Elevatus Welath Management
ORCL icon

Elevatus Welath Management’s Oracle ORCL Stock Holding History

Elevatus Welath Management’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 		$871K Buy
6,342
+272
+4% +$38.4K 0.21% 88
2026
Q2 		$890K Buy
6,070
+558
+10% +$101K 0.22% 94
2026
Q1 		$811K Sell
5,512
-781
-12% -$127K 0.43% 53
2025
Q4 		$1.23M Buy
6,293
+2
+0% +$476 0.34% 60
2025
Q3 		$1.77M Buy
6,291
+310
+5% +$78.9K 0.51% 47
2025
Q2 		$1.31M Buy
5,981
+448
+8% +$72.3K 0.44% 42
2025
Q1 		$774K Sell
5,533
-16
-0.3% -$2.6K 0.44% 40
2024
Q4 		$925K Buy
5,549
+99
+2% +$17.6K 0.32% 38
2024
Q3 		$929K Buy
5,450
+203
+4% +$29.4K 0.3% 41
2024
Q2 		$741K Buy
5,247
+12
+0.2% +$1.49K 0.28% 59
2024
Q1 		$658K Buy
5,235
+187
+4% +$21.4K 0.26% 47
2023
Q4 		$532K Buy
5,048
+142
+3% +$15.5K 0.24% 50
2023
Q3 		$520K Buy
4,906
+453
+10% +$52.4K 0.47% 37
2023
Q2 		$530K Buy
+4,453
New +$460K 0.37% 35

Other funds holding ORCL

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
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Elevatus Welath Management's ORCL Position: Q3 2026 in Review

Elevatus Welath Management increased its Oracle (ORCL) stake by 4.5% in Q3 2026, buying an estimated $38.4K and bringing the position to 6,342 shares worth $871K. The position accounts for 0.21% of the portfolio, ranked #88.

Elevatus Welath Management first reported a position in ORCL in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.77M in Q3 2025. 1,615 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Elevatus Welath Management held 6,342 shares of Oracle worth $871K as of Q3 2026.
  • Elevatus Welath Management bought 272 Oracle shares in Q3 2026, an estimated $38.4K.
  • Oracle made up 0.21% of Elevatus Welath Management's portfolio in Q3 2026, its #88 holding.
  • Elevatus Welath Management first reported a position in Oracle in Q2 2023 and has held it in 14 quarters since.
  • Elevatus Welath Management's Oracle position peaked at $1.77M in Q3 2025.
  • 1,615 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Elevatus Welath Management's 13F filing for Q3 2026, filed 19 Oct 2026.