Acima Private Wealth’s Oracle ORCL Stock Holding History

Acima Private Wealth’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	$330K	Hold	2,400	–	–	0.1%	91
2026 Q2	$352K	Hold	2,400	–	–	0.1%	91
2026 Q1	$353K	Hold	2,400	–	–	0.11%	92
2025 Q4	$468K	Hold	2,400	–	–	0.15%	77
2025 Q3	$675K	Hold	2,400	–	–	0.21%	65
2025 Q2	$525K	Hold	2,400	–	–	0.18%	70
2025 Q1	$336K	Hold	2,400	–	–	0.12%	94
2024 Q4	$400K	Hold	2,400	–	–	0.13%	86
2024 Q3	$409K	Hold	2,400	–	–	0.14%	88
2024 Q2	$339K	Hold	2,400	–	–	0.12%	91
2024 Q1	$301K	Sell	2,400 -66	-3%	-$7.55K	0.11%	105
2023 Q4	$260K	Hold	2,466	–	–	0.1%	114
2023 Q3	$261K	Hold	2,466	–	–	0.12%	115
2023 Q2	$294K	Hold	2,466	–	–	0.14%	108
2023 Q1	$229K	Buy	2,466 +66	+3%	+$5.79K	0.11%	120
2022 Q4	$196K	Hold	2,400	–	–	0.1%	122
2022 Q3	$147K	Hold	2,400	–	–	0.08%	125
2022 Q2	$168K	Hold	2,400	–	–	0.08%	125
2022 Q1	$199K	Hold	2,400	–	–	0.09%	125
2021 Q4	$209K	Hold	2,400	–	–	0.09%	128
2021 Q3	$209K	Hold	2,400	–	–	0.1%	122
2021 Q2	$187K	Hold	2,400	–	–	0.09%	130
2021 Q1	$168K	Sell	2,400 -2,500	-51%	-$162K	0.08%	130
2020 Q4	$317K	Hold	4,900	–	–	0.16%	94
2020 Q3	$293K	Hold	4,900	–	–	0.18%	92
2020 Q2	$271K	Hold	4,900	–	–	0.18%	99
2020 Q1	$237K	Sell	4,900 -500	-9%	-$25.8K	0.18%	98
2019 Q4	$286K	Buy	5,400 +500	+10%	+$27.5K	0.2%	109
2019 Q3	$269K	Hold	4,900	–	–	0.21%	106
2019 Q2	$279K	Hold	4,900	–	–	0.22%	99
2019 Q1	$263K	Hold	4,900	–	–	0.23%	98
2018 Q4	$221K	Buy	+4,900	New	+$235K	0.22%	102

Other funds holding ORCL

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

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

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

CIPU

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

GIM

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

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

FSA

Franklin Street Advisors Chapel Hill, North Carolina $1.82B AUM 22.19% 1-Year Est. Return

Acima Private Wealth's ORCL Position: Q3 2026 in Review

Acima Private Wealth held its Oracle (ORCL) position steady in Q3 2026 at 2,400 shares worth $330K. The position accounts for 0.1% of the portfolio, ranked #91.

Acima Private Wealth first reported a position in ORCL in Q4 2018 and has held it in 32 quarters since. The position peaked at $675K in Q3 2025. 399 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Acima Private Wealth held 2,400 shares of Oracle worth $330K as of Q3 2026.
Acima Private Wealth left its Oracle share count unchanged in Q3 2026.
Oracle made up 0.1% of Acima Private Wealth's portfolio in Q3 2026, its #91 holding.
Acima Private Wealth first reported a position in Oracle in Q4 2018 and has held it in 32 quarters since.
Acima Private Wealth's Oracle position peaked at $675K in Q3 2025.
399 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Acima Private Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.