IVC Wealth Advisors
ORCL icon

IVC Wealth Advisors’s Oracle ORCL Stock Holding History

IVC 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 		$208K Buy
1,517
+56
+4% +$7.9K 0.08% 162
2026
Q2 		$214K Sell
1,461
-13
-0.9% -$2.36K 0.08% 166
2026
Q1 		$217K Buy
1,474
+140
+10% +$22.8K 0.09% 164
2025
Q4 		$260K Sell
1,334
-52
-4% -$12.4K 0.11% 150
2025
Q3 		$390K Buy
1,386
+56
+4% +$14.3K 0.17% 107
2025
Q2 		$291K Buy
+1,330
New +$215K 0.14% 130
2025
Q1 		– Sell
-1,393
Closed -$232K – 163
2024
Q4 		$232K Sell
1,393
-83
-6% -$14.7K 0.13% 140
2024
Q3 		$252K Sell
1,476
-101
-6% -$14.6K 0.14% 139
2024
Q2 		$223K Buy
+1,577
New +$196K 0.12% 150

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

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

IVC Wealth Advisors increased its Oracle (ORCL) stake by 3.8% in Q3 2026, buying an estimated $7.9K and bringing the position to 1,517 shares worth $208K. The position accounts for 0.08% of the portfolio, ranked #162.

IVC Wealth Advisors first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $390K in Q3 2025. 1,060 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • IVC Wealth Advisors held 1,517 shares of Oracle worth $208K as of Q3 2026.
  • IVC Wealth Advisors bought 56 Oracle shares in Q3 2026, an estimated $7.9K.
  • Oracle made up 0.08% of IVC Wealth Advisors's portfolio in Q3 2026, its #162 holding.
  • IVC Wealth Advisors first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
  • IVC Wealth Advisors's Oracle position peaked at $390K in Q3 2025.
  • 1,060 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.