Aaron Wealth Advisors
ORCL icon

Aaron Wealth Advisors’s Oracle ORCL Stock Holding History

Aaron Wealth 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 		$2.95M Sell
21,461
-1,953
-8% -$276K 0.14% 89
2026
Q2 		$3.43M Buy
23,414
+1,259
+6% +$228K 0.17% 73
2026
Q1 		$3.26M Sell
22,155
-835
-4% -$136K 0.19% 70
2025
Q4 		$4.48M Buy
22,990
+3,276
+17% +$780K 0.24% 47
2025
Q3 		$5.54M Buy
19,714
+2,691
+16% +$685K 0.33% 36
2025
Q2 		$3.72M Buy
17,023
+512
+3% +$82.7K 0.38% 40
2025
Q1 		$2.31M Buy
16,511
+176
+1% +$28.7K 0.26% 59
2024
Q4 		$2.72M Sell
16,335
-937
-5% -$166K 0.32% 48
2024
Q3 		$2.94M Buy
17,272
+1,160
+7% +$168K 0.35% 41
2024
Q2 		$2.28M Sell
16,112
-27
-0.2% -$3.35K 0.32% 48
2024
Q1 		$2.03M Buy
16,139
+1,746
+12% +$200K 0.29% 49
2023
Q4 		$1.52M Sell
14,393
-19,813
-58% -$2.16M 0.25% 53
2023
Q3 		$3.62M Sell
34,206
-102
-0.3% -$11.8K 0.47% 35
2023
Q2 		$4.09M Buy
34,308
+416
+1% +$43K 0.53% 36
2023
Q1 		$3.15M Buy
33,892
+515
+2% +$45.2K 0.43% 42
2022
Q4 		$2.73M Buy
33,377
+4,385
+15% +$333K 0.4% 48
2022
Q3 		$1.77M Buy
28,992
+256
+0.9% +$18.7K 0.33% 58
2022
Q2 		$2.01M Sell
28,736
-50
-0.2% -$3.66K 0.5% 40
2022
Q1 		$2.38M Buy
28,786
+19,824
+221% +$1.61M 0.55% 33
2021
Q4 		$781K Buy
8,962
+612
+7% +$57.5K 0.22% 66
2021
Q3 		$727K Buy
8,350
+36
+0.4% +$3.18K 0.21% 63
2021
Q2 		$647K Sell
8,314
-427
-5% -$33.4K 0.21% 70
2021
Q1 		$613K Buy
8,741
+5,484
+168% +$355K 0.23% 70
2020
Q4 		$210K Buy
+3,257
New +$194K 0.08% 125

Other funds holding ORCL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

Aaron Wealth Advisors reduced its Oracle (ORCL) stake by 8.3% in Q3 2026, selling an estimated $276K and leaving 21,461 shares worth $2.95M. The position accounts for 0.14% of the portfolio, ranked #89.

Aaron Wealth Advisors first reported a position in ORCL in Q4 2020 and has held it in 24 quarters since. The position peaked at $5.54M in Q3 2025. 1,513 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Aaron Wealth Advisors held 21,461 shares of Oracle worth $2.95M as of Q3 2026.
  • Aaron Wealth Advisors sold 1,953 Oracle shares in Q3 2026, an estimated $276K.
  • Oracle made up 0.14% of Aaron Wealth Advisors's portfolio in Q3 2026, its #89 holding.
  • Aaron Wealth Advisors first reported a position in Oracle in Q4 2020 and has held it in 24 quarters since.
  • Aaron Wealth Advisors's Oracle position peaked at $5.54M in Q3 2025.
  • 1,513 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

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