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Elevation Wealth Partners’s Oracle ORCL Stock Holding History

Elevation Wealth Partners’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 		$27K Sell
197
-92
-32% -$13K 0.01% 580
2026
Q2 		$42.3K Buy
289
+20
+7% +$3.63K 0.01% 347
2026
Q1 		$39.6K Buy
269
+20
+8% +$3.25K 0.01% 274
2025
Q4 		$48.6K Sell
249
-69
-22% -$16.4K 0.02% 243
2025
Q3 		$89.4K Buy
+318
New +$81K 0.03% 186

Other funds holding ORCL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Elevation Wealth Partners's ORCL Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Oracle (ORCL) stake by 32% in Q3 2026, selling an estimated $13K and leaving 197 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #580.

Elevation Wealth Partners first reported a position in ORCL in Q3 2025 and has held it in 5 quarters since. The position peaked at $89.4K in Q3 2025. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Elevation Wealth Partners held 197 shares of Oracle worth $27K as of Q3 2026.
  • Elevation Wealth Partners sold 92 Oracle shares in Q3 2026, an estimated $13K.
  • Oracle made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #580 holding.
  • Elevation Wealth Partners first reported a position in Oracle in Q3 2025 and has held it in 5 quarters since.
  • Elevation Wealth Partners's Oracle position peaked at $89.4K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.