Atticus Wealth Management
ORCL icon

Atticus Wealth Management’s Oracle ORCL Stock Holding History

Atticus 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 		$757K Buy
5,517
+129
+2% +$18.2K 0.17% 81
2026
Q2 		$790K Buy
5,388
+593
+12% +$107K 0.19% 79
2026
Q1 		$705K Sell
4,795
-948
-17% -$154K 0.19% 84
2025
Q4 		$1.12M Sell
5,743
-2
-0% -$476 0.28% 56
2025
Q3 		$1.62M Buy
5,745
+478
+9% +$122K 0.41% 45
2025
Q2 		$1.15M Buy
5,267
+3,731
+243% +$602K 0.31% 46
2025
Q1 		$215K Buy
1,536
+1
+0.1% +$163 0.07% 114
2024
Q4 		$256K Hold
1,535
– – 0.08% 104
2024
Q3 		$262K Sell
1,535
-18
-1% -$2.61K 0.08% 109
2024
Q2 		$219K Sell
1,553
-301
-16% -$37.4K 0.07% 108
2024
Q1 		$233K Sell
1,854
-698
-27% -$79.9K 0.08% 116
2023
Q4 		$269K Buy
2,552
+337
+15% +$36.8K 0.09% 104
2023
Q3 		$235K Buy
2,215
+25
+1% +$2.89K 0.09% 115
2023
Q2 		$261K Sell
2,190
-22
-1% -$2.28K 0.1% 114
2023
Q1 		$206K Buy
2,212
+626
+39% +$54.9K 0.08% 130
2022
Q4 		$130K Sell
1,586
-110
-6% -$8.36K 0.05% 161
2022
Q3 		$118K Hold
1,696
– – 0.06% 152
2022
Q2 		$118K Buy
1,696
+1,237
+269% +$90.6K 0.05% 169
2022
Q1 		$38K Sell
459
-1,000
-69% -$81K 0.01% 272
2021
Q4 		$127K Buy
1,459
+1,000
+218% +$93.9K 0.05% 147
2021
Q3 		$40K Sell
459
-55
-11% -$4.86K 0.02% 259
2021
Q2 		$40K Buy
514
+75
+17% +$5.87K 0.02% 247
2021
Q1 		$31K Sell
439
-259
-37% -$16.8K 0.01% 247
2020
Q4 		$45K Hold
698
– – 0.02% 218
2020
Q3 		$42K Buy
698
+298
+75% +$16.9K 0.03% 187
2020
Q2 		$22K Hold
400
– – 0.01% 203
2020
Q1 		$19K Hold
400
– – 0.02% 205
2019
Q4 		$21K Buy
+400
New +$22K 0.01% 221

Other funds holding ORCL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Atticus Wealth Management increased its Oracle (ORCL) stake by 2.4% in Q3 2026, buying an estimated $18.2K and bringing the position to 5,517 shares worth $757K. The position accounts for 0.17% of the portfolio, ranked #81.

Atticus Wealth Management first reported a position in ORCL in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.62M in Q3 2025. 1,876 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Atticus Wealth Management held 5,517 shares of Oracle worth $757K as of Q3 2026.
  • Atticus Wealth Management bought 129 Oracle shares in Q3 2026, an estimated $18.2K.
  • Oracle made up 0.17% of Atticus Wealth Management's portfolio in Q3 2026, its #81 holding.
  • Atticus Wealth Management first reported a position in Oracle in Q4 2019 and has held it in 28 quarters since.
  • Atticus Wealth Management's Oracle position peaked at $1.62M in Q3 2025.
  • 1,876 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

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