Covestor
ORCL icon

Covestor’s Oracle ORCL Stock Holding History

Covestor’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 		$127K Sell
923
-35
-4% -$4.94K 0.08% 238
2026
Q2 		$140K Buy
958
+50
+6% +$9.06K 0.08% 213
2026
Q1 		$134K Sell
908
-185
-17% -$30.1K 0.09% 181
2025
Q4 		$213K Sell
1,093
-66
-6% -$15.7K 0.11% 191
2025
Q3 		$326K Buy
1,159
+114
+11% +$29K 0.18% 66
2025
Q2 		$228K Sell
1,045
-114
-10% -$18.4K 0.13% 136
2025
Q1 		$162K Sell
1,159
-31
-3% -$5.05K 0.11% 222
2024
Q4 		$198K Sell
1,190
-38
-3% -$6.75K 0.12% 178
2024
Q3 		$209K Sell
1,228
-127
-9% -$18.4K 0.13% 153
2024
Q2 		$191K Buy
1,355
+26
+2% +$3.23K 0.12% 173
2024
Q1 		$167K Buy
1,329
+347
+35% +$39.7K 0.11% 232
2023
Q4 		$104K Buy
982
+148
+18% +$16.2K 0.07% 472
2023
Q3 		$89K Sell
834
-215
-20% -$24.9K 0.07% 490
2023
Q2 		$125K Sell
1,049
-107
-9% -$11.1K 0.1% 319
2023
Q1 		$107K Sell
1,156
-1,467
-56% -$129K 0.09% 342
2022
Q4 		$214K Sell
2,623
-447
-15% -$34K 0.17% 93
2022
Q3 		$188K Buy
3,070
+1,035
+51% +$75.8K 0.17% 93
2022
Q2 		$143K Buy
2,035
+40
+2% +$2.93K 0.11% 220
2022
Q1 		$165K Buy
1,995
+1,109
+125% +$89.8K 0.11% 227
2021
Q4 		$77K Buy
+886
New +$83.2K 0.11% 293

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

Covestor's ORCL Position: Q3 2026 in Review

Covestor reduced its Oracle (ORCL) stake by 3.7% in Q3 2026, selling an estimated $4.94K and leaving 923 shares worth $127K. The position accounts for 0.08% of the portfolio, ranked #238.

Covestor first reported a position in ORCL in Q4 2021 and has held it in 20 quarters since. The position peaked at $326K in Q3 2025. 1,513 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Covestor held 923 shares of Oracle worth $127K as of Q3 2026.
  • Covestor sold 35 Oracle shares in Q3 2026, an estimated $4.94K.
  • Oracle made up 0.08% of Covestor's portfolio in Q3 2026, its #238 holding.
  • Covestor first reported a position in Oracle in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Oracle position peaked at $326K in Q3 2025.
  • 1,513 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.