Cascade Wealth Advisors
ORCL icon

Cascade Wealth Advisors’s Oracle ORCL Stock Holding History

Cascade 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 		$232K Hold
1,995
– – 0.1% 65
2026
Q2 		$293K Buy
1,995
+800
+67% +$145K 0.12% 58
2026
Q1 		$234K Buy
+1,195
New +$194K 0.1% 57

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

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

Cascade Wealth Advisors held its Oracle (ORCL) position steady in Q3 2026 at 1,995 shares worth $232K. The position accounts for 0.1% of the portfolio, ranked #65.

Cascade Wealth Advisors first reported a position in ORCL in Q1 2026 and has held it in 3 quarters since. The position peaked at $293K in Q2 2026. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Cascade Wealth Advisors held 1,995 shares of Oracle worth $232K as of Q3 2026.
  • Cascade Wealth Advisors left its Oracle share count unchanged in Q3 2026.
  • Oracle made up 0.1% of Cascade Wealth Advisors's portfolio in Q3 2026, its #65 holding.
  • Cascade Wealth Advisors first reported a position in Oracle in Q1 2026 and has held it in 3 quarters since.
  • Cascade Wealth Advisors's Oracle position peaked at $293K in Q2 2026.
  • 2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Cascade Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.