Curated Wealth Partners
ORCL icon

Curated Wealth Partners’s Oracle ORCL Stock Holding History

Curated Wealth Partners’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 		$1.52M Buy
11,084
+8,342
+304% +$1.18M 0.13% 77
2026
Q2 		$402K Sell
2,742
-896
-25% -$162K 0.05% 132
2026
Q1 		$535K Buy
3,638
+985
+37% +$160K 0.07% 110
2025
Q4 		$517K Sell
2,653
-64
-2% -$15.2K 0.06% 117
2025
Q3 		$764K Buy
+2,717
New +$692K 0.09% 73

Other funds holding ORCL

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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Curated Wealth Partners's ORCL Position: Q3 2026 in Review

Curated Wealth Partners increased its Oracle (ORCL) stake by 304% in Q3 2026, buying an estimated $1.18M and bringing the position to 11,084 shares worth $1.52M. The position accounts for 0.13% of the portfolio, ranked #77.

Curated Wealth Partners first reported a position in ORCL in Q3 2025 and has held it in 5 quarters since. 1,249 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Curated Wealth Partners held 11,084 shares of Oracle worth $1.52M as of Q3 2026.
  • Curated Wealth Partners bought 8,342 Oracle shares in Q3 2026, an estimated $1.18M.
  • Oracle made up 0.13% of Curated Wealth Partners's portfolio in Q3 2026, its #77 holding.
  • Curated Wealth Partners first reported a position in Oracle in Q3 2025 and has held it in 5 quarters since.
  • 1,249 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Curated Wealth Partners's 13F filing for Q3 2026, filed 15 Oct 2026.