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Steward Partners Investment Advisory’s Oracle ORCL Stock Holding History

Steward Partners Investment Advisory’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 		$34.2M Sell
233,556
-7,878
-3% -$1.43M 0.17% 113
2026
Q1 		$35.5M Sell
241,434
-11,477
-5% -$1.87M 0.18% 107
2025
Q4 		$49.3M Buy
252,911
+13,440
+6% +$3.2M 0.27% 71
2025
Q3 		$67.3M Sell
239,471
-18,720
-7% -$4.77M 0.39% 43
2025
Q2 		$56.4M Buy
258,191
+30,728
+14% +$4.96M 0.44% 39
2025
Q1 		$31.8M Buy
227,463
+7,057
+3% +$1.15M 0.28% 72
2024
Q4 		$36.7M Sell
220,406
-3,679
-2% -$654K 0.33% 64
2024
Q3 		$38.2M Buy
224,085
+25,558
+13% +$3.7M 0.35% 54
2024
Q2 		$28M Buy
198,527
+6,300
+3% +$782K 0.3% 66
2024
Q1 		$24.1M Buy
192,227
+41,918
+28% +$4.8M 0.27% 77
2023
Q4 		$15.8M Buy
150,309
+24,593
+20% +$2.68M 0.21% 99
2023
Q3 		$13.3M Buy
125,716
+6,753
+6% +$782K 0.2% 108
2023
Q2 		$14.2M Buy
118,963
+12,894
+12% +$1.33M 0.21% 102
2023
Q1 		$9.86M Buy
106,069
+2,042
+2% +$179K 0.16% 146
2022
Q4 		$8.5M Buy
104,027
+21,369
+26% +$1.62M 0.14% 163
2022
Q3 		$5.05M Sell
82,658
-3,847
-4% -$282K 0.09% 234
2022
Q2 		$6.04M Buy
86,505
+958
+1% +$70.1K 0.11% 202
2022
Q1 		$7.08M Sell
85,547
-26,184
-23% -$2.12M 0.11% 202
2021
Q4 		$9.74M Buy
111,731
+4,067
+4% +$382K 0.15% 154
2021
Q3 		$9.38M Buy
107,664
+7,976
+8% +$705K 0.16% 144
2021
Q2 		$7.76M Buy
99,688
+14,055
+16% +$1.1M 0.13% 169
2021
Q1 		$6.01M Buy
85,633
+12,806
+18% +$829K 0.11% 208
2020
Q4 		$4.71M Sell
72,827
-1,685
-2% -$100K 0.1% 203
2020
Q3 		$4.45M Buy
74,512
+6,885
+10% +$391K 0.11% 194
2020
Q2 		$3.74M Buy
67,627
+2,876
+4% +$152K 0.11% 198
2020
Q1 		$3.13M Sell
64,751
-10,995
-15% -$567K 0.11% 194
2019
Q4 		$4.01M Sell
75,746
-1,205
-2% -$66.3K 0.12% 187
2019
Q3 		$4.23M Buy
76,951
+10,193
+15% +$563K 0.14% 156
2019
Q2 		$3.8M Sell
66,758
-4,542
-6% -$246K 0.14% 155
2019
Q1 		$3.83M Sell
71,300
-57,776
-45% -$2.94M 0.16% 134
2018
Q4 		$5.83M Sell
129,076
-40,971
-24% -$1.96M 0.28% 90
2018
Q3 		$8.77M Buy
170,047
+18,970
+13% +$921K 0.42% 55
2018
Q2 		$6.66M Buy
151,077
+59,814
+66% +$2.76M 0.4% 55
2018
Q1 		$4.17M Buy
91,263
+5,510
+6% +$274K 0.29% 85
2017
Q4 		$4.05M Buy
85,753
+20,289
+31% +$995K 0.31% 84
2017
Q3 		$3.17M Buy
65,464
+2,923
+5% +$145K 0.32% 79
2017
Q2 		$3.13M Buy
62,541
+43,120
+222% +$1.97M 0.35% 76
2017
Q1 		$866K Buy
19,421
+7,329
+61% +$305K 0.13% 139
2016
Q4 		$464K Buy
+12,092
New +$473K 0.21% 112

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

Steward Partners Investment Advisory's ORCL Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Oracle (ORCL) stake by 3.3% in Q2 2026, selling an estimated $1.43M and leaving 233,556 shares worth $34.2M. The position accounts for 0.17% of the portfolio, ranked #113.

Steward Partners Investment Advisory first reported a position in ORCL in Q4 2016 and has held it in 39 quarters since. The position peaked at $67.3M in Q3 2025. 3,503 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Steward Partners Investment Advisory held 233,556 shares of Oracle worth $34.2M as of Q2 2026.
  • Steward Partners Investment Advisory sold 7,878 Oracle shares in Q2 2026, an estimated $1.43M.
  • Oracle made up 0.17% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #113 holding.
  • Steward Partners Investment Advisory first reported a position in Oracle in Q4 2016 and has held it in 39 quarters since.
  • Steward Partners Investment Advisory's Oracle position peaked at $67.3M in Q3 2025.
  • 3,503 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.