Angeles Wealth Management
ORCL icon

Angeles Wealth Management’s Oracle ORCL Stock Holding History

Angeles 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 		$1.32M Sell
9,618
-1,063
-10% -$150K 0.06% 129
2026
Q2 		$1.57M Buy
10,681
+1,443
+16% +$262K 0.07% 113
2026
Q1 		$1.36M Buy
9,238
+2,128
+30% +$346K 0.07% 103
2025
Q4 		$1.39M Buy
7,110
+871
+14% +$207K 0.08% 101
2025
Q3 		$1.75M Buy
6,239
+347
+6% +$88.4K 0.11% 75
2025
Q2 		$1.29M Buy
5,892
+407
+7% +$65.7K 0.09% 81
2025
Q1 		$767K Buy
5,485
+255
+5% +$41.5K 0.06% 109
2024
Q4 		$872K Buy
5,230
+244
+5% +$43.3K 0.07% 99
2024
Q3 		$850K Sell
4,986
-75
-1% -$10.9K 0.07% 94
2024
Q2 		$715K Buy
5,061
+1,551
+44% +$193K 0.07% 101
2024
Q1 		$441K Buy
3,510
+484
+16% +$55.4K 0.04% 130
2023
Q4 		$319K Buy
3,026
+277
+10% +$30.2K 0.04% 148
2023
Q3 		$291K Buy
2,749
+10
+0.4% +$1.16K 0.04% 134
2023
Q2 		$326K Buy
2,739
+51
+2% +$5.27K 0.04% 134
2023
Q1 		$250K Sell
2,688
-56
-2% -$4.91K 0.04% 152
2022
Q4 		$224K Buy
+2,744
New +$209K 0.04% 159

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Angeles Wealth Management reduced its Oracle (ORCL) stake by 10% in Q3 2026, selling an estimated $150K and leaving 9,618 shares worth $1.32M. The position accounts for 0.06% of the portfolio, ranked #129.

Angeles Wealth Management first reported a position in ORCL in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.75M in Q3 2025. 2,211 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Angeles Wealth Management held 9,618 shares of Oracle worth $1.32M as of Q3 2026.
  • Angeles Wealth Management sold 1,063 Oracle shares in Q3 2026, an estimated $150K.
  • Oracle made up 0.06% of Angeles Wealth Management's portfolio in Q3 2026, its #129 holding.
  • Angeles Wealth Management first reported a position in Oracle in Q4 2022 and has held it in 16 quarters since.
  • Angeles Wealth Management's Oracle position peaked at $1.75M in Q3 2025.
  • 2,211 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.