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Downshift Financial’s Oracle ORCL Stock Holding History

Downshift Financial’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 		$13.7K Buy
+100
New +$14.1K 0.01% 279

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Downshift Financial's ORCL Position: Q3 2026 in Review

Downshift Financial reduced its Oracle (ORCL) stake by 0.91% in Q3 2026, selling an estimated $988 and leaving 760 shares worth $104K. The position accounts for 0.05% of the portfolio, ranked #112.

Downshift Financial first reported a position in ORCL in Q2 2026 and has held it in 2 quarters since. The position peaked at $112K in Q2 2026. 640 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Downshift Financial held 760 shares of Oracle worth $104K as of Q3 2026.
  • Downshift Financial sold 7 Oracle shares in Q3 2026, an estimated $988.
  • Oracle made up 0.05% of Downshift Financial's portfolio in Q3 2026, its #112 holding.
  • Downshift Financial first reported a position in Oracle in Q2 2026 and has held it in 2 quarters since.
  • Downshift Financial's Oracle position peaked at $112K in Q2 2026.
  • 640 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Downshift Financial's 13F filing for Q3 2026, filed 13 Oct 2026.