Stratos Wealth Partners’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $15.2M | Sell |
103,156
-1,369
| -1% | -$223K | 0.17% | 120 |
|
|
2025
Q4 | $20.4M | Sell |
104,525
-8,722
| -8% | -$2.08M | 0.23% | 84 |
|
|
2025
Q3 | $31.8M | Buy |
113,247
+13,846
| +14% | +$3.53M | 0.38% | 48 |
|
|
2025
Q2 | $21.7M | Sell |
99,401
-1,864
| -2% | -$301K | 0.29% | 70 |
|
|
2025
Q1 | $14.2M | Sell |
101,265
-3,056
| -3% | -$498K | 0.22% | 104 |
|
|
2024
Q4 | $17.4M | Buy |
104,321
+2,408
| +2% | +$428K | 0.25% | 80 |
|
|
2024
Q3 | $17.4M | Buy |
101,913
+5,620
| +6% | +$814K | 0.25% | 79 |
|
|
2024
Q2 | $13.6M | Sell |
96,293
-1,363
| -1% | -$169K | 0.22% | 94 |
|
|
2024
Q1 | $12.3M | Buy |
97,656
+5,031
| +5% | +$576K | 0.2% | 111 |
|
|
2023
Q4 | $9.77M | Sell |
92,625
-3,770
| -4% | -$411K | 0.18% | 124 |
|
|
2023
Q3 | $10.2M | Buy |
96,395
+14,844
| +18% | +$1.72M | 0.22% | 96 |
|
|
2023
Q2 | $9.71M | Buy |
81,551
+3,948
| +5% | +$408K | 0.22% | 97 |
|
|
2023
Q1 | $7.21M | Sell |
77,603
-4,277
| -5% | -$375K | 0.19% | 115 |
|
|
2022
Q4 | $6.69M | Sell |
81,880
-442
| -0.5% | -$33.6K | 0.17% | 133 |
|
|
2022
Q3 | $5.03M | Sell |
82,322
-2,076
| -2% | -$152K | 0.14% | 154 |
|
|
2022
Q2 | $5.9M | Sell |
84,398
-5,495
| -6% | -$402K | 0.15% | 142 |
|
|
2022
Q1 | $7.44M | Buy |
89,893
+1,056
| +1% | +$85.5K | 0.17% | 122 |
|
|
2021
Q4 | $7.75M | Buy |
88,837
+3,345
| +4% | +$314K | 0.17% | 124 |
|
|
2021
Q3 | $7.45M | Buy |
85,492
+5,744
| +7% | +$507K | 0.19% | 114 |
|
|
2021
Q2 | $6.21M | Sell |
79,748
-434
| -0.5% | -$34K | 0.15% | 144 |
|
|
2021
Q1 | $5.63M | Sell |
80,182
-9,957
| -11% | -$645K | 0.16% | 143 |
|
|
2020
Q4 | $5.83M | Sell |
90,139
-28,661
| -24% | -$1.71M | 0.17% | 132 |
|
|
2020
Q3 | $7.09M | Buy |
118,800
+803
| +0.7% | +$45.6K | 0.23% | 105 |
|
|
2020
Q2 | $6.52M | Sell |
117,997
-2,183
| -2% | -$116K | 0.23% | 103 |
|
|
2020
Q1 | $5.81M | Sell |
120,180
-6,122
| -5% | -$316K | 0.27% | 83 |
|
|
2019
Q4 | $6.69M | Sell |
126,302
-105
| -0.1% | -$5.78K | 0.26% | 80 |
|
|
2019
Q3 | $6.96M | Buy |
126,407
+2,280
| +2% | +$126K | 0.3% | 67 |
|
|
2019
Q2 | $7.07M | Buy |
124,127
+4,162
| +3% | +$225K | 0.31% | 65 |
|
|
2019
Q1 | $6.44M | Sell |
119,965
-1,574
| -1% | -$80.2K | 0.29% | 67 |
|
|
2018
Q4 | $5.49M | Buy |
121,539
+3,932
| +3% | +$188K | 0.28% | 69 |
|
|
2018
Q3 | $6.06M | Sell |
117,607
-996
| -0.8% | -$48.4K | 0.27% | 73 |
|
|
2018
Q2 | $5.23M | Sell |
118,603
-4,590
| -4% | -$211K | 0.23% | 83 |
|
|
2018
Q1 | $5.64M | Buy |
123,193
+7,308
| +6% | +$363K | 0.24% | 90 |
|
|
2017
Q4 | $5.48M | Sell |
115,885
-5,638
| -5% | -$277K | 0.25% | 80 |
|
|
2017
Q3 | $5.88M | Sell |
121,523
-21,706
| -15% | -$1.08M | 0.28% | 75 |
|
|
2017
Q2 | $7.18M | Buy |
143,229
+3,747
| +3% | +$171K | 0.37% | 57 |
|
|
2017
Q1 | $6.22M | Buy |
139,482
+30,039
| +27% | +$1.25M | 0.35% | 63 |
|
|
2016
Q4 | $4.21M | Buy |
109,443
+18,075
| +20% | +$707K | 0.26% | 86 |
|
|
2016
Q3 | $3.59M | Buy |
91,368
+14,642
| +19% | +$597K | 0.24% | 85 |
|
|
2016
Q2 | $3.14M | Buy |
76,726
+25,592
| +50% | +$1.02M | 0.23% | 86 |
|
|
2016
Q1 | $2.09M | Buy |
51,134
+2,315
| +5% | +$85.7K | 0.18% | 103 |
|
|
2015
Q4 | $1.78M | Sell |
48,819
-2,159
| -4% | -$82.4K | 0.15% | 118 |
|
|
2015
Q3 | $1.84M | Buy |
50,978
+5,653
| +12% | +$217K | 0.23% | 87 |
|
|
2015
Q2 | $1.83M | Sell |
45,325
-5,731
| -11% | -$249K | 0.23% | 86 |
|
|
2015
Q1 | $2.21M | Buy |
51,056
+1,881
| +4% | +$81.5K | 0.26% | 78 |
|
|
2014
Q4 | $2.21M | Buy |
49,175
+3,280
| +7% | +$133K | 0.4% | 62 |
|
|
2014
Q3 | $1.76M | Buy |
45,895
+17,863
| +64% | +$723K | 0.41% | 60 |
|
|
2014
Q2 | $1.13M | Buy |
+28,032
| New | +$1.15M | 0.38% | 79 |
|
Other funds holding ORCL
VCM
VPM
Stratos Wealth Partners's ORCL Position: Q1 2026 in Review
Stratos Wealth Partners reduced its Oracle (ORCL) stake by 1.3% in Q1 2026, selling an estimated $223K and leaving 103,156 shares worth $15.2M. The position accounts for 0.17% of the portfolio, ranked #120.
Stratos Wealth Partners first reported a position in ORCL in Q2 2014 and has held it in 48 quarters since. The position peaked at $31.8M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Stratos Wealth Partners held 103,156 shares of Oracle worth $15.2M as of Q1 2026.
- Stratos Wealth Partners sold 1,369 Oracle shares in Q1 2026, an estimated $223K.
- Oracle made up 0.17% of Stratos Wealth Partners's portfolio in Q1 2026, its #120 holding.
- Stratos Wealth Partners first reported a position in Oracle in Q2 2014 and has held it in 48 quarters since.
- Stratos Wealth Partners's Oracle position peaked at $31.8M in Q3 2025.
- 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.