Lauer Wealth
ORCL icon

Lauer Wealth’s Oracle ORCL Stock Holding History

Lauer Wealth’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 		$403K Sell
2,970
-250
-8% -$35.3K 0.25% 54
2026
Q2 		$412K Buy
+3,220
New +$584K 0.25% 48

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

Lauer Wealth's ORCL Position: Q3 2026 in Review

Lauer Wealth reduced its Oracle (ORCL) stake by 7.8% in Q3 2026, selling an estimated $35.3K and leaving 2,970 shares worth $403K. The position accounts for 0.25% of the portfolio, ranked #54.

Lauer Wealth first reported a position in ORCL in Q2 2026 and has held it in 2 quarters since. The position peaked at $412K in Q2 2026. 1,060 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Lauer Wealth held 2,970 shares of Oracle worth $403K as of Q3 2026.
  • Lauer Wealth sold 250 Oracle shares in Q3 2026, an estimated $35.3K.
  • Oracle made up 0.25% of Lauer Wealth's portfolio in Q3 2026, its #54 holding.
  • Lauer Wealth first reported a position in Oracle in Q2 2026 and has held it in 2 quarters since.
  • Lauer Wealth's Oracle position peaked at $412K in Q2 2026.
  • 1,060 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Lauer Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.