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Milestone Asset Management’s Oracle ORCL Stock Holding History

Milestone Asset 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 		$1.09M Sell
7,937
-19,752
-71% -$2.79M 0.17% 129
2026
Q2 		$4.06M Buy
+27,689
New +$5.02M 0.64% 46

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
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
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

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

Milestone Asset Management reduced its Oracle (ORCL) stake by 71% in Q3 2026, selling an estimated $2.79M and leaving 7,937 shares worth $1.09M. The position accounts for 0.17% of the portfolio, ranked #129.

Milestone Asset Management first reported a position in ORCL in Q2 2026 and has held it in 2 quarters since. The position peaked at $4.06M in Q2 2026. 576 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Milestone Asset Management held 7,937 shares of Oracle worth $1.09M as of Q3 2026.
  • Milestone Asset Management sold 19,752 Oracle shares in Q3 2026, an estimated $2.79M.
  • Oracle made up 0.17% of Milestone Asset Management's portfolio in Q3 2026, its #129 holding.
  • Milestone Asset Management first reported a position in Oracle in Q2 2026 and has held it in 2 quarters since.
  • Milestone Asset Management's Oracle position peaked at $4.06M in Q2 2026.
  • 576 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.