Milestone Asset Management Group
ORCL icon

Milestone Asset Management Group’s Oracle ORCL Stock Holding History

Milestone Asset Management 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 		$390K Buy
2,838
+61
+2% +$8.61K 0.18% 92
2026
Q2 		$407K Sell
2,777
-30
-1% -$5.44K 0.21% 94
2026
Q1 		$413K Buy
2,807
+46
+2% +$7.48K 0.24% 82
2025
Q4 		$538K Buy
2,761
+128
+5% +$30.5K 0.3% 70
2025
Q3 		$740K Sell
2,633
-84
-3% -$21.4K 0.47% 56
2025
Q2 		$594K Hold
2,717
– – 0.44% 57
2025
Q1 		$380K Sell
2,717
-120
-4% -$19.5K 0.34% 67
2024
Q4 		$473K Buy
+2,837
New +$504K 0.42% 59

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 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

Milestone Asset Management Group's ORCL Position: Q3 2026 in Review

Milestone Asset Management Group increased its Oracle (ORCL) stake by 2.2% in Q3 2026, buying an estimated $8.61K and bringing the position to 2,838 shares worth $390K. The position accounts for 0.18% of the portfolio, ranked #92.

Milestone Asset Management Group first reported a position in ORCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $740K in Q3 2025. 1,249 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Milestone Asset Management Group held 2,838 shares of Oracle worth $390K as of Q3 2026.
  • Milestone Asset Management Group bought 61 Oracle shares in Q3 2026, an estimated $8.61K.
  • Oracle made up 0.18% of Milestone Asset Management Group's portfolio in Q3 2026, its #92 holding.
  • Milestone Asset Management Group first reported a position in Oracle in Q4 2024 and has held it in 8 quarters since.
  • Milestone Asset Management Group's Oracle position peaked at $740K in Q3 2025.
  • 1,249 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Milestone Asset Management Group's 13F filing for Q3 2026, filed 20 Oct 2026.