Navalign LLC
ORCL icon

Navalign LLC’s Oracle ORCL Stock Holding History

Navalign LLC’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 		$392K Buy
2,854
+61
+2% +$8.61K 0.09% 94
2026
Q2 		$409K Sell
2,793
-190
-6% -$34.4K 0.1% 100
2026
Q1 		$439K Buy
2,983
+153
+5% +$24.9K 0.11% 94
2025
Q4 		$552K Sell
2,830
-40
-1% -$9.5K 0.14% 87
2025
Q3 		$807K Buy
2,870
+1
+0% +$255 0.21% 78
2025
Q2 		$627K Sell
2,869
-453
-14% -$73.2K 0.17% 80
2025
Q1 		$464K Buy
3,322
+1
+0% +$163 0.13% 89
2024
Q4 		$553K Sell
3,321
-256
-7% -$45.5K 0.16% 81
2024
Q3 		$609K Buy
3,577
+2
+0.1% +$290 0.18% 82
2024
Q2 		$505K Sell
3,575
-399
-10% -$49.5K 0.16% 87
2024
Q1 		$499K Buy
3,974
+2
+0.1% +$229 0.17% 89
2023
Q4 		$419K Sell
3,972
-213
-5% -$23.2K 0.15% 99
2023
Q3 		$443K Hold
4,185
– – 0.17% 100
2023
Q2 		$498K Hold
4,185
– – 0.2% 87
2023
Q1 		$389K Hold
4,185
– – 0.16% 90
2022
Q4 		$342K Sell
4,185
-305
-7% -$23.2K 0.14% 107
2022
Q3 		$274K Hold
4,490
– – 0.12% 107
2022
Q2 		$314K Hold
4,490
– – 0.14% 102
2022
Q1 		$336K Buy
4,490
+69
+2% +$5.59K 0.14% 102
2021
Q4 		$386K Sell
4,421
-65
-1% -$6.1K 0.15% 101
2021
Q3 		$391K Sell
4,486
-9
-0.2% -$795 0.17% 97
2021
Q2 		$350K Hold
4,495
– – 0.15% 100
2021
Q1 		$315K Buy
+4,495
New +$291K 0.14% 108

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Navalign LLC's ORCL Position: Q3 2026 in Review

Navalign LLC increased its Oracle (ORCL) stake by 2.2% in Q3 2026, buying an estimated $8.61K and bringing the position to 2,854 shares worth $392K. The position accounts for 0.09% of the portfolio, ranked #94.

Navalign LLC first reported a position in ORCL in Q1 2021 and has held it in 23 quarters since. The position peaked at $807K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Navalign LLC held 2,854 shares of Oracle worth $392K as of Q3 2026.
  • Navalign LLC bought 61 Oracle shares in Q3 2026, an estimated $8.61K.
  • Oracle made up 0.09% of Navalign LLC's portfolio in Q3 2026, its #94 holding.
  • Navalign LLC first reported a position in Oracle in Q1 2021 and has held it in 23 quarters since.
  • Navalign LLC's Oracle position peaked at $807K in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Navalign LLC's 13F filing for Q3 2026, filed 9 Nov 2026.