Exencial Wealth Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.01M | Sell |
20,455
-3,717
| -15% | -$604K | 0.09% | 190 |
|
|
2025
Q4 | $4.71M | Sell |
24,172
-37,282
| -61% | -$8.88M | 0.15% | 142 |
|
|
2025
Q3 | $17.3M | Sell |
61,454
-17,617
| -22% | -$4.49M | 0.56% | 48 |
|
|
2025
Q2 | $17.3M | Sell |
79,071
-30,975
| -28% | -$5M | 0.61% | 44 |
|
|
2025
Q1 | $15.4M | Sell |
110,046
-8,425
| -7% | -$1.37M | 0.57% | 50 |
|
|
2024
Q4 | $19.7M | Sell |
118,471
-30,281
| -20% | -$5.38M | 0.72% | 35 |
|
|
2024
Q3 | $25.3M | Sell |
148,752
-8,248
| -5% | -$1.19M | 0.91% | 21 |
|
|
2024
Q2 | $22.2M | Sell |
157,000
-9,852
| -6% | -$1.22M | 0.83% | 24 |
|
|
2024
Q1 | $21M | Sell |
166,852
-1,887
| -1% | -$216K | 0.78% | 29 |
|
|
2023
Q4 | $17.8M | Sell |
168,739
-659
| -0.4% | -$71.9K | 0.72% | 34 |
|
|
2023
Q3 | $17.9M | Sell |
169,398
-43,073
| -20% | -$4.99M | 0.87% | 28 |
|
|
2023
Q2 | $25.3M | Sell |
212,471
-64,030
| -23% | -$6.62M | 1.16% | 14 |
|
|
2023
Q1 | $25.7M | Sell |
276,501
-830
| -0.3% | -$72.8K | 1.33% | 12 |
|
|
2022
Q4 | $22.7M | Buy |
277,331
+7,097
| +3% | +$539K | 1.22% | 11 |
|
|
2022
Q3 | $16.5M | Buy |
270,234
+121,255
| +81% | +$8.88M | 1% | 22 |
|
|
2022
Q2 | $10.4M | Sell |
148,979
-2,909
| -2% | -$213K | 0.59% | 48 |
|
|
2022
Q1 | $12.6M | Buy |
151,888
+2,638
| +2% | +$214K | 0.63% | 42 |
|
|
2021
Q4 | $13M | Sell |
149,250
-45,754
| -23% | -$4.3M | 0.63% | 39 |
|
|
2021
Q3 | $17M | Buy |
195,004
+41,307
| +27% | +$3.65M | 0.74% | 21 |
|
|
2021
Q2 | $12M | Sell |
153,697
-130,272
| -46% | -$10.2M | 0.65% | 33 |
|
|
2021
Q1 | $19.9M | Buy |
283,969
+22,589
| +9% | +$1.46M | 1.18% | 15 |
|
|
2020
Q4 | $16.9M | Sell |
261,380
-145,072
| -36% | -$8.64M | 1.15% | 17 |
|
|
2020
Q3 | $24.3M | Buy |
406,452
+93,214
| +30% | +$5.3M | 1.29% | 12 |
|
|
2020
Q2 | $17.3M | Buy |
313,238
+197,074
| +170% | +$10.4M | 1.5% | 10 |
|
|
2020
Q1 | $5.61M | Buy |
116,164
+2,098
| +2% | +$108K | 1% | 26 |
|
|
2019
Q4 | $6.04M | Buy |
114,066
+4,272
| +4% | +$235K | 1.05% | 21 |
|
|
2019
Q3 | $6.04M | Buy |
109,794
+43,240
| +65% | +$2.39M | 1.3% | 14 |
|
|
2019
Q2 | $3.79M | Sell |
66,554
-1,940
| -3% | -$105K | 0.88% | 40 |
|
|
2019
Q1 | $3.68M | Buy |
68,494
+5,402
| +9% | +$275K | 0.87% | 41 |
|
|
2018
Q4 | $2.85M | Buy |
+63,092
| New | +$3.02M | 0.76% | 49 |
|
|
2017
Q4 | – | Sell |
-4,408
| Closed | -$213K | – | 187 |
|
|
2017
Q3 | $213K | Buy |
+4,408
| New | +$219K | 0.07% | 164 |
|
|
2016
Q4 | – | Sell |
-5,802
| Closed | -$223K | – | 173 |
|
|
2016
Q3 | $223K | Buy |
5,802
+394
| +7% | +$16.1K | 0.1% | 149 |
|
|
2016
Q2 | $221K | Buy |
+5,408
| New | +$216K | 0.1% | 143 |
|
Other funds holding ORCL
VCM
VPM
Exencial Wealth Advisors's ORCL Position: Q1 2026 in Review
Exencial Wealth Advisors reduced its Oracle (ORCL) stake by 15% in Q1 2026, selling an estimated $604K and leaving 20,455 shares worth $3.01M. The position accounts for 0.09% of the portfolio, ranked #190.
Exencial Wealth Advisors first reported a position in ORCL in Q2 2016 and has held it in 33 quarters since. The position peaked at $25.7M in Q1 2023. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Exencial Wealth Advisors held 20,455 shares of Oracle worth $3.01M as of Q1 2026.
- Exencial Wealth Advisors sold 3,717 Oracle shares in Q1 2026, an estimated $604K.
- Oracle made up 0.09% of Exencial Wealth Advisors's portfolio in Q1 2026, its #190 holding.
- Exencial Wealth Advisors first reported a position in Oracle in Q2 2016 and has held it in 33 quarters since.
- Exencial Wealth Advisors's Oracle position peaked at $25.7M in Q1 2023.
- 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.