STACKSTONE WEALTH, LLC’s Oracle ORCL Stock Holding History

STACKSTONE WEALTH, LLC’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 Q3	$2.71M	Buy	+19,758	New	+$2.79M	0.27%	101

Other funds holding ORCL

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

STACKSTONE WEALTH, LLC's ORCL Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in Oracle (ORCL) in Q3 2026: 19,758 shares worth $2.71M. The stake represents 0.27% of the portfolio and ranks #101 among its holdings.

689 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

STACKSTONE WEALTH, LLC held 19,758 shares of Oracle worth $2.71M as of Q3 2026.
Oracle was a new STACKSTONE WEALTH, LLC position in Q3 2026.
Oracle made up 0.27% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #101 holding.
689 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.