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Colton Groome Financial Advisors’s Oracle ORCL Stock Holding History

Colton Groome Financial 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 		– Sell
-3,194
Closed -$468K – 170
2026
Q2 		$468K Sell
3,194
-1
-0% -$181 0.11% 105
2026
Q1 		$470K Sell
3,195
-496
-13% -$80.6K 0.13% 84
2025
Q4 		$719K Buy
3,691
+9
+0.2% +$2.14K 0.21% 71
2025
Q3 		$1.04M Buy
3,682
+179
+5% +$45.6K 0.32% 56
2025
Q2 		$766K Buy
3,503
+496
+16% +$80.1K 0.26% 62
2025
Q1 		$423K Hold
3,007
– – 0.16% 80
2024
Q4 		$501K Buy
3,007
+527
+21% +$93.6K 0.19% 68
2024
Q3 		$423K Sell
2,480
-75
-3% -$10.9K 0.16% 85
2024
Q2 		$361K Sell
2,555
-100
-4% -$12.4K 0.14% 84
2024
Q1 		$333K Sell
2,655
-50
-2% -$5.72K 0.13% 88
2023
Q4 		$285K Sell
2,705
-75
-3% -$8.19K 0.12% 96
2023
Q3 		$294K Sell
2,780
-80
-3% -$9.26K 0.15% 92
2023
Q2 		$341K Hold
2,860
– – 0.16% 87
2023
Q1 		$266K Sell
2,860
-670
-19% -$58.8K 0.13% 107
2022
Q4 		$289K Hold
3,530
– – 0.14% 103
2022
Q3 		$216K Hold
3,530
– – 0.11% 109
2022
Q2 		$247K Buy
3,530
+90
+3% +$6.59K 0.12% 90
2022
Q1 		$285K Buy
+3,440
New +$279K 0.13% 87

Other funds holding ORCL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Colton Groome Financial Advisors's ORCL Position: Q3 2026 in Review

Colton Groome Financial Advisors sold out of Oracle (ORCL) in Q3 2026, closing a stake of 3,194 shares — an estimated $468K sold.

Colton Groome Financial Advisors first reported a position in ORCL in Q1 2022 and held it in 18 quarters. The position peaked at $1.04M in Q3 2025. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Colton Groome Financial Advisors reported no remaining Oracle position as of Q3 2026 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 3,194 Oracle shares in Q3 2026, an estimated $468K.
  • Colton Groome Financial Advisors first reported a position in Oracle in Q1 2022 and held it in 18 quarters.
  • Colton Groome Financial Advisors's Oracle position peaked at $1.04M in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.