LeConte Wealth Management
ORCL icon

LeConte Wealth Management’s Oracle ORCL Stock Holding History

LeConte 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 		$330K Buy
2,404
+63
+3% +$8.89K 0.18% 111
2026
Q2 		$343K Sell
2,341
-100
-4% -$18.1K 0.19% 97
2026
Q1 		$359K Sell
2,441
-423
-15% -$68.8K 0.23% 73
2025
Q4 		$558K Buy
2,864
+653
+30% +$155K 0.36% 41
2025
Q3 		$622K Sell
2,211
-76
-3% -$19.4K 0.42% 36
2025
Q2 		$500K Buy
2,287
+621
+37% +$100K 0.34% 41
2025
Q1 		$233K Buy
+1,666
New +$271K 0.15% 54

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

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

LeConte Wealth Management increased its Oracle (ORCL) stake by 2.7% in Q3 2026, buying an estimated $8.89K and bringing the position to 2,404 shares worth $330K. The position accounts for 0.18% of the portfolio, ranked #111.

LeConte Wealth Management first reported a position in ORCL in Q1 2025 and has held it in 7 quarters since. The position peaked at $622K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • LeConte Wealth Management held 2,404 shares of Oracle worth $330K as of Q3 2026.
  • LeConte Wealth Management bought 63 Oracle shares in Q3 2026, an estimated $8.89K.
  • Oracle made up 0.18% of LeConte Wealth Management's portfolio in Q3 2026, its #111 holding.
  • LeConte Wealth Management first reported a position in Oracle in Q1 2025 and has held it in 7 quarters since.
  • LeConte Wealth Management's Oracle position peaked at $622K in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.