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Shorepoint Capital Partners’s Oracle ORCL Stock Holding History

Shorepoint 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
2025
Q3 		$1.21M Buy
+4,300
New +$1.1M 0.24% 76
2025
Q1 		$588K Sell
4,208
-280
-6% -$45.6K 0.13% 85
2024
Q4 		$748K Buy
4,488
+600
+15% +$107K 0.17% 78
2024
Q3 		$663K Sell
3,888
-170
-4% -$24.6K 0.15% 81
2024
Q2 		$573K Buy
4,058
+925
+30% +$115K 0.13% 85
2024
Q1 		$394K Sell
3,133
-1,927
-38% -$221K 0.1% 84
2023
Q4 		$533K Hold
5,060
– – 0.14% 83
2023
Q3 		$536K Sell
5,060
-7,160
-59% -$829K 0.16% 85
2023
Q2 		$1.46M Sell
12,220
-1,360
-10% -$141K 0.41% 70
2023
Q1 		$1.26M Sell
13,580
-715
-5% -$62.7K 0.36% 76
2022
Q4 		$1.17M Buy
+14,295
New +$1.09M 0.32% 82

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Shorepoint Capital Partners's ORCL Position: Q3 2025 in Review

Shorepoint Capital Partners opened a new position in Oracle (ORCL) in Q3 2025: 4,300 shares worth $1.21M. The stake represents 0.24% of the portfolio and ranks #76 among its holdings. This is a return to the name: Shorepoint Capital Partners previously reported a position in ORCL as recently as Q1 2025.

Shorepoint Capital Partners first reported a position in ORCL in Q4 2022 and has held it in 11 quarters since. The position peaked at $1.46M in Q2 2023. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Shorepoint Capital Partners held 4,300 shares of Oracle worth $1.21M as of Q3 2025.
  • Oracle was a new Shorepoint Capital Partners position in Q3 2025.
  • Oracle made up 0.24% of Shorepoint Capital Partners's portfolio in Q3 2025, its #76 holding.
  • Shorepoint Capital Partners first reported a position in Oracle in Q4 2022 and has held it in 11 quarters since.
  • Shorepoint Capital Partners's Oracle position peaked at $1.46M in Q2 2023.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Shorepoint Capital Partners's 13F filing for Q3 2025, filed 3 Oct 2025.