Midwest Financial Group
ORCL icon

Midwest Financial Group’s Oracle ORCL Stock Holding History

Midwest Financial 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 		$408K Sell
2,970
-185
-6% -$26.1K 0.14% 103
2026
Q2 		$462K Buy
3,155
+252
+9% +$45.7K 0.16% 94
2026
Q1 		$427K Buy
2,903
+191
+7% +$31K 0.18% 89
2025
Q4 		$529K Sell
2,712
-45
-2% -$10.7K 0.23% 71
2025
Q3 		$775K Sell
2,757
-50
-2% -$12.7K 0.37% 55
2025
Q2 		$614K Buy
2,807
+140
+5% +$22.6K 0.32% 61
2025
Q1 		$373K Buy
+2,667
New +$434K 0.22% 78

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

Midwest Financial Group's ORCL Position: Q3 2026 in Review

Midwest Financial Group reduced its Oracle (ORCL) stake by 5.9% in Q3 2026, selling an estimated $26.1K and leaving 2,970 shares worth $408K. The position accounts for 0.14% of the portfolio, ranked #103.

Midwest Financial Group first reported a position in ORCL in Q1 2025 and has held it in 7 quarters since. The position peaked at $775K in Q3 2025. 1,060 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Midwest Financial Group held 2,970 shares of Oracle worth $408K as of Q3 2026.
  • Midwest Financial Group sold 185 Oracle shares in Q3 2026, an estimated $26.1K.
  • Oracle made up 0.14% of Midwest Financial Group's portfolio in Q3 2026, its #103 holding.
  • Midwest Financial Group first reported a position in Oracle in Q1 2025 and has held it in 7 quarters since.
  • Midwest Financial Group's Oracle position peaked at $775K in Q3 2025.
  • 1,060 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Midwest Financial Group's 13F filing for Q3 2026, filed 15 Oct 2026.