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Quotient Wealth Partners’s Oracle ORCL Stock Holding History

Quotient 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 		$1.16M Sell
7,897
-694
-8% -$113K 0.03% 113
2025
Q4 		$1.67M Sell
8,591
-271
-3% -$64.5K 0.04% 94
2025
Q3 		$2.49M Sell
8,862
-1,250
-12% -$318K 0.07% 71
2025
Q2 		$2.21M Sell
10,112
-173
-2% -$27.9K 0.07% 71
2025
Q1 		$1.44M Sell
10,285
-545
-5% -$88.7K 0.05% 91
2024
Q4 		$1.8M Sell
10,830
-1,669
-13% -$296K 0.06% 67
2024
Q3 		$2.13M Sell
12,499
-1,927
-13% -$279K 0.07% 65
2024
Q2 		$2.04M Sell
14,426
-10,564
-42% -$1.31M 0.07% 60
2024
Q1 		$3.14M Sell
24,990
-13,179
-35% -$1.51M 0.11% 57
2023
Q4 		$4.02M Buy
+38,169
New +$4.17M 0.16% 65

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

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

Quotient Wealth Partners reduced its Oracle (ORCL) stake by 8.1% in Q1 2026, selling an estimated $113K and leaving 7,897 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #113.

Quotient Wealth Partners first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.02M in Q4 2023. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Quotient Wealth Partners held 7,897 shares of Oracle worth $1.16M as of Q1 2026.
  • Quotient Wealth Partners sold 694 Oracle shares in Q1 2026, an estimated $113K.
  • Oracle made up 0.03% of Quotient Wealth Partners's portfolio in Q1 2026, its #113 holding.
  • Quotient Wealth Partners first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
  • Quotient Wealth Partners's Oracle position peaked at $4.02M in Q4 2023.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.