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Ridgecrest Wealth Partners’s Oracle ORCL Stock Holding History

Ridgecrest 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 		$409K Sell
2,789
-3
-0.1% -$544 0.2% 66
2026
Q1 		$411K Sell
2,792
-300
-10% -$48.8K 0.23% 63
2025
Q4 		$603K Sell
3,092
-2,797
-47% -$666K 0.33% 49
2025
Q3 		$1.66M Sell
5,889
-725
-11% -$185K 0.75% 30
2025
Q2 		$1.45M Sell
6,614
-199
-3% -$32.1K 0.76% 30
2025
Q1 		$953K Buy
6,813
+1,000
+17% +$163K 0.5% 42
2024
Q4 		$969K Sell
5,813
-2,000
-26% -$355K 0.53% 36
2024
Q3 		$1.33M Buy
7,813
+100
+1% +$14.5K 0.69% 31
2024
Q2 		$1.09M Buy
7,713
+49
+0.6% +$6.08K 0.66% 33
2024
Q1 		$963K Hold
7,664
– – 0.57% 38
2023
Q4 		$808K Hold
7,664
– – 0.53% 41
2023
Q3 		$812K Hold
7,664
– – 0.57% 34
2023
Q2 		$913K Buy
7,664
+264
+4% +$27.3K 0.6% 34
2023
Q1 		$688K Hold
7,400
– – 0.49% 39
2022
Q4 		$605K Hold
7,400
– – 0.46% 42
2022
Q3 		$452K Buy
7,400
+162
+2% +$11.9K 0.37% 48
2022
Q2 		$506K Hold
7,238
– – 0.37% 51
2022
Q1 		$599K Hold
7,238
– – 0.38% 53
2021
Q4 		$631K Buy
7,238
+100
+1% +$9.39K 0.31% 61
2021
Q3 		$622K Buy
7,138
+800
+13% +$70.7K 0.34% 59
2021
Q2 		$493K Buy
6,338
+200
+3% +$15.7K 0.31% 65
2021
Q1 		$431K Buy
+6,138
New +$397K 0.41% 52

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

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

Ridgecrest Wealth Partners reduced its Oracle (ORCL) stake by 0.11% in Q2 2026, selling an estimated $544 and leaving 2,789 shares worth $409K. The position accounts for 0.2% of the portfolio, ranked #66.

Ridgecrest Wealth Partners first reported a position in ORCL in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.66M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Ridgecrest Wealth Partners held 2,789 shares of Oracle worth $409K as of Q2 2026.
  • Ridgecrest Wealth Partners sold 3 Oracle shares in Q2 2026, an estimated $544.
  • Oracle made up 0.2% of Ridgecrest Wealth Partners's portfolio in Q2 2026, its #66 holding.
  • Ridgecrest Wealth Partners first reported a position in Oracle in Q1 2021 and has held it in 22 quarters since.
  • Ridgecrest Wealth Partners's Oracle position peaked at $1.66M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Ridgecrest Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.