Aviso Wealth Management
ORCL icon

Aviso Wealth Management’s Oracle ORCL Stock Holding History

Aviso 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 		$917K Sell
6,681
-953
-12% -$134K 0.35% 62
2026
Q2 		$1.12M Buy
7,634
+884
+13% +$160K 0.38% 55
2026
Q1 		$993K Buy
6,750
+519
+8% +$84.4K 0.45% 51
2025
Q4 		$1.21M Buy
6,231
+763
+14% +$182K 0.51% 47
2025
Q3 		$1.54M Sell
5,468
-49
-0.9% -$12.5K 0.67% 36
2025
Q2 		$1.21M Buy
5,517
+1,098
+25% +$177K 0.56% 44
2025
Q1 		$618K Buy
4,419
+64
+1% +$10.4K 0.33% 80
2024
Q4 		$726K Buy
4,355
+833
+24% +$148K 0.37% 71
2024
Q3 		$600K Buy
3,522
+147
+4% +$21.3K 0.33% 81
2024
Q2 		$476K Buy
3,375
+235
+7% +$29.2K 0.28% 81
2024
Q1 		$394K Buy
3,140
+464
+17% +$53.1K 0.25% 95
2023
Q4 		$282K Buy
+2,676
New +$292K 0.2% 110

Other funds holding ORCL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

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

Aviso Wealth Management reduced its Oracle (ORCL) stake by 12% in Q3 2026, selling an estimated $134K and leaving 6,681 shares worth $917K. The position accounts for 0.35% of the portfolio, ranked #62.

Aviso Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.54M in Q3 2025. 3,030 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Aviso Wealth Management held 6,681 shares of Oracle worth $917K as of Q3 2026.
  • Aviso Wealth Management sold 953 Oracle shares in Q3 2026, an estimated $134K.
  • Oracle made up 0.35% of Aviso Wealth Management's portfolio in Q3 2026, its #62 holding.
  • Aviso Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 12 quarters since.
  • Aviso Wealth Management's Oracle position peaked at $1.54M in Q3 2025.
  • 3,030 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.