GRWP
ORCL icon

Green Ridge Wealth Planning’s Oracle ORCL Stock Holding History

Green Ridge Wealth Planning’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 		$389K Sell
2,835
-9
-0.3% -$1.27K 0.16% 55
2026
Q2 		$417K Sell
2,844
-381
-12% -$69K 0.18% 58
2026
Q1 		$474K Sell
3,225
-625
-16% -$102K 0.25% 47
2025
Q4 		$750K Buy
+3,850
New +$917K 0.38% 35

Other funds holding ORCL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Green Ridge Wealth Planning's ORCL Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its Oracle (ORCL) stake by 0.32% in Q3 2026, selling an estimated $1.27K and leaving 2,835 shares worth $389K. The position accounts for 0.16% of the portfolio, ranked #55.

Green Ridge Wealth Planning first reported a position in ORCL in Q4 2025 and has held it in 4 quarters since. The position peaked at $750K in Q4 2025. 116 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Green Ridge Wealth Planning held 2,835 shares of Oracle worth $389K as of Q3 2026.
  • Green Ridge Wealth Planning sold 9 Oracle shares in Q3 2026, an estimated $1.27K.
  • Oracle made up 0.16% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #55 holding.
  • Green Ridge Wealth Planning first reported a position in Oracle in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's Oracle position peaked at $750K in Q4 2025.
  • 116 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.