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Strategic Wealth Partners’s Oracle ORCL Stock Holding History

Strategic Wealth 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 		$16.8M Buy
114,381
+1,968
+2% +$320K 1.17% 18
2025
Q4 		$21.9M Buy
112,413
+43,899
+64% +$10.5M 1.5% 11
2025
Q3 		$19.3M Sell
68,514
-31,430
-31% -$8M 1.44% 11
2025
Q2 		$21.9M Buy
+99,944
New +$16.1M 1.72% 10
2024
Q4 		$11.6M Buy
66,481
+16,078
+32% +$2.86M 0.96% 29
2024
Q3 		$8.59M Sell
50,403
-10,923
-18% -$1.58M 0.83% 33
2024
Q2 		$8.66M Buy
61,326
+2,786
+5% +$346K 0.9% 29
2024
Q1 		$7.35M Buy
58,540
+4,214
+8% +$482K 0.81% 38
2023
Q4 		$5.73M Buy
54,326
+14,484
+36% +$1.58M 0.71% 42
2023
Q3 		$4.22M Buy
39,842
+3,496
+10% +$405K 0.56% 43
2023
Q2 		$4.33M Sell
36,346
-30,741
-46% -$3.18M 0.56% 43
2023
Q1 		$6.23M Buy
67,087
+595
+0.9% +$52.2K 0.96% 18
2022
Q4 		$5.44M Buy
66,492
+7,950
+14% +$604K 1.01% 18
2022
Q3 		$3.58M Buy
58,542
+1,317
+2% +$96.4K 0.76% 31
2022
Q2 		$4M Buy
+57,225
New +$4.19M 0.86% 28
2020
Q2 		– Sell
-5,705
Closed -$302K – 160
2020
Q1 		$302K Hold
5,705
– – 0.16% 110
2019
Q4 		$302K Sell
5,705
-1,592
-22% -$87.6K 0.16% 110
2019
Q3 		$92.3K Sell
7,297
-5,102
-41% -$282K 0.47% 61
2019
Q2 		$706K Buy
12,399
+1,633
+15% +$88.4K 0.34% 78
2019
Q1 		$587K Buy
10,766
+3,778
+54% +$192K 0.27% 93
2018
Q4 		$343K Sell
6,988
-169
-2% -$8.1K 0.17% 105
2018
Q3 		$369K Sell
7,157
-295
-4% -$14.3K 0.2% 105
2018
Q2 		$328K Sell
7,452
-6,704
-47% -$309K 0.19% 112
2018
Q1 		$648K Sell
14,156
-1,595
-10% -$79.3K 0.33% 104
2017
Q4 		$776K Buy
+15,751
New +$773K 0.43% 81

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

Strategic Wealth Partners's ORCL Position: Q1 2026 in Review

Strategic Wealth Partners increased its Oracle (ORCL) stake by 1.8% in Q1 2026, buying an estimated $320K and bringing the position to 114,381 shares worth $16.8M. The position accounts for 1.17% of the portfolio, ranked #18.

Strategic Wealth Partners first reported a position in ORCL in Q4 2017 and has held it in 25 quarters since. The position peaked at $21.9M in Q4 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Strategic Wealth Partners held 114,381 shares of Oracle worth $16.8M as of Q1 2026.
  • Strategic Wealth Partners bought 1,968 Oracle shares in Q1 2026, an estimated $320K.
  • Oracle made up 1.17% of Strategic Wealth Partners's portfolio in Q1 2026, its #18 holding.
  • Strategic Wealth Partners first reported a position in Oracle in Q4 2017 and has held it in 25 quarters since.
  • Strategic Wealth Partners's Oracle position peaked at $21.9M in Q4 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.