Frank Rimerman Advisors’s Oracle ORCL Stock Holding History

Frank Rimerman 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	$3.93M	Sell	28,616 -1,678	-6%	-$237K	0.22%	68
2026 Q2	$4.44M	Buy	30,294 +7,974	+36%	+$1.45M	0.25%	62
2026 Q1	$3.28M	Buy	22,320 +3,445	+18%	+$560K	0.22%	77
2025 Q4	$3.68M	Sell	18,875 -4,474	-19%	-$1.07M	0.23%	70
2025 Q3	$6.57M	Buy	23,349 +4,625	+25%	+$1.18M	0.42%	33
2025 Q2	$4.09M	Sell	18,724 -4,308	-19%	-$696K	0.28%	55
2025 Q1	$3.22M	Buy	23,032 +13	+0.1%	+$2.12K	0.26%	64
2024 Q4	$3.84M	Sell	23,019 -2,149	-9%	-$382K	0.28%	55
2024 Q3	$4.29M	Sell	25,168 -8,827	-26%	-$1.28M	0.3%	51
2024 Q2	$4.8M	Buy	33,995 +33,715	+12,041%	+$4.19M	0.34%	40
2024 Q1	$35.2K	Hold	280	–	–	0.01%	137
2023 Q4	$29.5K	Buy	+280	New	+$30.6K	0.01%	135

Other funds holding ORCL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Frank Rimerman Advisors's ORCL Position: Q3 2026 in Review

Frank Rimerman Advisors reduced its Oracle (ORCL) stake by 5.5% in Q3 2026, selling an estimated $237K and leaving 28,616 shares worth $3.93M. The position accounts for 0.22% of the portfolio, ranked #68.

Frank Rimerman Advisors first reported a position in ORCL in Q4 2023 and has held it in 12 quarters since. The position peaked at $6.57M in Q3 2025. 2,069 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Frank Rimerman Advisors held 28,616 shares of Oracle worth $3.93M as of Q3 2026.
Frank Rimerman Advisors sold 1,678 Oracle shares in Q3 2026, an estimated $237K.
Oracle made up 0.22% of Frank Rimerman Advisors's portfolio in Q3 2026, its #68 holding.
Frank Rimerman Advisors first reported a position in Oracle in Q4 2023 and has held it in 12 quarters since.
Frank Rimerman Advisors's Oracle position peaked at $6.57M in Q3 2025.
2,069 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.