Private Wealth Partners’s Oracle ORCL Stock Holding History

Private 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	$8.31M	Buy	56,470 +37,797	+202%	+$6.14M	0.64%	34
2025 Q4	$3.64M	Buy	18,673 +2,479	+15%	+$590K	0.26%	55
2025 Q3	$4.55M	Hold	16,194	–	–	0.32%	47
2025 Q2	$3.54M	Hold	16,194	–	–	0.28%	54
2025 Q1	$2.26M	Sell	16,194 -8,411	-34%	-$1.37M	0.19%	66
2024 Q4	$4.1M	Sell	24,605 -469	-2%	-$83.3K	0.31%	49
2024 Q3	$4.27M	Buy	25,074 +1,750	+8%	+$253K	0.34%	47
2024 Q2	$3.29M	Buy	23,324 +5,200	+29%	+$646K	0.24%	51
2024 Q1	$2.28M	Sell	18,124 -1,670	-8%	-$191K	0.18%	57
2023 Q4	$2.09M	Buy	19,794 +1,525	+8%	+$166K	0.18%	59
2023 Q3	$1.94M	Buy	18,269 +2,700	+17%	+$313K	0.19%	52
2023 Q2	$1.85M	Hold	15,569	–	–	0.17%	58
2023 Q1	$1.45M	Sell	15,569 -2,550	-14%	-$224K	0.14%	60
2022 Q4	$1.48M	Buy	18,119 +200	+1%	+$15.2K	0.17%	60
2022 Q3	$1.09M	Hold	17,919	–	–	0.14%	60
2022 Q2	$1.25M	Hold	17,919	–	–	0.15%	63
2022 Q1	$1.48M	Hold	17,919	–	–	0.13%	67
2021 Q4	$1.56M	Buy	17,919 +4,112	+30%	+$386K	0.13%	67
2021 Q3	$1.2M	Hold	13,807	–	–	0.11%	68
2021 Q2	$1.07M	Hold	13,807	–	–	0.1%	67
2021 Q1	$969K	Sell	13,807 -14,000	-50%	-$906K	0.1%	64
2020 Q4	$1.8M	Hold	27,807	–	–	0.2%	64
2020 Q3	$1.66M	Buy	27,807 +12,000	+76%	+$682K	0.19%	61
2020 Q2	$874K	Hold	15,807	–	–	0.12%	68
2020 Q1	$764K	Sell	15,807 -3,000	-16%	-$155K	0.13%	70
2019 Q4	$996K	Sell	18,807 -400	-2%	-$22K	0.14%	75
2019 Q3	$1.06M	Buy	19,207 +400	+2%	+$22.1K	0.16%	67
2019 Q2	$1.07M	Hold	18,807	–	–	0.16%	66
2019 Q1	$1.01M	Sell	18,807 -1,418	-7%	-$72.2K	0.17%	65
2018 Q4	$913K	Hold	20,225	–	–	0.18%	59
2018 Q3	$1.04M	Sell	20,225 -750	-4%	-$36.4K	0.16%	70
2018 Q2	$924K	Sell	20,975 -3,300	-14%	-$152K	0.16%	75
2018 Q1	$1.11M	Sell	24,275 -25	-0.1%	-$1.24K	0.19%	69
2017 Q4	$1.15M	Hold	24,300	–	–	0.21%	71
2017 Q3	$1.18M	Sell	24,300 -1,500	-6%	-$74.6K	0.24%	65
2017 Q2	$1.29M	Sell	25,800 -1,500	-5%	-$68.4K	0.28%	59
2017 Q1	$1.22M	Sell	27,300 -1,500	-5%	-$62.5K	0.27%	57
2016 Q4	$1.11M	Sell	28,800 -500	-2%	-$19.6K	0.26%	56
2016 Q3	$1.15M	Sell	29,300 -6,300	-18%	-$257K	0.28%	60
2016 Q2	$1.46M	Sell	35,600 -120	-0.3%	-$4.79K	0.35%	58
2016 Q1	$1.46M	Buy	35,720 +1,170	+3%	+$43.3K	0.35%	59
2015 Q4	$1.26M	Buy	34,550 +2,211	+7%	+$84.4K	0.3%	67
2015 Q3	$1.17M	Buy	32,339 +385	+1%	+$14.8K	0.29%	65
2015 Q2	$1.29M	Buy	31,954 +300	+0.9%	+$13K	0.29%	69
2015 Q1	$1.37M	Sell	31,654 -5,100	-14%	-$221K	0.31%	69
2014 Q4	$1.65M	Sell	36,754 -57,880	-61%	-$2.36M	0.39%	62
2014 Q3	$3.62M	Sell	94,634 -30,420	-24%	-$1.23M	0.8%	40
2014 Q2	$5.07M	Buy	125,054 +26,400	+27%	+$1.09M	1.11%	25
2014 Q1	$4.04M	Sell	98,654 -1,375	-1%	-$52.3K	0.95%	29
2013 Q4	$3.83M	Sell	100,029 -7,500	-7%	-$258K	0.85%	35
2013 Q3	$3.57M	Buy	107,529 +100	+0.1%	+$3.24K	0.85%	35
2013 Q2	$3.3M	Buy	+107,429	New	+$3.56M	0.82%	35

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

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

Private Wealth Partners increased its Oracle (ORCL) stake by 202% in Q1 2026, buying an estimated $6.14M and bringing the position to 56,470 shares worth $8.31M. The position accounts for 0.64% of the portfolio, ranked #34.

Private Wealth Partners first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Private Wealth Partners held 56,470 shares of Oracle worth $8.31M as of Q1 2026.
Private Wealth Partners bought 37,797 Oracle shares in Q1 2026, an estimated $6.14M.
Oracle made up 0.64% of Private Wealth Partners's portfolio in Q1 2026, its #34 holding.
Private Wealth Partners first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Private Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.