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Crumly & Associates’s Oracle ORCL Stock Holding History

Crumly & Associates’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 		$596K Buy
4,342
+1,064
+32% +$150K 0.11% 111
2026
Q2 		$480K Buy
3,278
+211
+7% +$38.2K 0.09% 122
2026
Q1 		$451K Buy
3,067
+1,401
+84% +$228K 0.09% 126
2025
Q4 		$325K Buy
+1,666
New +$397K 0.07% 146

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

Crumly & Associates's ORCL Position: Q3 2026 in Review

Crumly & Associates increased its Oracle (ORCL) stake by 32% in Q3 2026, buying an estimated $150K and bringing the position to 4,342 shares worth $596K. The position accounts for 0.11% of the portfolio, ranked #111.

Crumly & Associates first reported a position in ORCL in Q4 2025 and has held it in 4 quarters since. 1,513 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Crumly & Associates held 4,342 shares of Oracle worth $596K as of Q3 2026.
  • Crumly & Associates bought 1,064 Oracle shares in Q3 2026, an estimated $150K.
  • Oracle made up 0.11% of Crumly & Associates's portfolio in Q3 2026, its #111 holding.
  • Crumly & Associates first reported a position in Oracle in Q4 2025 and has held it in 4 quarters since.
  • 1,513 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Crumly & Associates's 13F filing for Q3 2026, filed 7 Oct 2026.