Accurate Wealth Management
ORCL icon

Accurate Wealth Management’s Oracle ORCL Stock Holding History

Accurate 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 		$1.26M Sell
8,777
-10,827
-55% -$1.53M 0.11% 189
2026
Q2 		$2.76M Buy
19,604
+3,096
+19% +$561K 0.26% 81
2026
Q1 		$2.28M Buy
16,508
+3,491
+27% +$567K 0.27% 85
2025
Q4 		$2.58M Buy
13,017
+1,484
+13% +$353K 0.33% 61
2025
Q3 		$3.45M Buy
11,533
+1,041
+10% +$265K 0.46% 43
2025
Q2 		$2.47M Buy
10,492
+1,293
+14% +$209K 0.38% 67
2025
Q1 		$1.22M Sell
9,199
-1,430
-13% -$233K 0.23% 101
2024
Q4 		$1.64M Buy
10,629
+3,783
+55% +$672K 0.32% 78
2024
Q3 		$1.19M Buy
6,846
+1,068
+18% +$155K 0.24% 99
2024
Q2 		$827K Buy
5,778
+344
+6% +$42.7K 0.2% 111
2024
Q1 		$624K Buy
5,434
+425
+8% +$48.6K 0.18% 125
2023
Q4 		$525K Buy
5,009
+1,459
+41% +$159K 0.16% 130
2023
Q3 		$387K Buy
3,550
+350
+11% +$40.5K 0.12% 162
2023
Q2 		$382K Buy
3,200
+254
+9% +$26.3K 0.12% 170
2023
Q1 		$276K Buy
2,946
+338
+13% +$29.6K 0.1% 198
2022
Q4 		$226K Buy
+2,608
New +$198K 0.08% 200

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

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

Accurate Wealth Management reduced its Oracle (ORCL) stake by 55% in Q3 2026, selling an estimated $1.53M and leaving 8,777 shares worth $1.26M. The position accounts for 0.11% of the portfolio, ranked #189.

Accurate Wealth Management first reported a position in ORCL in Q4 2022 and has held it in 16 quarters since. The position peaked at $3.45M in Q3 2025. 2,224 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Accurate Wealth Management held 8,777 shares of Oracle worth $1.26M as of Q3 2026.
  • Accurate Wealth Management sold 10,827 Oracle shares in Q3 2026, an estimated $1.53M.
  • Oracle made up 0.11% of Accurate Wealth Management's portfolio in Q3 2026, its #189 holding.
  • Accurate Wealth Management first reported a position in Oracle in Q4 2022 and has held it in 16 quarters since.
  • Accurate Wealth Management's Oracle position peaked at $3.45M in Q3 2025.
  • 2,224 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.