Northwest Wealth Management
ORCL icon

Northwest Wealth Management’s Oracle ORCL Stock Holding History

Northwest Wealth 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 		$793K Buy
5,778
+2,406
+71% +$339K 0.1% 90
2026
Q2 		$494K Buy
3,372
+23
+0.7% +$4.17K 0.07% 134
2026
Q1 		$493K Buy
3,349
+91
+3% +$14.8K 0.07% 126
2025
Q4 		$635K Sell
3,258
-545
-14% -$130K 0.1% 101
2025
Q3 		$1.07M Buy
3,803
+527
+16% +$134K 0.18% 69
2025
Q2 		$716K Buy
3,276
+84
+3% +$13.6K 0.13% 85
2025
Q1 		$446K Buy
3,192
+683
+27% +$111K 0.09% 103
2024
Q4 		$418K Buy
2,509
+109
+5% +$19.4K 0.09% 104
2024
Q3 		$409K Buy
2,400
+14
+0.6% +$2.03K 0.1% 105
2024
Q2 		$337K Buy
2,386
+12
+0.5% +$1.49K 0.09% 114
2024
Q1 		$298K Sell
2,374
-20
-0.8% -$2.29K 0.08% 127
2023
Q4 		$252K Buy
2,394
+27
+1% +$2.95K 0.08% 133
2023
Q3 		$251K Buy
2,367
+67
+3% +$7.76K 0.09% 128
2023
Q2 		$274K Buy
2,300
+10
+0.4% +$1.03K 0.1% 124
2023
Q1 		$213K Buy
+2,290
New +$201K 0.08% 142
2019
Q2 		– Sell
-1,795
Closed -$96K – 363
2019
Q1 		$96K Sell
1,795
-385
-18% -$19.6K 0.07% 165
2018
Q4 		$98K Sell
2,180
-11
-0.5% -$527 0.08% 146
2018
Q3 		$113K Hold
2,191
– – 0.08% 142
2018
Q2 		$97K Hold
2,191
– – 0.07% 154
2018
Q1 		$100K Buy
+2,191
New +$109K 0.07% 150

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

Northwest Wealth Management's ORCL Position: Q3 2026 in Review

Northwest Wealth Management increased its Oracle (ORCL) stake by 71% in Q3 2026, buying an estimated $339K and bringing the position to 5,778 shares worth $793K. The position accounts for 0.1% of the portfolio, ranked #90.

Northwest Wealth Management first reported a position in ORCL in Q1 2018 and has held it in 20 quarters since. The position peaked at $1.07M in Q3 2025. 2,192 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Northwest Wealth Management held 5,778 shares of Oracle worth $793K as of Q3 2026.
  • Northwest Wealth Management bought 2,406 Oracle shares in Q3 2026, an estimated $339K.
  • Oracle made up 0.1% of Northwest Wealth Management's portfolio in Q3 2026, its #90 holding.
  • Northwest Wealth Management first reported a position in Oracle in Q1 2018 and has held it in 20 quarters since.
  • Northwest Wealth Management's Oracle position peaked at $1.07M in Q3 2025.
  • 2,192 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Northwest Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.