Atlantic Edge Private Wealth Management’s Oracle ORCL Stock Holding History

Atlantic Edge Private 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	$2.66M	Sell	19,364 -1,080	-5%	-$152K	0.55%	44
2026 Q2	$3M	Buy	20,444 +7,091	+53%	+$1.29M	0.61%	40
2026 Q1	$1.96M	Sell	13,353 -2,572	-16%	-$418K	0.48%	50
2025 Q4	$3.1M	Buy	15,925 +2,825	+22%	+$673K	0.77%	33
2025 Q3	$3.68M	Sell	13,100 -2,927	-18%	-$745K	0.95%	28
2025 Q2	$3.5M	Sell	16,027 -3,674	-19%	-$593K	0.96%	28
2025 Q1	$2.75M	Buy	19,701 +18,058	+1,099%	+$2.94M	0.84%	32
2024 Q4	$274K	Buy	1,643 +76	+5%	+$13.5K	0.08%	115
2024 Q3	$267K	Buy	1,567 +10	+0.6%	+$1.45K	0.08%	116
2024 Q2	$220K	Buy	1,557 +40	+3%	+$4.97K	0.07%	117
2024 Q1	$191K	Hold	1,517	–	–	0.07%	128
2023 Q4	$160K	Buy	+1,517	New	+$166K	0.07%	133

Other funds holding ORCL

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 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

Atlantic Edge Private Wealth Management's ORCL Position: Q3 2026 in Review

Atlantic Edge Private Wealth Management reduced its Oracle (ORCL) stake by 5.3% in Q3 2026, selling an estimated $152K and leaving 19,364 shares worth $2.66M. The position accounts for 0.55% of the portfolio, ranked #44.

Atlantic Edge Private Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.68M in Q3 2025. 2,928 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Atlantic Edge Private Wealth Management held 19,364 shares of Oracle worth $2.66M as of Q3 2026.
Atlantic Edge Private Wealth Management sold 1,080 Oracle shares in Q3 2026, an estimated $152K.
Oracle made up 0.55% of Atlantic Edge Private Wealth Management's portfolio in Q3 2026, its #44 holding.
Atlantic Edge Private Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 12 quarters since.
Atlantic Edge Private Wealth Management's Oracle position peaked at $3.68M in Q3 2025.
2,928 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.