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Rice Partnership’s Oracle ORCL Stock Holding History

Rice Partnership’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 		– Sell
-1,389
Closed -$204K – 188
2026
Q1 		$204K Sell
1,389
-27
-2% -$4.39K 0.03% 110
2025
Q4 		$276K Sell
1,416
-16
-1% -$3.81K 0.04% 94
2025
Q3 		$403K Buy
1,432
+16
+1% +$4.07K 0.06% 86
2025
Q2 		$310K Buy
+1,416
New +$229K 0.05% 95
2025
Q1 		– Sell
-1,565
Closed -$261K – 174
2024
Q4 		$261K Hold
1,565
– – 0.05% 92
2024
Q3 		$267K Hold
1,565
– – 0.05% 88
2024
Q2 		$221K Buy
+1,565
New +$194K 0.05% 97
2018
Q2 		– Sell
-5,410
Closed -$248K – 74
2018
Q1 		$248K Buy
5,410
+217
+4% +$10.8K 0.17% 63
2017
Q4 		$246K Buy
+5,193
New +$255K 0.17% 68

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Rice Partnership's ORCL Position: Q2 2026 in Review

Rice Partnership sold out of Oracle (ORCL) in Q2 2026, closing a stake of 1,389 shares — an estimated $204K sold.

Rice Partnership first reported a position in ORCL in Q4 2017 and held it in 9 quarters. The position peaked at $403K in Q3 2025. 1,590 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Rice Partnership reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Rice Partnership sold 1,389 Oracle shares in Q2 2026, an estimated $204K.
  • Rice Partnership first reported a position in Oracle in Q4 2017 and held it in 9 quarters.
  • Rice Partnership's Oracle position peaked at $403K in Q3 2025.
  • 1,590 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Rice Partnership's 13F filing for Q2 2026, filed 29 Jul 2026.