Cypress Wealth Services
ORCL icon

Cypress Wealth Services’s Oracle ORCL Stock Holding History

Cypress Wealth Services’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
2020
Q4 		– Sell
-6,419
Closed -$383K – 442
2020
Q3 		$383K Buy
+6,419
New +$365K 0.1% 164

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Cypress Wealth Services's ORCL Position: Q3 2026 in Review

Cypress Wealth Services reduced its Oracle (ORCL) stake by 1.5% in Q3 2026, selling an estimated $14K and leaving 6,502 shares worth $941K. The position accounts for 0.11% of the portfolio, ranked #140.

Cypress Wealth Services first reported a position in ORCL in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.58M in Q3 2025. 2,211 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Cypress Wealth Services held 6,502 shares of Oracle worth $941K as of Q3 2026.
  • Cypress Wealth Services sold 99 Oracle shares in Q3 2026, an estimated $14K.
  • Oracle made up 0.11% of Cypress Wealth Services's portfolio in Q3 2026, its #140 holding.
  • Cypress Wealth Services first reported a position in Oracle in Q4 2017 and has held it in 35 quarters since.
  • Cypress Wealth Services's Oracle position peaked at $1.58M in Q3 2025.
  • 2,211 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.