Integris Wealth Management
ORCL icon

Integris Wealth Management’s Oracle ORCL Stock Holding History

Integris 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 		$264K Buy
1,924
+30
+2% +$4.23K 0.05% 112
2026
Q2 		$278K Buy
1,894
+152
+9% +$27.5K 0.06% 110
2026
Q1 		$256K Sell
1,742
-34,997
-95% -$5.69M 0.06% 101
2025
Q4 		$7.16M Buy
36,739
+34,951
+1,955% +$8.32M 1.63% 16
2025
Q3 		$503K Buy
1,788
+106
+6% +$27K 0.12% 67
2025
Q2 		$368K Buy
+1,682
New +$272K 0.1% 77

Other funds holding ORCL

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
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

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

Integris Wealth Management increased its Oracle (ORCL) stake by 1.6% in Q3 2026, buying an estimated $4.23K and bringing the position to 1,924 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #112.

Integris Wealth Management first reported a position in ORCL in Q2 2025 and has held it in 6 quarters since. The position peaked at $7.16M in Q4 2025. 1,060 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Integris Wealth Management held 1,924 shares of Oracle worth $264K as of Q3 2026.
  • Integris Wealth Management bought 30 Oracle shares in Q3 2026, an estimated $4.23K.
  • Oracle made up 0.05% of Integris Wealth Management's portfolio in Q3 2026, its #112 holding.
  • Integris Wealth Management first reported a position in Oracle in Q2 2025 and has held it in 6 quarters since.
  • Integris Wealth Management's Oracle position peaked at $7.16M in Q4 2025.
  • 1,060 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Integris Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.