Fiduciary Alliance’s Oracle ORCL Stock Holding History

Fiduciary Alliance’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	$1.45M	Sell	10,591 -4,254	-29%	-$600K	0.11%	184
2026 Q2	$2.18M	Buy	14,845 +1,562	+12%	+$283K	0.15%	165
2026 Q1	$2.26M	Buy	13,283 +157	+1%	+$25.5K	0.14%	170
2025 Q4	$2.56M	Buy	13,126 +1,017	+8%	+$242K	0.17%	139
2025 Q3	$3.41M	Buy	12,109 +333	+3%	+$84.8K	0.23%	99
2025 Q2	$2.57M	Sell	11,776 -1,329	-10%	-$215K	0.19%	118
2025 Q1	$1.83M	Sell	13,105 -24,923	-66%	-$4.06M	0.18%	115
2024 Q4	$6.34M	Buy	38,028 +22,238	+141%	+$3.95M	0.64%	42
2024 Q3	$2.69M	Buy	+15,790	New	+$2.29M	0.36%	71
2023 Q3	–	Sell	-487	Closed	-$58K	–	685
2023 Q2	$58K	Buy	+487	New	+$50.4K	0.01%	289
2023 Q1	–	Sell	-222	Closed	-$18.2K	–	623
2022 Q4	$18.2K	Buy	+222	New	+$16.9K	﹤0.01%	325

Other funds holding ORCL

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Fiduciary Alliance's ORCL Position: Q3 2026 in Review

Fiduciary Alliance reduced its Oracle (ORCL) stake by 29% in Q3 2026, selling an estimated $600K and leaving 10,591 shares worth $1.45M. The position accounts for 0.11% of the portfolio, ranked #184.

Fiduciary Alliance first reported a position in ORCL in Q4 2022 and has held it in 11 quarters since. The position peaked at $6.34M in Q4 2024. 880 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Fiduciary Alliance held 10,591 shares of Oracle worth $1.45M as of Q3 2026.
Fiduciary Alliance sold 4,254 Oracle shares in Q3 2026, an estimated $600K.
Oracle made up 0.11% of Fiduciary Alliance's portfolio in Q3 2026, its #184 holding.
Fiduciary Alliance first reported a position in Oracle in Q4 2022 and has held it in 11 quarters since.
Fiduciary Alliance's Oracle position peaked at $6.34M in Q4 2024.
880 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Fiduciary Alliance's 13F filing for Q3 2026, filed 13 Oct 2026.