Precedent Wealth Partners
ORCL icon

Precedent Wealth Partners’s Oracle ORCL Stock Holding History

Precedent 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
Q3 		$264K Buy
1,926
+62
+3% +$8.75K 0.04% 181
2026
Q2 		$273K Buy
1,864
+385
+26% +$69.8K 0.05% 179
2026
Q1 		$218K Buy
1,479
+33
+2% +$5.36K 0.04% 163
2025
Q4 		$282K Sell
1,446
-234
-14% -$55.7K 0.06% 153
2025
Q3 		$472K Buy
1,680
+301
+22% +$76.7K 0.1% 130
2025
Q2 		$301K Buy
+1,379
New +$223K 0.07% 147
2025
Q1 		– Sell
-1,276
Closed -$213K – 161
2024
Q4 		$213K Buy
1,276
+23
+2% +$4.09K 0.07% 146
2024
Q3 		$214K Buy
+1,253
New +$181K 0.07% 142

Other funds holding ORCL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Precedent Wealth Partners's ORCL Position: Q3 2026 in Review

Precedent Wealth Partners increased its Oracle (ORCL) stake by 3.3% in Q3 2026, buying an estimated $8.75K and bringing the position to 1,926 shares worth $264K. The position accounts for 0.04% of the portfolio, ranked #181.

Precedent Wealth Partners first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $472K in Q3 2025. 3,030 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Precedent Wealth Partners held 1,926 shares of Oracle worth $264K as of Q3 2026.
  • Precedent Wealth Partners bought 62 Oracle shares in Q3 2026, an estimated $8.75K.
  • Oracle made up 0.04% of Precedent Wealth Partners's portfolio in Q3 2026, its #181 holding.
  • Precedent Wealth Partners first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
  • Precedent Wealth Partners's Oracle position peaked at $472K in Q3 2025.
  • 3,030 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Precedent Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.