SFP
ORCL icon

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
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 $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

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

Shepherd Financial Partners reduced its Oracle (ORCL) stake by 35% in Q1 2026, selling an estimated $753K and leaving 8,738 shares worth $1.29M. The position accounts for 0.12% of the portfolio, ranked #101.

Shepherd Financial Partners first reported a position in ORCL in Q1 2018 and has held it in 24 quarters since. The position peaked at $2.92M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Shepherd Financial Partners held 8,738 shares of Oracle worth $1.29M as of Q1 2026.
  • Shepherd Financial Partners sold 4,633 Oracle shares in Q1 2026, an estimated $753K.
  • Oracle made up 0.12% of Shepherd Financial Partners's portfolio in Q1 2026, its #101 holding.
  • Shepherd Financial Partners first reported a position in Oracle in Q1 2018 and has held it in 24 quarters since.
  • Shepherd Financial Partners's Oracle position peaked at $2.92M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.