BlueSky Wealth Advisors’s Oracle ORCL Stock Holding History

BlueSky 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	$627K	Buy	4,566 +802	+21%	+$113K	0.07%	69
2026 Q2	$552K	Sell	3,764 -78	-2%	-$14.1K	0.06%	71
2026 Q1	$565K	Buy	3,842 +313	+9%	+$50.9K	0.07%	68
2025 Q4	$688K	Hold	3,529	–	–	0.09%	52
2025 Q3	$992K	Sell	3,529 -281	-7%	-$71.6K	0.13%	45
2025 Q2	$833K	Sell	3,810 -550	-13%	-$88.8K	0.12%	45
2025 Q1	$610K	Hold	4,360	–	–	0.09%	52
2024 Q4	$727K	Hold	4,360	–	–	0.11%	48
2024 Q3	$743K	Hold	4,360	–	–	0.12%	48
2024 Q2	$616K	Buy	+4,360	New	+$541K	0.1%	50
2024 Q1	–	Sell	-2,079	Closed	-$219K	–	45
2023 Q4	$219K	Hold	2,079	–	–	0.04%	66
2023 Q3	$220K	Sell	2,079 -87	-4%	-$10.1K	0.05%	64
2023 Q2	$258K	Hold	2,166	–	–	0.05%	65
2023 Q1	$201K	Buy	+2,166	New	+$190K	0.04%	67
2022 Q1	–	Sell	-2,525	Closed	-$220K	–	69
2021 Q4	$220K	Hold	2,525	–	–	0.04%	67
2021 Q3	$220K	Hold	2,525	–	–	0.04%	63
2021 Q2	$222K	Buy	+2,525	New	+$198K	0.04%	62

Other funds holding ORCL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

BlueSky Wealth Advisors's ORCL Position: Q3 2026 in Review

BlueSky Wealth Advisors increased its Oracle (ORCL) stake by 21% in Q3 2026, buying an estimated $113K and bringing the position to 4,566 shares worth $627K. The position accounts for 0.07% of the portfolio, ranked #69.

BlueSky Wealth Advisors first reported a position in ORCL in Q2 2021 and has held it in 17 quarters since. The position peaked at $992K in Q3 2025. 2,491 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

BlueSky Wealth Advisors held 4,566 shares of Oracle worth $627K as of Q3 2026.
BlueSky Wealth Advisors bought 802 Oracle shares in Q3 2026, an estimated $113K.
Oracle made up 0.07% of BlueSky Wealth Advisors's portfolio in Q3 2026, its #69 holding.
BlueSky Wealth Advisors first reported a position in Oracle in Q2 2021 and has held it in 17 quarters since.
BlueSky Wealth Advisors's Oracle position peaked at $992K in Q3 2025.
2,491 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on BlueSky Wealth Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.