APW
ORCL icon

Aurora Private Wealth’s Oracle ORCL Stock Holding History

Aurora Private Wealth’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 		$594K Buy
4,327
+2,175
+101% +$307K 0.37% 64
2026
Q2 		$315K Buy
2,152
+694
+48% +$126K 0.2% 119
2026
Q1 		$275K Hold
1,458
– – 0.2% 123
2025
Q4 		$284K Buy
+1,458
New +$347K 0.19% 123
2025
Q2 		$243K Buy
+1,111
New +$179K 0.18% 137
2022
Q1 		– Sell
-3,107
Closed -$271K – 209
2021
Q4 		$271K Sell
3,107
-39
-1% -$3.66K 0.12% 147
2021
Q3 		$274K Buy
3,146
+268
+9% +$23.7K 0.11% 165
2021
Q2 		$224K Buy
+2,878
New +$225K 0.09% 179

Other funds holding ORCL

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
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

Aurora Private Wealth's ORCL Position: Q3 2026 in Review

Aurora Private Wealth increased its Oracle (ORCL) stake by 101% in Q3 2026, buying an estimated $307K and bringing the position to 4,327 shares worth $594K. The position accounts for 0.37% of the portfolio, ranked #64.

Aurora Private Wealth first reported a position in ORCL in Q2 2021 and has held it in 8 quarters since. 1,951 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Aurora Private Wealth held 4,327 shares of Oracle worth $594K as of Q3 2026.
  • Aurora Private Wealth bought 2,175 Oracle shares in Q3 2026, an estimated $307K.
  • Oracle made up 0.37% of Aurora Private Wealth's portfolio in Q3 2026, its #64 holding.
  • Aurora Private Wealth first reported a position in Oracle in Q2 2021 and has held it in 8 quarters since.
  • 1,951 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

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