Root Financial Partners’s Oracle ORCL Stock Holding History

Root Financial 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	$1.79M	Sell	12,217 -4,275	-26%	-$775K	0.07%	83
2026 Q1	$2.43M	Buy	16,492 +2,652	+19%	+$431K	0.11%	54
2025 Q4	$2.7M	Buy	13,840 +645	+5%	+$154K	0.14%	47
2025 Q3	$3.71M	Buy	13,195 +5,581	+73%	+$1.42M	0.23%	38
2025 Q2	$1.66M	Buy	7,614 +1,121	+17%	+$181K	0.16%	47
2025 Q1	$908K	Buy	6,493 +914	+16%	+$149K	0.1%	73
2024 Q4	$930K	Buy	5,579 +2,468	+79%	+$438K	0.12%	63
2024 Q3	$530K	Buy	3,111 +256	+9%	+$37.1K	0.08%	84
2024 Q2	$403K	Buy	2,855 +236	+9%	+$29.3K	0.09%	79
2024 Q1	$329K	Buy	+2,619	New	+$300K	0.1%	71

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Root Financial Partners's ORCL Position: Q2 2026 in Review

Root Financial Partners reduced its Oracle (ORCL) stake by 26% in Q2 2026, selling an estimated $775K and leaving 12,217 shares worth $1.79M. The position accounts for 0.07% of the portfolio, ranked #83.

Root Financial Partners first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.71M in Q3 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Root Financial Partners held 12,217 shares of Oracle worth $1.79M as of Q2 2026.
Root Financial Partners sold 4,275 Oracle shares in Q2 2026, an estimated $775K.
Oracle made up 0.07% of Root Financial Partners's portfolio in Q2 2026, its #83 holding.
Root Financial Partners first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
Root Financial Partners's Oracle position peaked at $3.71M in Q3 2025.
3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.