MN Wealth Advisors’s Oracle ORCL Stock Holding History

MN Wealth Advisors’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	$323K	Buy	2,355 +92	+4%	+$13K	0.13%	103
2026 Q2	$332K	Buy	2,263 +23	+1%	+$4.17K	0.14%	100
2026 Q1	$330K	Buy	2,240 +210	+10%	+$34.1K	0.16%	94
2025 Q4	$396K	Buy	2,030 +57	+3%	+$13.6K	0.2%	76
2025 Q3	$555K	Buy	1,973 +22	+1%	+$5.6K	0.3%	65
2025 Q2	$427K	Buy	1,951 +92	+5%	+$14.9K	0.25%	73
2025 Q1	$260K	Sell	1,859 -30	-2%	-$4.88K	0.15%	92
2024 Q4	$315K	Buy	1,889 +130	+7%	+$23.1K	0.18%	79
2024 Q3	$300K	Sell	1,759 -121	-6%	-$17.5K	0.17%	77
2024 Q2	$266K	Buy	1,880 +86	+5%	+$10.7K	0.15%	87
2024 Q1	$225K	Buy	+1,794	New	+$205K	0.14%	84

Other funds holding ORCL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

MN Wealth Advisors's ORCL Position: Q3 2026 in Review

MN Wealth Advisors increased its Oracle (ORCL) stake by 4.1% in Q3 2026, buying an estimated $13K and bringing the position to 2,355 shares worth $323K. The position accounts for 0.13% of the portfolio, ranked #103.

MN Wealth Advisors first reported a position in ORCL in Q1 2024 and has held it in 11 quarters since. The position peaked at $555K in Q3 2025. 2,069 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

MN Wealth Advisors held 2,355 shares of Oracle worth $323K as of Q3 2026.
MN Wealth Advisors bought 92 Oracle shares in Q3 2026, an estimated $13K.
Oracle made up 0.13% of MN Wealth Advisors's portfolio in Q3 2026, its #103 holding.
MN Wealth Advisors first reported a position in Oracle in Q1 2024 and has held it in 11 quarters since.
MN Wealth Advisors's Oracle position peaked at $555K in Q3 2025.
2,069 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on MN Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.