Grant Private Wealth Management’s Oracle ORCL Stock Holding History

Grant Private 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
2026 Q3	$1.26M	Buy	9,179 +2,917	+47%	+$412K	0.57%	40
2026 Q2	$918K	Buy	6,262 +1,639	+35%	+$297K	0.39%	54
2026 Q1	$680K	Buy	4,623 +1,883	+69%	+$306K	0.36%	64
2025 Q4	$534K	Buy	2,740 +77	+3%	+$18.3K	0.32%	68
2025 Q3	$749K	Buy	+2,663	New	+$678K	0.46%	43
2025 Q2	–	Sell	-2,145	Closed	-$300K	–	120
2025 Q1	$300K	Buy	2,145 +447	+26%	+$72.8K	0.32%	92
2024 Q4	$283K	Buy	+1,698	New	+$302K	0.31%	87

Other funds holding ORCL

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Grant Private Wealth Management's ORCL Position: Q3 2026 in Review

Grant Private Wealth Management increased its Oracle (ORCL) stake by 47% in Q3 2026, buying an estimated $412K and bringing the position to 9,179 shares worth $1.26M. The position accounts for 0.57% of the portfolio, ranked #40.

Grant Private Wealth Management first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. 1,060 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Grant Private Wealth Management held 9,179 shares of Oracle worth $1.26M as of Q3 2026.
Grant Private Wealth Management bought 2,917 Oracle shares in Q3 2026, an estimated $412K.
Oracle made up 0.57% of Grant Private Wealth Management's portfolio in Q3 2026, its #40 holding.
Grant Private Wealth Management first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
1,060 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Grant Private Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.