Financial Network Wealth Advisors
ORCL icon

Financial Network Wealth Advisors’s Oracle ORCL Stock Holding History

Financial Network Wealth 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 		$116K Buy
848
+12
+1% +$1.69K 0.12% 148
2026
Q2 		$123K Buy
836
+57
+7% +$10.3K 0.12% 140
2026
Q1 		$115K Sell
779
-515
-40% -$83.7K 0.12% 144
2025
Q4 		$252K Sell
1,294
-64
-5% -$15.2K 0.26% 76
2025
Q3 		$382K Sell
1,358
-223
-14% -$56.8K 0.42% 45
2025
Q2 		$346K Sell
1,581
-274
-15% -$44.2K 0.42% 46
2025
Q1 		$259K Buy
1,855
+502
+37% +$81.7K 0.34% 62
2024
Q4 		$225K Sell
1,353
-1,093
-45% -$194K 0.42% 52
2024
Q3 		$417K Buy
2,446
+586
+32% +$84.9K 0.34% 59
2024
Q2 		$263K Buy
1,860
+8
+0.4% +$993 0.2% 104
2024
Q1 		$233K Sell
1,852
-80
-4% -$9.16K 0.23% 103
2023
Q4 		$204K Buy
+1,932
New +$211K 0.22% 113

Other funds holding ORCL

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
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

Financial Network Wealth Advisors's ORCL Position: Q3 2026 in Review

Financial Network Wealth Advisors increased its Oracle (ORCL) stake by 1.4% in Q3 2026, buying an estimated $1.69K and bringing the position to 848 shares worth $116K. The position accounts for 0.12% of the portfolio, ranked #148.

Financial Network Wealth Advisors first reported a position in ORCL in Q4 2023 and has held it in 12 quarters since. The position peaked at $417K in Q3 2024. 1,773 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Financial Network Wealth Advisors held 848 shares of Oracle worth $116K as of Q3 2026.
  • Financial Network Wealth Advisors bought 12 Oracle shares in Q3 2026, an estimated $1.69K.
  • Oracle made up 0.12% of Financial Network Wealth Advisors's portfolio in Q3 2026, its #148 holding.
  • Financial Network Wealth Advisors first reported a position in Oracle in Q4 2023 and has held it in 12 quarters since.
  • Financial Network Wealth Advisors's Oracle position peaked at $417K in Q3 2024.
  • 1,773 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.