Alliance Wealth Management Group’s Oracle ORCL Stock Holding History

Alliance Wealth Management Group’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	$230K	Sell	1,673 -23	-1%	-$3.24K	0.05%	90
2026 Q2	$249K	Hold	1,696	–	–	0.05%	89
2026 Q1	$249K	Buy	1,696 +150	+10%	+$24.4K	0.05%	84
2025 Q4	$301K	Sell	1,546 -13	-0.8%	-$3.1K	0.07%	80
2025 Q3	$438K	Buy	1,559 +13	+0.8%	+$3.31K	0.1%	68
2025 Q2	$338K	Hold	1,546	–	–	0.09%	69
2025 Q1	$216K	Hold	1,546	–	–	0.06%	79
2024 Q4	$258K	Hold	1,546	–	–	0.07%	76
2024 Q3	$263K	Hold	1,546	–	–	0.07%	75
2024 Q2	$218K	Buy	+1,546	New	+$192K	0.06%	80

Other funds holding ORCL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Alliance Wealth Management Group's ORCL Position: Q3 2026 in Review

Alliance Wealth Management Group reduced its Oracle (ORCL) stake by 1.4% in Q3 2026, selling an estimated $3.24K and leaving 1,673 shares worth $230K. The position accounts for 0.05% of the portfolio, ranked #90.

Alliance Wealth Management Group first reported a position in ORCL in Q2 2024 and has held it in 10 quarters since. The position peaked at $438K in Q3 2025. 2,738 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Alliance Wealth Management Group held 1,673 shares of Oracle worth $230K as of Q3 2026.
Alliance Wealth Management Group sold 23 Oracle shares in Q3 2026, an estimated $3.24K.
Oracle made up 0.05% of Alliance Wealth Management Group's portfolio in Q3 2026, its #90 holding.
Alliance Wealth Management Group first reported a position in Oracle in Q2 2024 and has held it in 10 quarters since.
Alliance Wealth Management Group's Oracle position peaked at $438K in Q3 2025.
2,738 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Alliance Wealth Management Group's 13F filing for Q3 2026, filed 29 Oct 2026.