Level Wealth Management
ORCL icon

Level Wealth Management’s Oracle ORCL Stock Holding History

Level 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 		$477K Buy
3,477
+173
+5% +$24.4K 0.18% 40
2026
Q2 		$484K Sell
3,304
-143
-4% -$25.9K 0.19% 37
2026
Q1 		$507K Buy
3,447
+143
+4% +$23.2K 0.24% 33
2025
Q4 		$644K Hold
3,304
– – 0.33% 28
2025
Q3 		$929K Sell
3,304
-464
-12% -$118K 0.49% 21
2025
Q2 		$824K Buy
+3,768
New +$608K 0.48% 20

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

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

Level Wealth Management increased its Oracle (ORCL) stake by 5.2% in Q3 2026, buying an estimated $24.4K and bringing the position to 3,477 shares worth $477K. The position accounts for 0.18% of the portfolio, ranked #40.

Level Wealth Management first reported a position in ORCL in Q2 2025 and has held it in 6 quarters since. The position peaked at $929K in Q3 2025. 1,060 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Level Wealth Management held 3,477 shares of Oracle worth $477K as of Q3 2026.
  • Level Wealth Management bought 173 Oracle shares in Q3 2026, an estimated $24.4K.
  • Oracle made up 0.18% of Level Wealth Management's portfolio in Q3 2026, its #40 holding.
  • Level Wealth Management first reported a position in Oracle in Q2 2025 and has held it in 6 quarters since.
  • Level Wealth Management's Oracle position peaked at $929K in Q3 2025.
  • 1,060 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

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