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Inspirion Wealth Advisors’s Oracle ORCL Stock Holding History

Inspirion Wealth 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 		$376K Hold
2,735
– – 0.04% 125
2026
Q2 		$390K Sell
2,735
-13
-0.5% -$2.36K 0.04% 125
2026
Q1 		$404K Sell
2,748
-27
-1% -$4.39K 0.05% 115
2025
Q4 		$541K Buy
2,775
+227
+9% +$54K 0.07% 100
2025
Q3 		$434K Sell
2,548
-80
-3% -$20.4K 0.06% 103
2025
Q2 		$575K Hold
2,628
– – 0.08% 94
2025
Q1 		$367K Buy
2,628
+80
+3% +$13K 0.05% 111
2024
Q4 		$413K Hold
2,548
– – 0.06% 105
2024
Q3 		$434K Hold
2,548
– – 0.06% 103
2024
Q2 		$360K Buy
2,548
+1
+0% +$124 0.06% 106
2024
Q1 		$320K Hold
2,547
– – 0.05% 115
2023
Q4 		$265K Buy
2,547
+225
+10% +$24.6K 0.05% 118
2023
Q3 		$246K Hold
2,322
– – 0.05% 121
2023
Q2 		$277K Hold
2,322
– – 0.05% 114
2023
Q1 		$216K Sell
2,322
-225
-9% -$19.7K 0.04% 129
2022
Q4 		$208K Buy
+2,547
New +$194K 0.04% 120
2022
Q2 		– Sell
-2,697
Closed -$223K – 122
2022
Q1 		$223K Buy
+2,697
New +$218K 0.05% 100

Other funds holding ORCL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 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

Inspirion Wealth Advisors's ORCL Position: Q3 2026 in Review

Inspirion Wealth Advisors held its Oracle (ORCL) position steady in Q3 2026 at 2,735 shares worth $376K. The position accounts for 0.04% of the portfolio, ranked #125.

Inspirion Wealth Advisors first reported a position in ORCL in Q1 2022 and has held it in 17 quarters since. The position peaked at $575K in Q2 2025. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Inspirion Wealth Advisors held 2,735 shares of Oracle worth $376K as of Q3 2026.
  • Inspirion Wealth Advisors left its Oracle share count unchanged in Q3 2026.
  • Oracle made up 0.04% of Inspirion Wealth Advisors's portfolio in Q3 2026, its #125 holding.
  • Inspirion Wealth Advisors first reported a position in Oracle in Q1 2022 and has held it in 17 quarters since.
  • Inspirion Wealth Advisors's Oracle position peaked at $575K in Q2 2025.
  • 174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Inspirion Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.