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LifeGoal Wealth Advisors’s Oracle ORCL Stock Holding History

LifeGoal 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 		$544K Buy
3,961
+2,544
+180% +$359K 0.17% 80
2026
Q2 		$208K Buy
+1,417
New +$257K 0.1% 148

Other funds holding ORCL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
VWM
Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

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

LifeGoal Wealth Advisors increased its Oracle (ORCL) stake by 180% in Q3 2026, buying an estimated $359K and bringing the position to 3,961 shares worth $544K. The position accounts for 0.17% of the portfolio, ranked #80.

LifeGoal Wealth Advisors first reported a position in ORCL in Q2 2026 and has held it in 2 quarters since. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • LifeGoal Wealth Advisors held 3,961 shares of Oracle worth $544K as of Q3 2026.
  • LifeGoal Wealth Advisors bought 2,544 Oracle shares in Q3 2026, an estimated $359K.
  • Oracle made up 0.17% of LifeGoal Wealth Advisors's portfolio in Q3 2026, its #80 holding.
  • LifeGoal Wealth Advisors first reported a position in Oracle in Q2 2026 and has held it in 2 quarters since.
  • 174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.