Boyd Wealth Management’s Oracle ORCL Stock Holding History

Boyd 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	$746K	Buy	5,433 +70	+1%	+$9.9K	0.26%	35
2026 Q2	$786K	Buy	5,363 +8	+0.1%	+$1.45K	0.3%	30
2026 Q1	$788K	Buy	5,355 +19	+0.4%	+$3.09K	0.33%	27
2025 Q4	$1.04M	Buy	5,336 +21	+0.4%	+$5K	0.44%	26
2025 Q3	$1.49M	Sell	5,315 -5,737	-52%	-$1.46M	0.64%	24
2025 Q2	$2.42M	Hold	11,052	–	–	1.05%	17
2025 Q1	$1.55M	Hold	11,052	–	–	0.77%	19
2024 Q4	$1.84M	Hold	11,052	–	–	0.91%	18
2024 Q3	$1.88M	Hold	11,052	–	–	0.95%	19
2024 Q2	$1.56M	Hold	11,052	–	–	0.86%	20
2024 Q1	$1.39M	Hold	11,052	–	–	0.79%	22
2023 Q4	$1.17M	Hold	11,052	–	–	0.72%	22
2023 Q3	$1.17M	Hold	11,052	–	–	0.79%	21
2023 Q2	$1.32M	Hold	11,052	–	–	0.8%	21
2023 Q1	$1.03M	Sell	11,052 -4	-0%	-$351	0.71%	20
2022 Q4	$904K	Hold	11,056	–	–	0.66%	21
2022 Q3	$675K	Hold	11,056	–	–	0.54%	25
2022 Q2	$772K	Hold	11,056	–	–	0.63%	24
2022 Q1	$915K	Hold	11,056	–	–	0.68%	18
2021 Q4	$964K	Buy	+11,056	New	+$1.04M	0.7%	20

Other funds holding ORCL

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

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

Boyd Wealth Management increased its Oracle (ORCL) stake by 1.3% in Q3 2026, buying an estimated $9.9K and bringing the position to 5,433 shares worth $746K. The position accounts for 0.26% of the portfolio, ranked #35.

Boyd Wealth Management first reported a position in ORCL in Q4 2021 and has held it in 20 quarters since. The position peaked at $2.42M in Q2 2025. 794 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Boyd Wealth Management held 5,433 shares of Oracle worth $746K as of Q3 2026.
Boyd Wealth Management bought 70 Oracle shares in Q3 2026, an estimated $9.9K.
Oracle made up 0.26% of Boyd Wealth Management's portfolio in Q3 2026, its #35 holding.
Boyd Wealth Management first reported a position in Oracle in Q4 2021 and has held it in 20 quarters since.
Boyd Wealth Management's Oracle position peaked at $2.42M in Q2 2025.
794 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

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