Blake Schutter Theil Wealth Advisors’s Oracle ORCL Stock Holding History

Blake Schutter Theil Wealth Advisors’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	$288K	Hold	2,101	–	–	0.2%	93
2026 Q2	$308K	Buy	2,101 +81	+4%	+$14.7K	0.21%	93
2026 Q1	$297K	Buy	2,020 +25	+1%	+$4.06K	0.24%	90
2025 Q4	$389K	Sell	1,995 -30	-1%	-$7.14K	0.32%	77
2025 Q3	$570K	Sell	2,025 -35	-2%	-$8.91K	0.56%	50
2025 Q2	$450K	Buy	2,060 +2	+0.1%	+$323	0.51%	60
2025 Q1	$288K	Sell	2,058 -83	-4%	-$13.5K	0.33%	90
2024 Q4	$357K	Sell	2,141 -7,022	-77%	-$1.25M	0.38%	76
2024 Q3	$1.56M	Buy	+9,163	New	+$1.33M	1.12%	15

Other funds holding ORCL

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

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

Morgan Stanley New York $1.96T AUM 27.49% 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

Blake Schutter Theil Wealth Advisors's ORCL Position: Q3 2026 in Review

Blake Schutter Theil Wealth Advisors held its Oracle (ORCL) position steady in Q3 2026 at 2,101 shares worth $288K. The position accounts for 0.2% of the portfolio, ranked #93.

Blake Schutter Theil Wealth Advisors first reported a position in ORCL in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.56M in Q3 2024. 3,030 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Blake Schutter Theil Wealth Advisors held 2,101 shares of Oracle worth $288K as of Q3 2026.
Blake Schutter Theil Wealth Advisors left its Oracle share count unchanged in Q3 2026.
Oracle made up 0.2% of Blake Schutter Theil Wealth Advisors's portfolio in Q3 2026, its #93 holding.
Blake Schutter Theil Wealth Advisors first reported a position in Oracle in Q3 2024 and has held it in 9 quarters since.
Blake Schutter Theil Wealth Advisors's Oracle position peaked at $1.56M in Q3 2024.
3,030 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Blake Schutter Theil Wealth Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.