Greenhouse Wealth Management’s Oracle ORCL Stock Holding History

Greenhouse 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	$320K	Hold	2,329	–	–	0.22%	40
2026 Q2	$341K	Hold	2,329	–	–	0.24%	35
2026 Q1	$343K	Hold	2,329	–	–	0.21%	41
2025 Q4	$454K	Hold	2,329	–	–	0.27%	39
2025 Q3	$655K	Hold	2,329	–	–	0.39%	32
2025 Q2	$509K	Hold	2,329	–	–	0.33%	33
2025 Q1	$326K	Hold	2,329	–	–	0.24%	38
2024 Q4	$388K	Hold	2,329	–	–	0.26%	41
2024 Q3	$397K	Hold	2,329	–	–	0.27%	39
2024 Q2	$329K	Hold	2,329	–	–	0.24%	40
2024 Q1	$292K	Hold	2,329	–	–	0.22%	47
2023 Q4	$246K	Hold	2,329	–	–	0.2%	47
2023 Q3	$247K	Hold	2,329	–	–	0.22%	45
2023 Q2	$277K	Hold	2,329	–	–	0.24%	41
2023 Q1	$216K	Buy	+2,329	New	+$204K	0.2%	50
2022 Q1	–	Sell	-2,291	Closed	-$200K	–	53
2021 Q4	$200K	Buy	+2,291	New	+$215K	0.18%	51
2021 Q1	–	Sell	-2,256	Closed	-$146K	–	100
2020 Q4	$146K	Buy	+2,256	New	+$134K	0.14%	61

Other funds holding ORCL

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Greenhouse Wealth Management's ORCL Position: Q3 2026 in Review

Greenhouse Wealth Management held its Oracle (ORCL) position steady in Q3 2026 at 2,329 shares worth $320K. The position accounts for 0.22% of the portfolio, ranked #40.

Greenhouse Wealth Management first reported a position in ORCL in Q4 2020 and has held it in 17 quarters since. The position peaked at $655K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Greenhouse Wealth Management held 2,329 shares of Oracle worth $320K as of Q3 2026.
Greenhouse Wealth Management left its Oracle share count unchanged in Q3 2026.
Oracle made up 0.22% of Greenhouse Wealth Management's portfolio in Q3 2026, its #40 holding.
Greenhouse Wealth Management first reported a position in Oracle in Q4 2020 and has held it in 17 quarters since.
Greenhouse Wealth Management's Oracle position peaked at $655K in Q3 2025.
2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Greenhouse Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.