Elevated Capital Advisors
ORCL icon

Elevated Capital Advisors’s Oracle ORCL Stock Holding History

Elevated Capital 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 		$65.1K Sell
474
-2,736
-85% -$386K 0.02% 260
2026
Q2 		$470K Sell
3,210
-1,674
-34% -$303K 0.13% 132
2026
Q1 		$718K Buy
4,884
+4,570
+1,455% +$743K 0.18% 135
2025
Q4 		$61.2K Buy
+314
New +$74.8K 0.01% 336

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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Elevated Capital Advisors's ORCL Position: Q3 2026 in Review

Elevated Capital Advisors reduced its Oracle (ORCL) stake by 85% in Q3 2026, selling an estimated $386K and leaving 474 shares worth $65.1K. The position accounts for 0.02% of the portfolio, ranked #260.

Elevated Capital Advisors first reported a position in ORCL in Q4 2025 and has held it in 4 quarters since. The position peaked at $718K in Q1 2026. 2,052 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Elevated Capital Advisors held 474 shares of Oracle worth $65.1K as of Q3 2026.
  • Elevated Capital Advisors sold 2,736 Oracle shares in Q3 2026, an estimated $386K.
  • Oracle made up 0.02% of Elevated Capital Advisors's portfolio in Q3 2026, its #260 holding.
  • Elevated Capital Advisors first reported a position in Oracle in Q4 2025 and has held it in 4 quarters since.
  • Elevated Capital Advisors's Oracle position peaked at $718K in Q1 2026.
  • 2,052 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Elevated Capital Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.