CWC Advisors
ORCL icon

CWC Advisors’s Oracle ORCL Stock Holding History

CWC Advisors’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 		$395K Buy
2,879
+20
+0.7% +$2.82K 0.18% 113
2026
Q2 		$419K Sell
2,859
-15
-0.5% -$2.72K 0.19% 111
2026
Q1 		$423K Buy
2,874
+73
+3% +$11.9K 0.2% 102
2025
Q4 		$546K Sell
2,801
-71
-2% -$16.9K 0.26% 89
2025
Q3 		$808K Sell
2,872
-334
-10% -$85.1K 0.4% 58
2025
Q2 		$701K Buy
3,206
+601
+23% +$97K 0.36% 64
2025
Q1 		$364K Buy
2,605
+10
+0.4% +$1.63K 0.21% 96
2024
Q4 		$432K Sell
2,595
-322
-11% -$57.2K 0.43% 64
2024
Q3 		$497K Buy
+2,917
New +$423K 0.49% 60

Other funds holding ORCL

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
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
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

CWC Advisors's ORCL Position: Q3 2026 in Review

CWC Advisors increased its Oracle (ORCL) stake by 0.7% in Q3 2026, buying an estimated $2.82K and bringing the position to 2,879 shares worth $395K. The position accounts for 0.18% of the portfolio, ranked #113.

CWC Advisors first reported a position in ORCL in Q3 2024 and has held it in 9 quarters since. The position peaked at $808K in Q3 2025. 880 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • CWC Advisors held 2,879 shares of Oracle worth $395K as of Q3 2026.
  • CWC Advisors bought 20 Oracle shares in Q3 2026, an estimated $2.82K.
  • Oracle made up 0.18% of CWC Advisors's portfolio in Q3 2026, its #113 holding.
  • CWC Advisors first reported a position in Oracle in Q3 2024 and has held it in 9 quarters since.
  • CWC Advisors's Oracle position peaked at $808K in Q3 2025.
  • 880 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on CWC Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.