FEG
ORCL icon

Financial Enhancement Group’s Oracle ORCL Stock Holding History

Financial Enhancement Group’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 		$235K Sell
1,636
-69
-4% -$9.73K 0.03% 129
2026
Q2 		$250K Buy
1,705
+70
+4% +$12.7K 0.03% 130
2026
Q1 		$286K Buy
1,635
+86
+6% +$14K 0.04% 128
2025
Q4 		$269K Buy
1,549
+17
+1% +$4.05K 0.04% 127
2025
Q3 		$442K Buy
1,532
+8
+0.5% +$2.04K 0.06% 110
2025
Q2 		$351K Buy
+1,524
New +$246K 0.05% 113
2025
Q1 		– Sell
-1,499
Closed -$231K – 120
2024
Q4 		$231K Buy
+1,499
New +$266K 0.04% 111
2022
Q4 		– Sell
-870
Closed -$53K – 256
2022
Q3 		$53K Hold
870
– – 0.01% 134
2022
Q2 		$61K Sell
870
-47
-5% -$3.44K 0.01% 133
2022
Q1 		$76K Sell
917
-102
-10% -$8.26K 0.01% 128
2021
Q4 		$89K Sell
1,019
-216
-17% -$20.3K 0.02% 124
2021
Q3 		$108K Buy
1,235
+1,000
+426% +$88.3K 0.02% 118
2021
Q2 		$18K Sell
235
-66
-22% -$5.17K ﹤0.01% 167
2021
Q1 		$21K Sell
301
-52
-15% -$3.37K ﹤0.01% 150
2020
Q4 		$23K Buy
353
+59
+20% +$3.51K ﹤0.01% 170
2020
Q3 		$18K Hold
294
– – ﹤0.01% 154
2020
Q2 		$16K Sell
294
-11
-4% -$583 ﹤0.01% 167
2020
Q1 		$15K Hold
305
– – ﹤0.01% 176
2019
Q4 		$16K Sell
305
-10
-3% -$550 ﹤0.01% 171
2019
Q3 		$17K Hold
315
– – ﹤0.01% 173
2019
Q2 		$18K Hold
315
– – 0.01% 170
2019
Q1 		$17K Hold
315
– – 0.01% 191
2018
Q4 		$16K Hold
315
– – 0.01% 168
2018
Q3 		$16K Hold
315
– – 0.01% 168
2018
Q2 		$14K Sell
315
-85
-21% -$3.92K ﹤0.01% 166
2018
Q1 		$18K Buy
+400
New +$19.9K 0.01% 160

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

Financial Enhancement Group's ORCL Position: Q3 2026 in Review

Financial Enhancement Group reduced its Oracle (ORCL) stake by 4% in Q3 2026, selling an estimated $9.73K and leaving 1,636 shares worth $235K. The position accounts for 0.03% of the portfolio, ranked #129.

Financial Enhancement Group first reported a position in ORCL in Q1 2018 and has held it in 26 quarters since. The position peaked at $442K in Q3 2025. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Financial Enhancement Group held 1,636 shares of Oracle worth $235K as of Q3 2026.
  • Financial Enhancement Group sold 69 Oracle shares in Q3 2026, an estimated $9.73K.
  • Oracle made up 0.03% of Financial Enhancement Group's portfolio in Q3 2026, its #129 holding.
  • Financial Enhancement Group first reported a position in Oracle in Q1 2018 and has held it in 26 quarters since.
  • Financial Enhancement Group's Oracle position peaked at $442K in Q3 2025.
  • 174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Financial Enhancement Group's 13F filing for Q3 2026, filed 8 Oct 2026.