NWF Advisory Services
ORCL icon

NWF Advisory Services’s Oracle ORCL Stock Holding History

NWF Advisory Services’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 		$525 Buy
+2
New +$282 ﹤0.01% 437

Other funds holding ORCL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

NWF Advisory Services's ORCL Position: Q3 2026 in Review

NWF Advisory Services reduced its Oracle (ORCL) stake by 18% in Q3 2026, selling an estimated $111K and leaving 3,554 shares worth $488K. The position accounts for 0.05% of the portfolio, ranked #229.

NWF Advisory Services first reported a position in ORCL in Q1 2024 and has held it in 11 quarters since. The position peaked at $803K in Q3 2025. 3,030 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • NWF Advisory Services held 3,554 shares of Oracle worth $488K as of Q3 2026.
  • NWF Advisory Services sold 787 Oracle shares in Q3 2026, an estimated $111K.
  • Oracle made up 0.05% of NWF Advisory Services's portfolio in Q3 2026, its #229 holding.
  • NWF Advisory Services first reported a position in Oracle in Q1 2024 and has held it in 11 quarters since.
  • NWF Advisory Services's Oracle position peaked at $803K in Q3 2025.
  • 3,030 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.