Root Financial Partners
ORCL icon

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
Q3 		$1.72M Buy
12,525
+308
+3% +$43.5K 0.06% 91
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

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Root Financial Partners's ORCL Position: Q3 2026 in Review

Root Financial Partners increased its Oracle (ORCL) stake by 2.5% in Q3 2026, buying an estimated $43.5K and bringing the position to 12,525 shares worth $1.72M. The position accounts for 0.06% of the portfolio, ranked #91.

Root Financial Partners first reported a position in ORCL in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.71M in Q3 2025. 1,446 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Root Financial Partners held 12,525 shares of Oracle worth $1.72M as of Q3 2026.
  • Root Financial Partners bought 308 Oracle shares in Q3 2026, an estimated $43.5K.
  • Oracle made up 0.06% of Root Financial Partners's portfolio in Q3 2026, its #91 holding.
  • Root Financial Partners first reported a position in Oracle in Q1 2024 and has held it in 11 quarters since.
  • Root Financial Partners's Oracle position peaked at $3.71M in Q3 2025.
  • 1,446 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.