Genesee Capital Advisors
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Genesee Capital Advisors’s Oracle ORCL Stock Holding History

Genesee Capital 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 		– Sell
-1,368
Closed -$201K – 192
2026
Q2 		$201K Sell
1,368
-35
-2% -$6.34K 0.06% 165
2026
Q1 		$206K Sell
1,403
-11
-0.8% -$1.79K 0.09% 128
2025
Q4 		$276K Sell
1,414
-298
-17% -$71K 0.11% 107
2025
Q3 		$482K Buy
1,712
+103
+6% +$26.2K 0.21% 80
2025
Q2 		$352K Buy
1,609
+15
+0.9% +$2.42K 0.16% 91
2025
Q1 		$223K Sell
1,594
-69
-4% -$11.2K 0.11% 106
2024
Q4 		$277K Sell
1,663
-23
-1% -$4.09K 0.13% 105
2024
Q3 		$287K Buy
1,686
+5
+0.3% +$724 0.14% 97
2024
Q2 		$237K Buy
1,681
+5
+0.3% +$621 0.12% 103
2024
Q1 		$210K Buy
+1,676
New +$192K 0.12% 110

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Genesee Capital Advisors's ORCL Position: Q3 2026 in Review

Genesee Capital Advisors sold out of Oracle (ORCL) in Q3 2026, closing a stake of 1,368 shares — an estimated $201K sold.

Genesee Capital Advisors first reported a position in ORCL in Q1 2024 and held it in 10 quarters. The position peaked at $482K in Q3 2025. 2,211 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Genesee Capital Advisors reported no remaining Oracle position as of Q3 2026 after selling out during the quarter.
  • Genesee Capital Advisors sold 1,368 Oracle shares in Q3 2026, an estimated $201K.
  • Genesee Capital Advisors first reported a position in Oracle in Q1 2024 and held it in 10 quarters.
  • Genesee Capital Advisors's Oracle position peaked at $482K in Q3 2025.
  • 2,211 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Genesee Capital Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.