Focused Wealth Management
ORCL icon

Focused Wealth Management’s Oracle ORCL Stock Holding History

Focused Wealth Management’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
2018
Q4 		– Sell
-10,000
Closed -$1K – 742
2018
Q3 		$1K Buy
+10,000
New +$486K ﹤0.01% 624
2016
Q2 		– Sell
-10,300
Closed -$3K – 708
2016
Q1 		$3K Buy
+10,300
New +$381K ﹤0.01% 533

Other funds holding ORCL

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Focused Wealth Management's ORCL Position: Q3 2026 in Review

Focused Wealth Management increased its Oracle (ORCL) stake by 22% in Q3 2026, buying an estimated $138K and bringing the position to 5,356 shares worth $735K. The position accounts for 0.06% of the portfolio, ranked #101.

Focused Wealth Management first reported a position in ORCL in Q3 2013 and has held it in 53 quarters since. The position peaked at $1.17M in Q3 2025. 2,874 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Focused Wealth Management held 5,356 shares of Oracle worth $735K as of Q3 2026.
  • Focused Wealth Management bought 975 Oracle shares in Q3 2026, an estimated $138K.
  • Oracle made up 0.06% of Focused Wealth Management's portfolio in Q3 2026, its #101 holding.
  • Focused Wealth Management first reported a position in Oracle in Q3 2013 and has held it in 53 quarters since.
  • Focused Wealth Management's Oracle position peaked at $1.17M in Q3 2025.
  • 2,874 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Focused Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.