Meriwether Wealth & Planning’s Oracle ORCL Stock Holding History

Meriwether Wealth & Planning’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	$796K	Sell	5,801 -118	-2%	-$16.6K	0.36%	48
2026 Q2	$867K	Sell	5,919 -440	-7%	-$79.7K	0.43%	45
2026 Q1	$935K	Buy	6,359 +1,140	+22%	+$185K	0.51%	37
2025 Q4	$1.02M	Buy	5,219 +309	+6%	+$73.6K	0.57%	34
2025 Q3	$1.38M	Sell	4,910 -4,931	-50%	-$1.26M	0.8%	21
2025 Q2	$2.15M	Sell	9,841 -96	-1%	-$15.5K	1.35%	15
2025 Q1	$1.39M	Sell	9,937 -1,188	-11%	-$193K	0.91%	21
2024 Q4	$1.85M	Buy	+11,125	New	+$1.98M	1.32%	14

Other funds holding ORCL

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Meriwether Wealth & Planning's ORCL Position: Q3 2026 in Review

Meriwether Wealth & Planning reduced its Oracle (ORCL) stake by 2% in Q3 2026, selling an estimated $16.6K and leaving 5,801 shares worth $796K. The position accounts for 0.36% of the portfolio, ranked #48.

Meriwether Wealth & Planning first reported a position in ORCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.15M in Q2 2025. 783 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Meriwether Wealth & Planning held 5,801 shares of Oracle worth $796K as of Q3 2026.
Meriwether Wealth & Planning sold 118 Oracle shares in Q3 2026, an estimated $16.6K.
Oracle made up 0.36% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #48 holding.
Meriwether Wealth & Planning first reported a position in Oracle in Q4 2024 and has held it in 8 quarters since.
Meriwether Wealth & Planning's Oracle position peaked at $2.15M in Q2 2025.
783 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.