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Robertson Stephens Wealth Management’s Oracle ORCL Stock Holding History

Robertson Stephens Wealth Management’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 		$5.93M Buy
40,483
+1,035
+3% +$188K 0.15% 113
2026
Q1 		$5.8M Buy
39,448
+4,833
+14% +$786K 0.16% 114
2025
Q4 		$6.75M Buy
34,615
+29,963
+644% +$7.13M 0.18% 102
2025
Q3 		$1.31M Sell
4,652
-277
-6% -$70.5K 0.04% 223
2025
Q2 		$1.08M Buy
4,929
+94
+2% +$15.2K 0.03% 262
2025
Q1 		$676K Sell
4,835
-2,613
-35% -$425K 0.02% 319
2024
Q4 		$1.24M Buy
7,448
+399
+6% +$70.9K 0.04% 235
2024
Q3 		$1.2M Sell
7,049
-116
-2% -$16.8K 0.04% 257
2024
Q2 		$1.01M Sell
7,165
-375
-5% -$46.6K 0.05% 226
2024
Q1 		$947K Buy
7,540
+2,283
+43% +$261K 0.05% 241
2023
Q4 		$554K Sell
5,257
-296
-5% -$32.3K 0.03% 295
2023
Q3 		$588K Buy
5,553
+1,165
+27% +$135K 0.04% 279
2023
Q2 		$523K Sell
4,388
-733
-14% -$75.8K 0.04% 268
2023
Q1 		$476K Sell
5,121
-2,623
-34% -$230K 0.04% 296
2022
Q4 		$633K Buy
7,744
+352
+5% +$26.8K 0.06% 231
2022
Q3 		$451K Sell
7,392
-42
-0.6% -$3.08K 0.05% 230
2022
Q2 		$519K Buy
7,434
+42
+0.6% +$3.07K 0.05% 232
2022
Q1 		$611K Buy
7,392
+309
+4% +$25K 0.05% 232
2021
Q4 		$617K Buy
7,083
+24
+0.3% +$2.25K 0.05% 239
2021
Q3 		$615K Buy
7,059
+10
+0.1% +$883 0.07% 182
2021
Q2 		$548K Sell
7,049
-409
-5% -$32K 0.07% 202
2021
Q1 		$523K Buy
7,458
+420
+6% +$27.2K 0.08% 174
2020
Q4 		$455K Sell
7,038
-6,526
-48% -$388K 0.1% 148
2020
Q3 		$809K Sell
13,564
-1,481
-10% -$84.1K 0.2% 94
2020
Q2 		$831K Sell
15,045
-422
-3% -$22.4K 0.24% 76
2020
Q1 		$748K Buy
+15,467
New +$798K 0.26% 82

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

Robertson Stephens Wealth Management's ORCL Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Oracle (ORCL) stake by 2.6% in Q2 2026, buying an estimated $188K and bringing the position to 40,483 shares worth $5.93M. The position accounts for 0.15% of the portfolio, ranked #113.

Robertson Stephens Wealth Management first reported a position in ORCL in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.75M in Q4 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Robertson Stephens Wealth Management held 40,483 shares of Oracle worth $5.93M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 1,035 Oracle shares in Q2 2026, an estimated $188K.
  • Oracle made up 0.15% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Robertson Stephens Wealth Management first reported a position in Oracle in Q1 2020 and has held it in 26 quarters since.
  • Robertson Stephens Wealth Management's Oracle position peaked at $6.75M in Q4 2025.
  • 3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.