Broadway Wealth Solutions
ORCL icon

Broadway Wealth Solutions’s Oracle ORCL Stock Holding History

Broadway Wealth Solutions’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 		$218K Hold
1,586
– – 0.1% 86
2026
Q2 		$232K Hold
1,586
– – 0.11% 84
2026
Q1 		$233K Hold
1,586
– – 0.12% 85
2025
Q4 		$309K Hold
1,586
– – 0.17% 65
2025
Q3 		$446K Hold
1,586
– – 0.25% 33
2025
Q2 		$347K Sell
1,586
-93
-6% -$15K 0.22% 43
2025
Q1 		$235K Sell
1,679
-25
-1% -$4.07K 0.17% 75
2024
Q4 		$284K Buy
+1,704
New +$303K 0.22% 66

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Broadway Wealth Solutions's ORCL Position: Q3 2026 in Review

Broadway Wealth Solutions held its Oracle (ORCL) position steady in Q3 2026 at 1,586 shares worth $218K. The position accounts for 0.1% of the portfolio, ranked #86.

Broadway Wealth Solutions first reported a position in ORCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $446K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Broadway Wealth Solutions held 1,586 shares of Oracle worth $218K as of Q3 2026.
  • Broadway Wealth Solutions left its Oracle share count unchanged in Q3 2026.
  • Oracle made up 0.1% of Broadway Wealth Solutions's portfolio in Q3 2026, its #86 holding.
  • Broadway Wealth Solutions first reported a position in Oracle in Q4 2024 and has held it in 8 quarters since.
  • Broadway Wealth Solutions's Oracle position peaked at $446K in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Broadway Wealth Solutions's 13F filing for Q3 2026, filed 21 Oct 2026.