Mather Group
ORCL icon

Mather Group’s Oracle ORCL Stock Holding History

Mather Group’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 		$3.1M Sell
22,591
-1,052
-4% -$148K 0.03% 220
2026
Q2 		$3.46M Buy
23,643
+3,424
+17% +$621K 0.03% 202
2026
Q1 		$2.97M Buy
20,219
+670
+3% +$109K 0.03% 183
2025
Q4 		$3.81M Sell
19,549
-6,609
-25% -$1.57M 0.04% 142
2025
Q3 		$7.36M Buy
26,158
+407
+2% +$104K 0.07% 95
2025
Q2 		$5.63M Sell
25,751
-856
-3% -$138K 0.06% 112
2025
Q1 		$3.72M Buy
26,607
+1,682
+7% +$274K 0.04% 134
2024
Q4 		$4.15M Buy
24,925
+137
+0.6% +$24.3K 0.05% 125
2024
Q3 		$4.22M Sell
24,788
-98,534
-80% -$14.3M 0.05% 121
2024
Q2 		$15.5M Buy
123,322
+98,390
+395% +$12.2M 0.19% 56
2024
Q1 		$2.63M Sell
24,932
-665
-3% -$76.1K 0.04% 140
2023
Q4 		$2.7M Buy
25,597
+2,071
+9% +$226K 0.04% 142
2023
Q3 		$2.49M Buy
23,526
+930
+4% +$108K 0.04% 139
2023
Q2 		$2.69M Sell
22,596
-2,744
-11% -$284K 0.04% 144
2023
Q1 		$2.35M Buy
25,340
+441
+2% +$38.7K 0.04% 134
2022
Q4 		$2.04M Sell
24,899
-112,457
-82% -$8.55M 0.04% 140
2022
Q3 		$8.39M Buy
137,356
+17,543
+15% +$1.28M 0.18% 60
2022
Q2 		$8.37M Buy
119,813
+18,741
+19% +$1.37M 0.19% 59
2022
Q1 		$8.36M Sell
101,072
-9,715
-9% -$787K 0.17% 58
2021
Q4 		$9.7M Buy
110,787
+2,066
+2% +$194K 0.19% 54
2021
Q3 		$9.47M Sell
108,721
-5,335
-5% -$471K 0.23% 47
2021
Q2 		$8.88M Buy
114,056
+20,928
+22% +$1.64M 0.22% 45
2021
Q1 		$6.54M Buy
93,128
+2,512
+3% +$163K 0.18% 47
2020
Q4 		$5.86M Buy
90,616
+1,255
+1% +$74.7K 0.19% 45
2020
Q3 		$5.34M Sell
89,361
-50,707
-36% -$2.88M 0.21% 44
2020
Q2 		$7.74M Buy
+140,068
New +$7.42M 0.35% 27

Other funds holding ORCL

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
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
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Mather Group's ORCL Position: Q3 2026 in Review

Mather Group reduced its Oracle (ORCL) stake by 4.4% in Q3 2026, selling an estimated $148K and leaving 22,591 shares worth $3.1M. The position accounts for 0.03% of the portfolio, ranked #220.

Mather Group first reported a position in ORCL in Q2 2020 and has held it in 26 quarters since. The position peaked at $15.5M in Q2 2024. 704 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Mather Group held 22,591 shares of Oracle worth $3.1M as of Q3 2026.
  • Mather Group sold 1,052 Oracle shares in Q3 2026, an estimated $148K.
  • Oracle made up 0.03% of Mather Group's portfolio in Q3 2026, its #220 holding.
  • Mather Group first reported a position in Oracle in Q2 2020 and has held it in 26 quarters since.
  • Mather Group's Oracle position peaked at $15.5M in Q2 2024.
  • 704 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Mather Group's 13F filing for Q3 2026, filed 14 Oct 2026.