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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
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
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

Root Financial Partners's ORCL Position: Q1 2026 in Review

Root Financial Partners increased its Oracle (ORCL) stake by 19% in Q1 2026, buying an estimated $431K and bringing the position to 16,492 shares worth $2.43M. The position accounts for 0.11% of the portfolio, ranked #54.

Root Financial Partners first reported a position in ORCL in Q1 2024 and has held it in 9 quarters since. The position peaked at $3.71M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Root Financial Partners held 16,492 shares of Oracle worth $2.43M as of Q1 2026.
  • Root Financial Partners bought 2,652 Oracle shares in Q1 2026, an estimated $431K.
  • Oracle made up 0.11% of Root Financial Partners's portfolio in Q1 2026, its #54 holding.
  • Root Financial Partners first reported a position in Oracle in Q1 2024 and has held it in 9 quarters since.
  • Root Financial Partners's Oracle position peaked at $3.71M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.