4Wealth Advisors
ORCL icon

4Wealth Advisors’s Oracle ORCL Stock Holding History

4Wealth Advisors’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 		– Sell
-2,889
Closed -$427K – 158
2026
Q2 		$427K Buy
2,889
+61
+2% +$11.1K 0.33% 91
2026
Q1 		$393K Buy
2,828
+354
+14% +$57.5K 0.34% 95
2025
Q4 		$482K Buy
2,474
+1,114
+82% +$265K 0.41% 84
2025
Q3 		$383K Sell
1,360
-1,124
-45% -$286K 0.34% 92
2025
Q2 		$543K Sell
2,484
-46
-2% -$7.43K 0.55% 63
2025
Q1 		$354K Buy
2,530
+669
+36% +$109K 0.39% 94
2024
Q4 		$310K Buy
+1,861
New +$331K 0.31% 112

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

4Wealth Advisors's ORCL Position: Q3 2026 in Review

4Wealth Advisors sold out of Oracle (ORCL) in Q3 2026, closing a stake of 2,889 shares — an estimated $427K sold.

4Wealth Advisors first reported a position in ORCL in Q4 2024 and held it in 7 quarters. The position peaked at $543K in Q2 2025. 2,069 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • 4Wealth Advisors reported no remaining Oracle position as of Q3 2026 after selling out during the quarter.
  • 4Wealth Advisors sold 2,889 Oracle shares in Q3 2026, an estimated $427K.
  • 4Wealth Advisors first reported a position in Oracle in Q4 2024 and held it in 7 quarters.
  • 4Wealth Advisors's Oracle position peaked at $543K in Q2 2025.
  • 2,069 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.