Aprio Wealth Management
ORCL icon

Aprio Wealth Management’s Oracle ORCL Stock Holding History

Aprio 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 		$1.39M Sell
10,090
-1,731
-15% -$244K 0.06% 191
2026
Q2 		$1.73M Buy
11,821
+1,160
+11% +$210K 0.09% 160
2026
Q1 		$1.57M Buy
10,661
+456
+4% +$74.1K 0.09% 146
2025
Q4 		$1.99M Buy
10,205
+5,575
+120% +$1.33M 0.11% 122
2025
Q3 		$1.3M Buy
4,630
+210
+5% +$53.5K 0.13% 109
2025
Q2 		$966K Buy
4,420
+1,449
+49% +$234K 0.11% 113
2025
Q1 		$415K Buy
2,971
+346
+13% +$56.3K 0.05% 202
2024
Q4 		$437K Buy
2,625
+326
+14% +$57.9K 0.06% 146
2024
Q3 		$392K Buy
2,299
+209
+10% +$30.3K 0.06% 150
2024
Q2 		$295K Sell
2,090
-123
-6% -$15.3K 0.05% 168
2024
Q1 		$278K Buy
+2,213
New +$253K 0.05% 170
2023
Q3 		– Sell
-1,721
Closed -$205K – 193
2023
Q2 		$205K Buy
+1,721
New +$178K 0.06% 146

Other funds holding ORCL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Aprio Wealth Management reduced its Oracle (ORCL) stake by 15% in Q3 2026, selling an estimated $244K and leaving 10,090 shares worth $1.39M. The position accounts for 0.06% of the portfolio, ranked #191.

Aprio Wealth Management first reported a position in ORCL in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.99M in Q4 2025. 2,691 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Aprio Wealth Management held 10,090 shares of Oracle worth $1.39M as of Q3 2026.
  • Aprio Wealth Management sold 1,731 Oracle shares in Q3 2026, an estimated $244K.
  • Oracle made up 0.06% of Aprio Wealth Management's portfolio in Q3 2026, its #191 holding.
  • Aprio Wealth Management first reported a position in Oracle in Q2 2023 and has held it in 12 quarters since.
  • Aprio Wealth Management's Oracle position peaked at $1.99M in Q4 2025.
  • 2,691 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.