McGlone Suttner Wealth Management
ORCL icon

McGlone Suttner Wealth Management’s Oracle ORCL Stock Holding History

McGlone Suttner 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 		$531K Buy
3,865
+922
+31% +$130K 0.06% 125
2026
Q2 		$431K Buy
2,943
+569
+24% +$103K 0.05% 141
2026
Q1 		$349K Buy
2,374
+1
+0% +$163 0.05% 145
2025
Q4 		$463K Sell
2,373
-470
-17% -$112K 0.06% 122
2025
Q3 		$799K Sell
2,843
-2
-0.1% -$509 0.11% 86
2025
Q2 		$622K Sell
2,845
-793
-22% -$128K 0.09% 97
2025
Q1 		$509K Sell
3,638
-1,127
-24% -$183K 0.08% 112
2024
Q4 		$794K Buy
4,765
+218
+5% +$38.7K 0.13% 75
2024
Q3 		$775K Buy
4,547
+907
+25% +$131K 0.16% 72
2024
Q2 		$384K Sell
3,640
-184
-5% -$22.8K 0.08% 101
2024
Q1 		$480K Buy
3,824
+184
+5% +$21.1K 0.09% 98
2023
Q4 		$384K Buy
3,640
+1,480
+69% +$162K 0.08% 101
2023
Q3 		$229K Buy
2,160
+209
+11% +$24.2K 0.05% 129
2023
Q2 		$232K Buy
+1,951
New +$202K 0.05% 132

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

McGlone Suttner Wealth Management's ORCL Position: Q3 2026 in Review

McGlone Suttner Wealth Management increased its Oracle (ORCL) stake by 31% in Q3 2026, buying an estimated $130K and bringing the position to 3,865 shares worth $531K. The position accounts for 0.06% of the portfolio, ranked #125.

McGlone Suttner Wealth Management first reported a position in ORCL in Q2 2023 and has held it in 14 quarters since. The position peaked at $799K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • McGlone Suttner Wealth Management held 3,865 shares of Oracle worth $531K as of Q3 2026.
  • McGlone Suttner Wealth Management bought 922 Oracle shares in Q3 2026, an estimated $130K.
  • Oracle made up 0.06% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #125 holding.
  • McGlone Suttner Wealth Management first reported a position in Oracle in Q2 2023 and has held it in 14 quarters since.
  • McGlone Suttner Wealth Management's Oracle position peaked at $799K in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

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