Clark Asset Management
ORCL icon

Clark Asset Management’s Oracle ORCL Stock Holding History

Clark Asset 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 		$270K Sell
1,968
-648
-25% -$91.4K 0.02% 232
2026
Q2 		$383K Sell
2,616
-178
-6% -$32.3K 0.03% 181
2026
Q1 		$411K Buy
2,794
+219
+9% +$35.6K 0.04% 143
2025
Q4 		$502K Buy
2,575
+472
+22% +$112K 0.05% 121
2025
Q3 		$591K Buy
2,103
+319
+18% +$81.2K 0.07% 107
2025
Q2 		$390K Sell
1,784
-76
-4% -$12.3K 0.05% 124
2025
Q1 		$260K Buy
1,860
+441
+31% +$71.8K 0.04% 127
2024
Q4 		$236K Sell
1,419
-310
-18% -$55.1K 0.04% 123
2024
Q3 		$295K Buy
+1,729
New +$250K 0.06% 93

Other funds holding ORCL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Clark Asset Management's ORCL Position: Q3 2026 in Review

Clark Asset Management reduced its Oracle (ORCL) stake by 25% in Q3 2026, selling an estimated $91.4K and leaving 1,968 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #232.

Clark Asset Management first reported a position in ORCL in Q3 2024 and has held it in 9 quarters since. The position peaked at $591K in Q3 2025. 3,030 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Clark Asset Management held 1,968 shares of Oracle worth $270K as of Q3 2026.
  • Clark Asset Management sold 648 Oracle shares in Q3 2026, an estimated $91.4K.
  • Oracle made up 0.02% of Clark Asset Management's portfolio in Q3 2026, its #232 holding.
  • Clark Asset Management first reported a position in Oracle in Q3 2024 and has held it in 9 quarters since.
  • Clark Asset Management's Oracle position peaked at $591K in Q3 2025.
  • 3,030 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Clark Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.