Highline Wealth Partners
ORCL icon

Highline Wealth Partners’s Oracle ORCL Stock Holding History

Highline Wealth Partners’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 		$2.23M Buy
16,207
+419
+3% +$59.1K 0.42% 41
2026
Q2 		$2.31M Buy
15,788
+39
+0.2% +$7.07K 0.47% 41
2026
Q1 		$2.32M Buy
15,749
+18
+0.1% +$2.93K 0.59% 36
2025
Q4 		$3.07M Buy
15,731
+3
+0% +$714 0.86% 31
2025
Q3 		$4.42M Buy
15,728
+24
+0.2% +$6.11K 1.19% 27
2025
Q2 		$3.43M Sell
15,704
-168
-1% -$27.1K 1.02% 29
2025
Q1 		$2.22M Buy
15,872
+108
+0.7% +$17.6K 0.75% 33
2024
Q4 		$2.63M Buy
15,764
+2,110
+15% +$375K 0.86% 32
2024
Q3 		$2.33M Sell
13,654
-2
-0% -$290 0.78% 33
2024
Q2 		$1.93M Buy
13,656
+185
+1% +$23K 0.73% 32
2024
Q1 		$1.69M Buy
13,471
+20
+0.1% +$2.29K 0.69% 33
2023
Q4 		$1.42M Buy
13,451
+1,717
+15% +$187K 0.69% 35
2023
Q3 		$1.24M Buy
11,734
+85
+0.7% +$9.8K 0.77% 32
2023
Q2 		$1.39M Buy
11,649
+1
+0% +$103 0.87% 33
2023
Q1 		$1.08M Buy
11,648
+180
+2% +$15.8K 0.74% 38
2022
Q4 		$937K Hold
11,468
– – 0.69% 43
2022
Q3 		$700K Buy
+11,468
New +$840K 0.57% 45

Other funds holding ORCL

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Highline Wealth Partners's ORCL Position: Q3 2026 in Review

Highline Wealth Partners increased its Oracle (ORCL) stake by 2.7% in Q3 2026, buying an estimated $59.1K and bringing the position to 16,207 shares worth $2.23M. The position accounts for 0.42% of the portfolio, ranked #41.

Highline Wealth Partners first reported a position in ORCL in Q3 2022 and has held it in 17 quarters since. The position peaked at $4.42M in Q3 2025. 784 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Highline Wealth Partners held 16,207 shares of Oracle worth $2.23M as of Q3 2026.
  • Highline Wealth Partners bought 419 Oracle shares in Q3 2026, an estimated $59.1K.
  • Oracle made up 0.42% of Highline Wealth Partners's portfolio in Q3 2026, its #41 holding.
  • Highline Wealth Partners first reported a position in Oracle in Q3 2022 and has held it in 17 quarters since.
  • Highline Wealth Partners's Oracle position peaked at $4.42M in Q3 2025.
  • 784 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.