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FAI Advisors’s Oracle ORCL Stock Holding History

FAI 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 		$892K Sell
6,497
-121
-2% -$17.1K 0.35% 52
2026
Q2 		$970K Sell
6,618
-15
-0.2% -$2.72K 0.38% 52
2026
Q1 		$976K Sell
6,633
-10
-0.2% -$1.62K 0.43% 48
2025
Q4 		$1.29M Sell
6,643
-65
-1% -$15.5K 0.57% 40
2025
Q3 		$1.89M Sell
6,708
-14
-0.2% -$3.56K 0.85% 30
2025
Q2 		$1.47M Sell
6,722
-204
-3% -$32.9K 0.72% 32
2025
Q1 		$968K Sell
6,926
-415
-6% -$67.6K 0.52% 40
2024
Q4 		$1.22M Buy
+7,341
New +$1.3M 0.55% 44

Other funds holding ORCL

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
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
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

FAI Advisors's ORCL Position: Q3 2026 in Review

FAI Advisors reduced its Oracle (ORCL) stake by 1.8% in Q3 2026, selling an estimated $17.1K and leaving 6,497 shares worth $892K. The position accounts for 0.35% of the portfolio, ranked #52.

FAI Advisors first reported a position in ORCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.89M in Q3 2025. 1,951 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • FAI Advisors held 6,497 shares of Oracle worth $892K as of Q3 2026.
  • FAI Advisors sold 121 Oracle shares in Q3 2026, an estimated $17.1K.
  • Oracle made up 0.35% of FAI Advisors's portfolio in Q3 2026, its #52 holding.
  • FAI Advisors first reported a position in Oracle in Q4 2024 and has held it in 8 quarters since.
  • FAI Advisors's Oracle position peaked at $1.89M in Q3 2025.
  • 1,951 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on FAI Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.