Catalyst Private Wealth
ORCL icon

Catalyst Private Wealth’s Oracle ORCL Stock Holding History

Catalyst Private Wealth’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 		$231K Buy
+1,683
New +$237K 0.1% 92
2020
Q4 		– Sell
-345
Closed -$21K – 204
2020
Q3 		$21K Buy
+345
New +$19.6K 0.02% 164

Other funds holding ORCL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Catalyst Private Wealth's ORCL Position: Q3 2026 in Review

Catalyst Private Wealth opened a new position in Oracle (ORCL) in Q3 2026: 1,683 shares worth $231K. The stake represents 0.1% of the portfolio and ranks #92 among its holdings. This is a return to the name: Catalyst Private Wealth previously reported a position in ORCL as recently as Q3 2020.

Catalyst Private Wealth first reported a position in ORCL in Q3 2020 and has held it in 2 quarters since. 1,513 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Catalyst Private Wealth held 1,683 shares of Oracle worth $231K as of Q3 2026.
  • Oracle was a new Catalyst Private Wealth position in Q3 2026.
  • Oracle made up 0.1% of Catalyst Private Wealth's portfolio in Q3 2026, its #92 holding.
  • Catalyst Private Wealth first reported a position in Oracle in Q3 2020 and has held it in 2 quarters since.
  • 1,513 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Catalyst Private Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.