GeoWealth Management
ORCL icon

GeoWealth Management’s Oracle ORCL Stock Holding History

GeoWealth 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
2026
Q3 		$1.45M Sell
10,573
-2,185
-17% -$308K 0.05% 235
2026
Q2 		$1.87M Buy
12,758
+346
+3% +$62.7K 0.06% 187
2026
Q1 		$1.83M Buy
12,412
+1,394
+13% +$227K 0.07% 171
2025
Q4 		$2.15M Sell
11,018
-14,056
-56% -$3.35M 0.08% 152
2025
Q3 		$7.05M Buy
25,074
+3,558
+17% +$906K 0.26% 52
2025
Q2 		$4.7M Buy
21,516
+10,614
+97% +$1.71M 0.18% 67
2025
Q1 		$1.52M Sell
10,902
-6,428
-37% -$1.05M 0.06% 193
2024
Q4 		$2.89M Buy
17,330
+274
+2% +$48.7K 0.09% 144
2024
Q3 		$2.91M Buy
17,056
+2,269
+15% +$329K 0.1% 150
2024
Q2 		$2.09M Buy
14,787
+1,441
+11% +$179K 0.09% 155
2024
Q1 		$1.68M Buy
13,346
+4,166
+45% +$477K 0.06% 202
2023
Q4 		$968K Buy
9,180
+7,787
+559% +$850K 0.08% 214
2023
Q3 		$148K Buy
1,393
+853
+158% +$98.7K 0.02% 309
2023
Q2 		$64K Buy
540
+433
+405% +$44.8K 0.01% 320
2023
Q1 		$11K Buy
+107
New +$9.38K ﹤0.01% 342

Other funds holding ORCL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

GeoWealth Management's ORCL Position: Q3 2026 in Review

GeoWealth Management reduced its Oracle (ORCL) stake by 17% in Q3 2026, selling an estimated $308K and leaving 10,573 shares worth $1.45M. The position accounts for 0.05% of the portfolio, ranked #235.

GeoWealth Management first reported a position in ORCL in Q1 2023 and has held it in 15 quarters since. The position peaked at $7.05M in Q3 2025. 3,030 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • GeoWealth Management held 10,573 shares of Oracle worth $1.45M as of Q3 2026.
  • GeoWealth Management sold 2,185 Oracle shares in Q3 2026, an estimated $308K.
  • Oracle made up 0.05% of GeoWealth Management's portfolio in Q3 2026, its #235 holding.
  • GeoWealth Management first reported a position in Oracle in Q1 2023 and has held it in 15 quarters since.
  • GeoWealth Management's Oracle position peaked at $7.05M in Q3 2025.
  • 3,030 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on GeoWealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.