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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
Q2 		$1.86M Buy
12,695
+4,798
+61% +$870K 0.04% 97
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 $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

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

Quotient Wealth Partners increased its Oracle (ORCL) stake by 61% in Q2 2026, buying an estimated $870K and bringing the position to 12,695 shares worth $1.86M. The position accounts for 0.04% of the portfolio, ranked #97.

Quotient Wealth Partners first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.02M in Q4 2023. 3,518 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Quotient Wealth Partners held 12,695 shares of Oracle worth $1.86M as of Q2 2026.
  • Quotient Wealth Partners bought 4,798 Oracle shares in Q2 2026, an estimated $870K.
  • Oracle made up 0.04% of Quotient Wealth Partners's portfolio in Q2 2026, its #97 holding.
  • Quotient Wealth Partners first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • Quotient Wealth Partners's Oracle position peaked at $4.02M in Q4 2023.
  • 3,518 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.