Crown Wealth Group
ORCL icon

Crown Wealth Group’s Oracle ORCL Stock Holding History

Crown Wealth Group’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 		$323K Sell
2,356
-863
-27% -$122K 0.08% 101
2026
Q2 		$472K Buy
3,219
+229
+8% +$41.5K 0.12% 82
2026
Q1 		$440K Buy
2,990
+701
+31% +$114K 0.13% 78
2025
Q4 		$446K Sell
2,289
-199
-8% -$47.4K 0.12% 72
2025
Q3 		$700K Buy
2,488
+799
+47% +$203K 0.21% 55
2025
Q2 		$369K Sell
1,689
-165
-9% -$26.6K 0.14% 71
2025
Q1 		$259K Buy
1,854
+471
+34% +$76.7K 0.13% 80
2024
Q4 		$230K Buy
1,383
+107
+8% +$19K 0.09% 99
2024
Q3 		$217K Buy
+1,276
New +$185K 0.09% 108

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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 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

Crown Wealth Group's ORCL Position: Q3 2026 in Review

Crown Wealth Group reduced its Oracle (ORCL) stake by 27% in Q3 2026, selling an estimated $122K and leaving 2,356 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #101.

Crown Wealth Group first reported a position in ORCL in Q3 2024 and has held it in 9 quarters since. The position peaked at $700K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Crown Wealth Group held 2,356 shares of Oracle worth $323K as of Q3 2026.
  • Crown Wealth Group sold 863 Oracle shares in Q3 2026, an estimated $122K.
  • Oracle made up 0.08% of Crown Wealth Group's portfolio in Q3 2026, its #101 holding.
  • Crown Wealth Group first reported a position in Oracle in Q3 2024 and has held it in 9 quarters since.
  • Crown Wealth Group's Oracle position peaked at $700K in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.