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Allen Mooney & Barnes Investment Advisors’s Oracle ORCL Stock Holding History

Allen Mooney & Barnes Investment 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 		$450K Buy
3,277
+3
+0.1% +$423 0.07% 102
2026
Q2 		$480K Sell
3,274
-998
-23% -$181K 0.07% 103
2026
Q1 		$628K Hold
4,272
– – 0.09% 93
2025
Q4 		$833K Sell
4,272
-294
-6% -$70K 0.13% 79
2025
Q3 		$1.28M Buy
4,566
+402
+10% +$102K 0.2% 64
2025
Q2 		$910K Sell
4,164
-849
-17% -$137K 0.15% 72
2025
Q1 		$701K Sell
5,013
-28
-0.6% -$4.56K 0.11% 83
2024
Q4 		$840K Sell
5,041
-264
-5% -$46.9K 0.14% 77
2024
Q3 		$904K Sell
5,305
-480
-8% -$69.5K 0.15% 76
2024
Q2 		$817K Sell
5,785
-302
-5% -$37.5K 0.15% 78
2024
Q1 		$750K Buy
6,087
+3
+0% +$343 0.14% 79
2023
Q4 		$641K Buy
6,084
+897
+17% +$97.9K 0.12% 87
2023
Q3 		$549K Buy
5,187
+4
+0.1% +$463 0.12% 83
2023
Q2 		$617K Buy
5,183
+1,944
+60% +$201K 0.14% 79
2023
Q1 		$301K Sell
3,239
-1
-0% -$88 0.07% 111
2022
Q4 		$265K Buy
+3,240
New +$246K 0.06% 116
2022
Q3 		– Sell
-3,330
Closed -$233K – 139
2022
Q2 		$233K Sell
3,330
-124
-4% -$9.08K 0.06% 124
2022
Q1 		$286K Buy
+3,454
New +$280K 0.06% 126

Other funds holding ORCL

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
IFM Investors
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
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's ORCL Position: Q3 2026 in Review

Allen Mooney & Barnes Investment Advisors increased its Oracle (ORCL) stake by 0.09% in Q3 2026, buying an estimated $423 and bringing the position to 3,277 shares worth $450K. The position accounts for 0.07% of the portfolio, ranked #102.

Allen Mooney & Barnes Investment Advisors first reported a position in ORCL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.28M in Q3 2025. 533 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Allen Mooney & Barnes Investment Advisors held 3,277 shares of Oracle worth $450K as of Q3 2026.
  • Allen Mooney & Barnes Investment Advisors bought 3 Oracle shares in Q3 2026, an estimated $423.
  • Oracle made up 0.07% of Allen Mooney & Barnes Investment Advisors's portfolio in Q3 2026, its #102 holding.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Oracle in Q1 2022 and has held it in 18 quarters since.
  • Allen Mooney & Barnes Investment Advisors's Oracle position peaked at $1.28M in Q3 2025.
  • 533 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.