Innova Wealth Partners
ORCL icon

Innova Wealth Partners’s Oracle ORCL Stock Holding History

Innova 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 		$342K Buy
2,491
+11
+0.4% +$1.55K 0.13% 125
2026
Q2 		$363K Buy
2,480
+4
+0.2% +$725 0.15% 121
2026
Q1 		$364K Buy
2,476
+5
+0.2% +$813 0.17% 101
2025
Q4 		$482K Buy
2,471
+14
+0.6% +$3.33K 0.24% 69
2025
Q3 		$691K Buy
2,457
+90
+4% +$22.9K 0.37% 51
2025
Q2 		$517K Buy
+2,367
New +$382K 0.3% 49

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

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

Innova Wealth Partners increased its Oracle (ORCL) stake by 0.44% in Q3 2026, buying an estimated $1.55K and bringing the position to 2,491 shares worth $342K. The position accounts for 0.13% of the portfolio, ranked #125.

Innova Wealth Partners first reported a position in ORCL in Q2 2025 and has held it in 6 quarters since. The position peaked at $691K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Innova Wealth Partners held 2,491 shares of Oracle worth $342K as of Q3 2026.
  • Innova Wealth Partners bought 11 Oracle shares in Q3 2026, an estimated $1.55K.
  • Oracle made up 0.13% of Innova Wealth Partners's portfolio in Q3 2026, its #125 holding.
  • Innova Wealth Partners first reported a position in Oracle in Q2 2025 and has held it in 6 quarters since.
  • Innova Wealth Partners's Oracle position peaked at $691K in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Innova Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.