Able Wealth Management
ORCL icon

Able Wealth Management’s Oracle ORCL Stock Holding History

Able Wealth Management’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 		$546K Buy
3,830
+1,692
+79% +$239K 0.12% 78
2026
Q2 		$276K Buy
+2,138
New +$387K 0.06% 118
2024
Q1 		– Sell
-82
Closed -$8.63K – 425
2023
Q4 		$8.63K Buy
+82
New +$8.95K 0.01% 297

Other funds holding ORCL

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Able Wealth Management's ORCL Position: Q3 2026 in Review

Able Wealth Management increased its Oracle (ORCL) stake by 79% in Q3 2026, buying an estimated $239K and bringing the position to 3,830 shares worth $546K. The position accounts for 0.12% of the portfolio, ranked #78.

Able Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 3 quarters since. 1,163 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Able Wealth Management held 3,830 shares of Oracle worth $546K as of Q3 2026.
  • Able Wealth Management bought 1,692 Oracle shares in Q3 2026, an estimated $239K.
  • Oracle made up 0.12% of Able Wealth Management's portfolio in Q3 2026, its #78 holding.
  • Able Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 3 quarters since.
  • 1,163 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Able Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.