Rothschild Capital Partners’s Oracle ORCL Stock Holding History

Rothschild Capital 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
2016 Q2	–	Sell	-5,500	Closed	-$225K	–	76
2016 Q1	$225K	Buy	+5,500	New	+$204K	0.1%	60

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rothschild Capital Partners's ORCL Position: Q4 2025 in Review

Rothschild Capital Partners sold out of Oracle (ORCL) in Q4 2025, closing a stake of 1,990 shares — an estimated $560K sold.

Rothschild Capital Partners first reported a position in ORCL in Q1 2016 and held it in 5 quarters. The position peaked at $4.4M in Q1 2016. 3,759 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Rothschild Capital Partners reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Rothschild Capital Partners sold 1,990 Oracle shares in Q4 2025, an estimated $560K.
Rothschild Capital Partners first reported a position in Oracle in Q1 2016 and held it in 5 quarters.
Rothschild Capital Partners's Oracle position peaked at $4.4M in Q1 2016.
3,759 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Rothschild Capital Partners's 13F filing for Q4 2025, filed 17 Feb 2026.