Barlow Wealth Partners’s Oracle ORCL Stock Holding History

Barlow Wealth Partners’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	$207K	Hold	1,433	–	–	0.02%	150
2026 Q2	$201K	Hold	1,433	–	–	0.02%	149
2026 Q1	$251K	Hold	1,433	–	–	0.03%	122
2025 Q4	$284K	Buy	1,433 +80	+6%	+$19K	0.03%	109
2025 Q3	$369K	Sell	1,353 -70	-5%	-$17.8K	0.04%	96
2025 Q2	$327K	Buy	+1,423	New	+$230K	0.04%	98
2025 Q1	–	Sell	-1,424	Closed	-$225K	–	141
2024 Q4	$225K	Sell	1,424 -1,395	-49%	-$248K	0.03%	128
2024 Q3	$479K	Hold	2,819	–	–	0.06%	91
2024 Q2	$391K	Sell	2,819 -414	-13%	-$51.4K	0.05%	96
2024 Q1	$392K	Hold	3,233	–	–	0.05%	98
2023 Q4	$341K	Buy	+3,233	New	+$353K	0.05%	102

Other funds holding ORCL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Barlow Wealth Partners's ORCL Position: Q3 2026 in Review

Barlow Wealth Partners held its Oracle (ORCL) position steady in Q3 2026 at 1,433 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #150.

Barlow Wealth Partners first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $479K in Q3 2024. 2,069 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Barlow Wealth Partners held 1,433 shares of Oracle worth $207K as of Q3 2026.
Barlow Wealth Partners left its Oracle share count unchanged in Q3 2026.
Oracle made up 0.02% of Barlow Wealth Partners's portfolio in Q3 2026, its #150 holding.
Barlow Wealth Partners first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Barlow Wealth Partners's Oracle position peaked at $479K in Q3 2024.
2,069 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Barlow Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.