Costello Asset Management
ORCL icon

Costello Asset Management’s Oracle ORCL Stock Holding History

Costello 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 		$451K Buy
3,282
+53
+2% +$7.48K 0.14% 77
2026
Q2 		$473K Sell
3,229
-120
-4% -$21.7K 0.14% 76
2026
Q1 		$493K Buy
3,349
+2
+0.1% +$325 0.17% 68
2025
Q4 		$652K Sell
3,347
-33
-1% -$7.86K 0.22% 54
2025
Q3 		$951K Buy
3,380
+87
+3% +$22.2K 0.32% 46
2025
Q2 		$720K Buy
3,293
+35
+1% +$5.65K 0.27% 51
2025
Q1 		$455K Buy
+3,258
New +$530K 0.18% 61

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
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
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

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

Costello Asset Management increased its Oracle (ORCL) stake by 1.6% in Q3 2026, buying an estimated $7.48K and bringing the position to 3,282 shares worth $451K. The position accounts for 0.14% of the portfolio, ranked #77.

Costello Asset Management first reported a position in ORCL in Q1 2025 and has held it in 7 quarters since. The position peaked at $951K in Q3 2025. 2,249 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Costello Asset Management held 3,282 shares of Oracle worth $451K as of Q3 2026.
  • Costello Asset Management bought 53 Oracle shares in Q3 2026, an estimated $7.48K.
  • Oracle made up 0.14% of Costello Asset Management's portfolio in Q3 2026, its #77 holding.
  • Costello Asset Management first reported a position in Oracle in Q1 2025 and has held it in 7 quarters since.
  • Costello Asset Management's Oracle position peaked at $951K in Q3 2025.
  • 2,249 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Costello Asset Management's 13F filing for Q3 2026, filed 30 Oct 2026.