Ariadne Wealth Management’s Oracle ORCL Stock Holding History

Ariadne 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	$920K	Buy	6,701 +783	+13%	+$110K	0.4%	59
2026 Q2	$867K	Sell	5,918 -357	-6%	-$64.7K	0.38%	65
2026 Q1	$923K	Buy	6,275 +184	+3%	+$29.9K	0.41%	55
2025 Q4	$953K	Buy	6,091 +146	+2%	+$34.8K	0.39%	58
2025 Q3	$1.29M	Sell	5,945 -65	-1%	-$16.6K	0.58%	41
2025 Q2	$1.47M	Buy	6,010 +192	+3%	+$31K	0.7%	34
2025 Q1	$875K	Sell	5,818 -701	-11%	-$114K	0.46%	57
2024 Q4	$1.17M	Buy	6,519 +351	+6%	+$62.4K	0.53%	44
2024 Q3	$1.15M	Buy	+6,168	New	+$893K	0.63%	39

Other funds holding ORCL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

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

Ariadne Wealth Management increased its Oracle (ORCL) stake by 13% in Q3 2026, buying an estimated $110K and bringing the position to 6,701 shares worth $920K. The position accounts for 0.4% of the portfolio, ranked #59.

Ariadne Wealth Management first reported a position in ORCL in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.47M in Q2 2025. 2,069 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Ariadne Wealth Management held 6,701 shares of Oracle worth $920K as of Q3 2026.
Ariadne Wealth Management bought 783 Oracle shares in Q3 2026, an estimated $110K.
Oracle made up 0.4% of Ariadne Wealth Management's portfolio in Q3 2026, its #59 holding.
Ariadne Wealth Management first reported a position in Oracle in Q3 2024 and has held it in 9 quarters since.
Ariadne Wealth Management's Oracle position peaked at $1.47M in Q2 2025.
2,069 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Ariadne Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.