CWS Financial Advisors
ORCL icon

CWS Financial Advisors’s Oracle ORCL Stock Holding History

CWS Financial 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 		$204K Sell
1,488
-6
-0.4% -$847 0.05% 169
2026
Q2 		$219K Hold
1,494
– – 0.05% 165
2026
Q1 		$220K Buy
1,494
+14
+0.9% +$2.28K 0.06% 144
2025
Q4 		$288K Hold
1,480
– – 0.08% 118
2025
Q3 		$416K Buy
1,480
+1
+0.1% +$255 0.12% 98
2025
Q2 		$323K Sell
1,479
-227
-13% -$36.7K 0.09% 106
2025
Q1 		$238K Buy
1,706
+500
+41% +$81.4K 0.08% 120
2024
Q4 		$201K Buy
+1,206
New +$214K 0.07% 124
2024
Q1 		– Sell
-3,622
Closed -$382K – 137
2023
Q4 		$382K Sell
3,622
-858
-19% -$93.6K 0.14% 107
2023
Q3 		$475K Sell
4,480
-254
-5% -$29.4K 0.19% 83
2023
Q2 		$564K Sell
4,734
-1,517
-24% -$157K 0.21% 71
2023
Q1 		$581K Buy
6,251
+568
+10% +$49.8K 0.23% 71
2022
Q4 		$399K Sell
5,683
-354
-6% -$26.9K 0.17% 90
2022
Q3 		$369K Buy
6,037
+16
+0.3% +$1.17K 0.18% 93
2022
Q2 		$421K Buy
6,021
+27
+0.5% +$1.98K 0.19% 89
2022
Q1 		$496K Sell
5,994
-2
-0% -$162 0.19% 84
2021
Q4 		$523K Buy
+5,996
New +$563K 0.18% 78
2021
Q2 		$442K Hold
5,683
– – 0.18% 87
2021
Q1 		$399K Hold
5,683
– – 0.17% 90
2020
Q4 		$368K Sell
5,683
-12
-0.2% -$714 0.21% 86
2020
Q3 		$340K Hold
5,695
– – 0.23% 86
2020
Q2 		$315K Buy
+5,695
New +$302K 0.23% 91

Other funds holding ORCL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

CWS Financial Advisors's ORCL Position: Q3 2026 in Review

CWS Financial Advisors reduced its Oracle (ORCL) stake by 0.4% in Q3 2026, selling an estimated $847 and leaving 1,488 shares worth $204K. The position accounts for 0.05% of the portfolio, ranked #169.

CWS Financial Advisors first reported a position in ORCL in Q2 2020 and has held it in 22 quarters since. The position peaked at $581K in Q1 2023. 1,845 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • CWS Financial Advisors held 1,488 shares of Oracle worth $204K as of Q3 2026.
  • CWS Financial Advisors sold 6 Oracle shares in Q3 2026, an estimated $847.
  • Oracle made up 0.05% of CWS Financial Advisors's portfolio in Q3 2026, its #169 holding.
  • CWS Financial Advisors first reported a position in Oracle in Q2 2020 and has held it in 22 quarters since.
  • CWS Financial Advisors's Oracle position peaked at $581K in Q1 2023.
  • 1,845 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on CWS Financial Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.