IFS Advisors’s Oracle ORCL Stock Holding History

IFS Advisors’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	$310K	Buy	+2,257	New	+$318K	0.09%	86

Other funds holding ORCL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 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

IFS Advisors's ORCL Position: Q3 2026 in Review

IFS Advisors opened a new position in Oracle (ORCL) in Q3 2026: 2,257 shares worth $310K. The stake represents 0.09% of the portfolio and ranks #86 among its holdings.

2,691 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

IFS Advisors held 2,257 shares of Oracle worth $310K as of Q3 2026.
Oracle was a new IFS Advisors position in Q3 2026.
Oracle made up 0.09% of IFS Advisors's portfolio in Q3 2026, its #86 holding.
2,691 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.