Narus Financial Partners
ORCL icon

Narus Financial Partners’s Oracle ORCL Stock Holding History

Narus Financial Partners’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 		$1.16M Buy
8,456
+96
+1% +$13.5K 0.31% 63
2026
Q2 		$1.23M Sell
8,360
-71
-0.8% -$12.9K 0.31% 59
2026
Q1 		$1.24M Buy
8,431
+795
+10% +$129K 0.33% 54
2025
Q4 		$1.49M Buy
7,636
+153
+2% +$36.4K 0.41% 46
2025
Q3 		$2.1M Buy
7,483
+313
+4% +$79.7K 0.58% 36
2025
Q2 		$1.57M Buy
7,170
+97
+1% +$15.7K 0.49% 42
2025
Q1 		$989K Sell
7,073
-2,471
-26% -$402K 0.34% 51
2024
Q4 		$1.59M Buy
9,544
+884
+10% +$157K 0.54% 38
2024
Q3 		$1.48M Sell
8,660
-335
-4% -$48.5K 0.53% 39
2024
Q2 		$1.27M Buy
8,995
+35
+0.4% +$4.35K 0.51% 41
2024
Q1 		$1.13M Sell
8,960
-690
-7% -$79K 0.48% 47
2023
Q4 		$1.02M Buy
9,650
+6,682
+225% +$729K 0.49% 45
2023
Q3 		$314K Sell
2,968
-50
-2% -$5.79K 0.16% 86
2023
Q2 		$359K Sell
3,018
-500
-14% -$51.7K 0.19% 74
2023
Q1 		$327K Sell
3,518
-100
-3% -$8.77K 0.18% 81
2022
Q4 		$296K Hold
3,618
– – 0.17% 82
2022
Q3 		$221K Hold
3,618
– – 0.14% 104
2022
Q2 		$253K Sell
3,618
-200
-5% -$14.6K 0.16% 85
2022
Q1 		$316K Buy
+3,818
New +$309K 0.18% 80
2021
Q1 		$256K Buy
+3,650
New +$236K 0.15% 83
2017
Q3 		$218K Sell
4,500
-150
-3% -$7.46K 0.19% 73
2017
Q2 		$233K Sell
4,650
-100
-2% -$4.56K 0.22% 69
2017
Q1 		$212K Buy
+4,750
New +$198K 0.2% 68

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Narus Financial Partners's ORCL Position: Q3 2026 in Review

Narus Financial Partners increased its Oracle (ORCL) stake by 1.1% in Q3 2026, buying an estimated $13.5K and bringing the position to 8,456 shares worth $1.16M. The position accounts for 0.31% of the portfolio, ranked #63.

Narus Financial Partners first reported a position in ORCL in Q1 2017 and has held it in 23 quarters since. The position peaked at $2.1M in Q3 2025. 2,069 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Narus Financial Partners held 8,456 shares of Oracle worth $1.16M as of Q3 2026.
  • Narus Financial Partners bought 96 Oracle shares in Q3 2026, an estimated $13.5K.
  • Oracle made up 0.31% of Narus Financial Partners's portfolio in Q3 2026, its #63 holding.
  • Narus Financial Partners first reported a position in Oracle in Q1 2017 and has held it in 23 quarters since.
  • Narus Financial Partners's Oracle position peaked at $2.1M in Q3 2025.
  • 2,069 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Narus Financial Partners's 13F filing for Q3 2026, filed 19 Oct 2026.