ARS Wealth Advisors Group
ORCL icon

ARS Wealth Advisors Group’s Oracle ORCL Stock Holding History

ARS Wealth Advisors Group’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 		$457K Buy
3,327
+6
+0.2% +$847 0.03% 146
2026
Q2 		$487K Buy
3,321
+1,229
+59% +$223K 0.04% 139
2026
Q1 		$308K Sell
2,092
-29
-1% -$4.71K 0.03% 162
2025
Q4 		$413K Sell
2,121
-107
-5% -$25.5K 0.04% 123
2025
Q3 		$627K Sell
2,228
-67
-3% -$17.1K 0.06% 98
2025
Q2 		$502K Sell
2,295
-170
-7% -$27.5K 0.06% 105
2025
Q1 		$345K Buy
2,465
+341
+16% +$55.5K 0.05% 110
2024
Q4 		$354K Buy
2,124
+83
+4% +$14.7K 0.05% 109
2024
Q3 		$348K Sell
2,041
-53
-3% -$7.68K 0.04% 121
2024
Q2 		$296K Buy
2,094
+2
+0.1% +$248 0.04% 128
2024
Q1 		$263K Sell
2,092
-182
-8% -$20.8K 0.04% 140
2023
Q4 		$240K Sell
2,274
-198
-8% -$21.6K 0.04% 136
2023
Q3 		$262K Sell
2,472
-355
-13% -$41.1K 0.04% 124
2023
Q2 		$337K Buy
+2,827
New +$292K 0.05% 106
2022
Q2 		– Sell
-2,925
Closed -$242K – 159
2022
Q1 		$242K Sell
2,925
-159
-5% -$12.9K 0.04% 115
2021
Q4 		$269K Buy
3,084
+600
+24% +$56.3K 0.05% 117
2021
Q3 		$216K Buy
+2,484
New +$219K 0.04% 124

Other funds holding ORCL

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
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
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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

ARS Wealth Advisors Group's ORCL Position: Q3 2026 in Review

ARS Wealth Advisors Group increased its Oracle (ORCL) stake by 0.18% in Q3 2026, buying an estimated $847 and bringing the position to 3,327 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #146.

ARS Wealth Advisors Group first reported a position in ORCL in Q3 2021 and has held it in 17 quarters since. The position peaked at $627K in Q3 2025. 1,372 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • ARS Wealth Advisors Group held 3,327 shares of Oracle worth $457K as of Q3 2026.
  • ARS Wealth Advisors Group bought 6 Oracle shares in Q3 2026, an estimated $847.
  • Oracle made up 0.03% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #146 holding.
  • ARS Wealth Advisors Group first reported a position in Oracle in Q3 2021 and has held it in 17 quarters since.
  • ARS Wealth Advisors Group's Oracle position peaked at $627K in Q3 2025.
  • 1,372 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.