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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
2022
Q3 		– Sell
-4,000
Closed -$27.9M – 386
2022
Q2 		$27.9M Buy
+4,000
New +$293K 2.64% 6

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

Robertson Stephens Wealth Management's ORCL Position: Q1 2026 in Review

Robertson Stephens Wealth Management increased its Oracle (ORCL) stake by 14% in Q1 2026, buying an estimated $786K and bringing the position to 39,448 shares worth $5.8M. The position accounts for 0.16% of the portfolio, ranked #114.

Robertson Stephens Wealth Management first reported a position in ORCL in Q1 2020 and has held it in 25 quarters since. The position peaked at $6.75M in Q4 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Robertson Stephens Wealth Management held 39,448 shares of Oracle worth $5.8M as of Q1 2026.
  • Robertson Stephens Wealth Management bought 4,833 Oracle shares in Q1 2026, an estimated $786K.
  • Oracle made up 0.16% of Robertson Stephens Wealth Management's portfolio in Q1 2026, its #114 holding.
  • Robertson Stephens Wealth Management first reported a position in Oracle in Q1 2020 and has held it in 25 quarters since.
  • Robertson Stephens Wealth Management's Oracle position peaked at $6.75M in Q4 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.