023
Q4 		$373K Sell
3,541
-144
-4% -$15.7K 0.02% 117
2023
Q3 		$390K Hold
3,685
– – 0.02% 121
2023
Q2 		$427K Sell
3,685
-53
-1% -$5.48K 0.02% 127
2023
Q1 		$347K Sell
3,738
-175
-4% -$15.3K 0.02% 135
2022
Q4 		$320K Sell
3,913
-553
-12% -$42K 0.02% 123
2022
Q3 		$273K Sell
4,466
-125
-3% -$9.15K 0.02% 126
2022
Q2 		$321K Buy
4,591
+150
+3% +$11K 0.02% 121
2022
Q1 		$367K Sell
4,441
-125
-3% -$10.1K 0.02% 124
2021
Q4 		$398K Buy
+4,566
New +$429K 0.02% 128

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Perfromance Wealth Partners's ORCL Position: Q2 2026 in Review

Perfromance Wealth Partners reduced its Oracle (ORCL) stake by 6% in Q2 2026, selling an estimated $19.2K and leaving 1,654 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #203.

Perfromance Wealth Partners first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $77.9M in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Perfromance Wealth Partners held 1,654 shares of Oracle worth $242K as of Q2 2026.
  • Perfromance Wealth Partners sold 106 Oracle shares in Q2 2026, an estimated $19.2K.
  • Oracle made up 0.01% of Perfromance Wealth Partners's portfolio in Q2 2026, its #203 holding.
  • Perfromance Wealth Partners first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • Perfromance Wealth Partners's Oracle position peaked at $77.9M in Q3 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.