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Shepherd Financial Partners’s Oracle ORCL Stock Holding History

Shepherd 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 		$1.31M Buy
8,916
+178
+2% +$32.3K 0.11% 110
2026
Q1 		$1.29M Sell
8,738
-4,633
-35% -$753K 0.12% 101
2025
Q4 		$2.61M Buy
13,371
+2,975
+29% +$708K 0.24% 72
2025
Q3 		$2.92M Buy
10,396
+391
+4% +$99.6K 0.28% 67
2025
Q2 		$2.19M Buy
10,005
+2,053
+26% +$332K 0.23% 71
2025
Q1 		$1.11M Buy
7,952
+2,845
+56% +$463K 0.13% 102
2024
Q4 		$851K Buy
5,107
+32
+0.6% +$5.68K 0.1% 106
2024
Q3 		$865K Buy
5,075
+470
+10% +$68.1K 0.1% 106
2024
Q2 		$650K Buy
4,605
+160
+4% +$19.9K 0.08% 127
2024
Q1 		$558K Buy
4,445
+14
+0.3% +$1.6K 0.07% 141
2023
Q4 		$467K Buy
4,431
+51
+1% +$5.57K 0.07% 144
2023
Q3 		$464K Buy
4,380
+251
+6% +$29.1K 0.07% 135
2023
Q2 		$492K Sell
4,129
-62
-1% -$6.41K 0.08% 129
2023
Q1 		$389K Buy
4,191
+4
+0.1% +$351 0.07% 142
2022
Q4 		$342K Buy
4,187
+191
+5% +$14.5K 0.06% 139
2022
Q3 		$244K Sell
3,996
-424
-10% -$31K 0.05% 148
2022
Q2 		$309K Buy
4,420
+504
+13% +$36.9K 0.06% 133
2022
Q1 		$325K Buy
3,916
+425
+12% +$34.4K 0.06% 135
2021
Q4 		$304K Hold
3,491
– – 0.05% 134
2021
Q3 		$304K Buy
3,491
+1
+0% +$88 0.06% 131
2021
Q2 		$272K Buy
3,490
+599
+21% +$46.9K 0.05% 132
2021
Q1 		$203K Buy
+2,891
New +$187K 0.04% 140
2018
Q4 		– Sell
-4,873
Closed -$214K – 138
2018
Q3 		$214K Hold
4,873
– – 0.05% 121
2018
Q2 		$219K Buy
4,873
+230
+5% +$10.6K 0.05% 121
2018
Q1 		$213K Buy
+4,643
New +$231K 0.05% 111

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Shepherd Financial Partners increased its Oracle (ORCL) stake by 2% in Q2 2026, buying an estimated $32.3K and bringing the position to 8,916 shares worth $1.31M. The position accounts for 0.11% of the portfolio, ranked #110.

Shepherd Financial Partners first reported a position in ORCL in Q1 2018 and has held it in 25 quarters since. The position peaked at $2.92M in Q3 2025. 3,520 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Shepherd Financial Partners held 8,916 shares of Oracle worth $1.31M as of Q2 2026.
  • Shepherd Financial Partners bought 178 Oracle shares in Q2 2026, an estimated $32.3K.
  • Oracle made up 0.11% of Shepherd Financial Partners's portfolio in Q2 2026, its #110 holding.
  • Shepherd Financial Partners first reported a position in Oracle in Q1 2018 and has held it in 25 quarters since.
  • Shepherd Financial Partners's Oracle position peaked at $2.92M in Q3 2025.
  • 3,520 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.