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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
Q2 		$19.9M Buy
135,920
+21,539
+19% +$3.9M 1.23% 17
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 $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

Strategic Wealth Partners's ORCL Position: Q2 2026 in Review

Strategic Wealth Partners increased its Oracle (ORCL) stake by 19% in Q2 2026, buying an estimated $3.9M and bringing the position to 135,920 shares worth $19.9M. The position accounts for 1.23% of the portfolio, ranked #17.

Strategic Wealth Partners first reported a position in ORCL in Q4 2017 and has held it in 26 quarters since. The position peaked at $21.9M in Q4 2025. 3,518 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Strategic Wealth Partners held 135,920 shares of Oracle worth $19.9M as of Q2 2026.
  • Strategic Wealth Partners bought 21,539 Oracle shares in Q2 2026, an estimated $3.9M.
  • Oracle made up 1.23% of Strategic Wealth Partners's portfolio in Q2 2026, its #17 holding.
  • Strategic Wealth Partners first reported a position in Oracle in Q4 2017 and has held it in 26 quarters since.
  • Strategic Wealth Partners's Oracle position peaked at $21.9M in Q4 2025.
  • 3,518 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.