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Allied Investment Advisors’s Oracle ORCL Stock Holding History

Allied 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 		$240K Sell
1,750
-300
-15% -$42.3K 0.02% 98
2026
Q2 		$300K Hold
2,050
– – 0.04% 87
2026
Q1 		$302K Hold
2,050
– – 0.04% 79
2025
Q4 		$400K Hold
2,050
– – 0.06% 71
2025
Q3 		$577K Hold
2,050
– – 0.09% 59
2025
Q2 		$448K Hold
2,050
– – 0.08% 61
2025
Q1 		$287K Sell
2,050
-26
-1% -$4.23K 0.05% 71
2024
Q4 		$346K Buy
2,076
+371
+22% +$65.9K 0.07% 62
2024
Q3 		$291K Hold
1,705
– – 0.06% 62
2024
Q2 		$241K Buy
+1,705
New +$212K 0.06% 63

Other funds holding ORCL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
PL
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
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

Allied Investment Advisors's ORCL Position: Q3 2026 in Review

Allied Investment Advisors reduced its Oracle (ORCL) stake by 15% in Q3 2026, selling an estimated $42.3K and leaving 1,750 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #98.

Allied Investment Advisors first reported a position in ORCL in Q2 2024 and has held it in 10 quarters since. The position peaked at $577K in Q3 2025. 304 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Allied Investment Advisors held 1,750 shares of Oracle worth $240K as of Q3 2026.
  • Allied Investment Advisors sold 300 Oracle shares in Q3 2026, an estimated $42.3K.
  • Oracle made up 0.02% of Allied Investment Advisors's portfolio in Q3 2026, its #98 holding.
  • Allied Investment Advisors first reported a position in Oracle in Q2 2024 and has held it in 10 quarters since.
  • Allied Investment Advisors's Oracle position peaked at $577K in Q3 2025.
  • 304 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Allied Investment Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.