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Principle Wealth Partners’s Oracle ORCL Stock Holding History

Principle 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
Q1 		$8.62M Buy
58,612
+872
+2% +$142K 0.49% 46
2025
Q4 		$11.3M Buy
57,740
+316
+0.6% +$75.2K 0.63% 35
2025
Q3 		$16.2M Sell
57,424
-2,584
-4% -$658K 0.94% 22
2025
Q2 		$13.1M Sell
60,008
-1,879
-3% -$303K 0.82% 28
2025
Q1 		$8.65M Buy
61,887
+1,780
+3% +$290K 0.62% 39
2024
Q4 		$10M Sell
60,107
-3,603
-6% -$640K 0.7% 37
2024
Q3 		$10.9M Sell
63,710
-3,436
-5% -$498K 0.77% 30
2024
Q2 		$9.48M Sell
67,146
-1,124
-2% -$140K 0.72% 33
2024
Q1 		$8.58M Buy
68,270
+518
+0.8% +$59.3K 0.67% 36
2023
Q4 		$7.14M Sell
67,752
-135
-0.2% -$14.7K 0.61% 44
2023
Q3 		$7.19M Buy
67,887
+823
+1% +$95.3K 0.72% 36
2023
Q2 		$7.99M Sell
67,064
-390
-0.6% -$40.3K 0.8% 28
2023
Q1 		$6.27M Buy
67,454
+1,780
+3% +$156K 0.67% 40
2022
Q4 		$5.37M Buy
65,674
+1,040
+2% +$79K 0.61% 45
2022
Q3 		$3.95K Buy
64,634
+13,250
+26% +$970K 0.37% 51
2022
Q2 		$3.59M Buy
51,384
+9,060
+21% +$663K 0.43% 56
2022
Q1 		$3.5M Buy
42,324
+25,235
+148% +$2.04M 0.37% 62
2021
Q4 		$1.49M Sell
17,089
-291
-2% -$27.3K 0.16% 106
2021
Q3 		$1.51M Sell
17,380
-5,670
-25% -$501K 0.17% 105
2021
Q2 		$1.79M Buy
23,050
+690
+3% +$54K 0.2% 95
2021
Q1 		$1.57M Buy
22,360
+623
+3% +$40.3K 0.18% 101
2020
Q4 		$1.41M Buy
21,737
+18,312
+535% +$1.09M 0.19% 104
2020
Q3 		$204K Hold
3,425
– – 0.06% 146
2020
Q2 		$189K Buy
+3,425
New +$181K 0.06% 155

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

Principle Wealth Partners's ORCL Position: Q1 2026 in Review

Principle Wealth Partners increased its Oracle (ORCL) stake by 1.5% in Q1 2026, buying an estimated $142K and bringing the position to 58,612 shares worth $8.62M. The position accounts for 0.49% of the portfolio, ranked #46.

Principle Wealth Partners first reported a position in ORCL in Q2 2020 and has held it in 24 quarters since. The position peaked at $16.2M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Principle Wealth Partners held 58,612 shares of Oracle worth $8.62M as of Q1 2026.
  • Principle Wealth Partners bought 872 Oracle shares in Q1 2026, an estimated $142K.
  • Oracle made up 0.49% of Principle Wealth Partners's portfolio in Q1 2026, its #46 holding.
  • Principle Wealth Partners first reported a position in Oracle in Q2 2020 and has held it in 24 quarters since.
  • Principle Wealth Partners's Oracle position peaked at $16.2M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.