Oak Harbor Wealth Partners
ORCL icon

Oak Harbor Wealth Partners’s Oracle ORCL Stock Holding History

Oak Harbor Wealth 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 		$231K Buy
1,684
+9
+0.5% +$1.27K 0.09% 150
2026
Q2 		$245K Sell
1,675
-4,222
-72% -$765K 0.09% 141
2026
Q1 		$868K Buy
5,897
+1,097
+23% +$178K 0.2% 103
2025
Q4 		$936K Sell
4,800
-9
-0.2% -$2.14K 0.22% 100
2025
Q3 		$1.35M Buy
4,809
+115
+2% +$29.3K 0.33% 70
2025
Q2 		$1.03M Buy
4,694
+835
+22% +$135K 0.28% 79
2025
Q1 		$540K Buy
3,859
+2,233
+137% +$364K 0.15% 112
2024
Q4 		$271K Hold
1,626
– – 0.08% 150
2024
Q3 		$277K Hold
1,626
– – 0.08% 146
2024
Q2 		$230K Sell
1,626
-500
-24% -$62.1K 0.07% 151
2024
Q1 		$267K Hold
2,126
– – 0.08% 145
2023
Q4 		$224K Sell
2,126
-53
-2% -$5.78K 0.08% 158
2023
Q3 		$231K Sell
2,179
-424
-16% -$49.1K 0.08% 149
2023
Q2 		$310K Hold
2,603
– – 0.11% 132
2023
Q1 		$242K Hold
2,603
– – 0.09% 148
2022
Q4 		$213K Buy
+2,603
New +$198K 0.08% 153
2022
Q2 		– Sell
-2,603
Closed -$215K – 223
2022
Q1 		$215K Sell
2,603
-76
-3% -$6.16K 0.07% 155
2021
Q4 		$234K Buy
+2,679
New +$252K 0.08% 152

Other funds holding ORCL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Oak Harbor Wealth Partners's ORCL Position: Q3 2026 in Review

Oak Harbor Wealth Partners increased its Oracle (ORCL) stake by 0.54% in Q3 2026, buying an estimated $1.27K and bringing the position to 1,684 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #150.

Oak Harbor Wealth Partners first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.35M in Q3 2025. 1,513 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Oak Harbor Wealth Partners held 1,684 shares of Oracle worth $231K as of Q3 2026.
  • Oak Harbor Wealth Partners bought 9 Oracle shares in Q3 2026, an estimated $1.27K.
  • Oracle made up 0.09% of Oak Harbor Wealth Partners's portfolio in Q3 2026, its #150 holding.
  • Oak Harbor Wealth Partners first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
  • Oak Harbor Wealth Partners's Oracle position peaked at $1.35M in Q3 2025.
  • 1,513 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q3 2026, filed 30 Oct 2026.