Alterna Wealth Management
ORCL icon

Alterna Wealth Management’s Oracle ORCL Stock Holding History

Alterna 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 		$453K Buy
3,302
+1,370
+71% +$193K 0.25% 72
2026
Q2 		$283K Sell
1,932
-93
-5% -$16.9K 0.16% 89
2026
Q1 		$298K Buy
2,025
+900
+80% +$146K 0.23% 79
2025
Q4 		$219K Buy
+1,125
New +$268K 0.18% 95
2025
Q3 		– Sell
-1,360
Closed -$297K – 107
2025
Q2 		$297K Buy
+1,360
New +$220K 0.24% 80
2023
Q1 		– Sell
-3,289
Closed -$269K – 124
2022
Q4 		$269K Hold
3,289
– – 0.3% 59
2022
Q3 		$201K Buy
+3,289
New +$241K 0.24% 76
2019
Q1 		– Sell
-25,490
Closed -$1.28M – 267
2018
Q4 		$1.28M Buy
+25,490
New +$1.22M 0.21% 81

Other funds holding ORCL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

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

Alterna Wealth Management increased its Oracle (ORCL) stake by 71% in Q3 2026, buying an estimated $193K and bringing the position to 3,302 shares worth $453K. The position accounts for 0.25% of the portfolio, ranked #72.

Alterna Wealth Management first reported a position in ORCL in Q4 2018 and has held it in 8 quarters since. The position peaked at $1.28M in Q4 2018. 1,845 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Alterna Wealth Management held 3,302 shares of Oracle worth $453K as of Q3 2026.
  • Alterna Wealth Management bought 1,370 Oracle shares in Q3 2026, an estimated $193K.
  • Oracle made up 0.25% of Alterna Wealth Management's portfolio in Q3 2026, its #72 holding.
  • Alterna Wealth Management first reported a position in Oracle in Q4 2018 and has held it in 8 quarters since.
  • Alterna Wealth Management's Oracle position peaked at $1.28M in Q4 2018.
  • 1,845 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Alterna Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.