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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
Q2 		$8.58M Sell
58,580
-32
-0.1% -$5.8K 0.42% 53
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 		$3.95M 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 $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

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

Principle Wealth Partners reduced its Oracle (ORCL) stake by 0.05% in Q2 2026, selling an estimated $5.8K and leaving 58,580 shares worth $8.58M. The position accounts for 0.42% of the portfolio, ranked #53.

Principle Wealth Partners first reported a position in ORCL in Q2 2020 and has held it in 25 quarters since. The position peaked at $16.2M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Principle Wealth Partners held 58,580 shares of Oracle worth $8.58M as of Q2 2026.
  • Principle Wealth Partners sold 32 Oracle shares in Q2 2026, an estimated $5.8K.
  • Oracle made up 0.42% of Principle Wealth Partners's portfolio in Q2 2026, its #53 holding.
  • Principle Wealth Partners first reported a position in Oracle in Q2 2020 and has held it in 25 quarters since.
  • Principle Wealth Partners's Oracle position peaked at $16.2M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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