CFM Wealth Partners
ORCL icon

CFM Wealth Partners’s Oracle ORCL Stock Holding History

CFM Wealth Partners’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 		– Sell
-1,396
Closed -$205K – 152
2026
Q2 		$205K Buy
1,396
+2
+0.1% +$362 0.03% 147
2026
Q1 		$205K Buy
1,394
+2
+0.1% +$325 0.03% 141
2025
Q4 		$271K Buy
1,392
+1
+0.1% +$238 0.04% 131
2025
Q3 		$391K Buy
1,391
+322
+30% +$82K 0.06% 113
2025
Q2 		$234K Buy
+1,069
New +$173K 0.04% 129
2020
Q3 		– Sell
-2,268
Closed -$125K – 370
2020
Q2 		$125K Hold
2,268
– – 0.05% 179
2020
Q1 		$110K Sell
2,268
-335
-13% -$17.3K 0.05% 187
2019
Q4 		$144K Buy
+2,603
New +$143K 0.05% 171

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

CFM Wealth Partners's ORCL Position: Q3 2026 in Review

CFM Wealth Partners sold out of Oracle (ORCL) in Q3 2026, closing a stake of 1,396 shares — an estimated $205K sold.

CFM Wealth Partners first reported a position in ORCL in Q4 2019 and held it in 8 quarters. The position peaked at $391K in Q3 2025. 2,211 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • CFM Wealth Partners reported no remaining Oracle position as of Q3 2026 after selling out during the quarter.
  • CFM Wealth Partners sold 1,396 Oracle shares in Q3 2026, an estimated $205K.
  • CFM Wealth Partners first reported a position in Oracle in Q4 2019 and held it in 8 quarters.
  • CFM Wealth Partners's Oracle position peaked at $391K in Q3 2025.
  • 2,211 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on CFM Wealth Partners's 13F filing for Q3 2026, filed 5 Nov 2026.