One Wealth Capital Management’s Oracle ORCL Stock Holding History

One Wealth Capital 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	$222K	Sell	1,618 -13,258	-89%	-$1.87M	0.08%	114
2026 Q2	$2.18M	Buy	14,876 +7,665	+106%	+$1.39M	0.61%	35
2026 Q1	$1.2M	Sell	7,211 -3,532	-33%	-$574K	0.52%	35
2025 Q4	$2.09M	Buy	10,743 +801	+8%	+$191K	0.89%	25
2025 Q3	$2.8M	Sell	9,942 -1,043	-9%	-$266K	1.25%	18
2025 Q2	$2.4M	Sell	10,985 -180	-2%	-$29.1K	1.13%	19
2025 Q1	$1.56M	Buy	11,165 +1,983	+22%	+$323K	0.84%	26
2024 Q4	$1.53M	Buy	+9,182	New	+$1.63M	0.78%	24

Other funds holding ORCL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

One Wealth Capital Management's ORCL Position: Q3 2026 in Review

One Wealth Capital Management reduced its Oracle (ORCL) stake by 89% in Q3 2026, selling an estimated $1.87M and leaving 1,618 shares worth $222K. The position accounts for 0.08% of the portfolio, ranked #114.

One Wealth Capital Management first reported a position in ORCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.8M in Q3 2025. 2,451 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

One Wealth Capital Management held 1,618 shares of Oracle worth $222K as of Q3 2026.
One Wealth Capital Management sold 13,258 Oracle shares in Q3 2026, an estimated $1.87M.
Oracle made up 0.08% of One Wealth Capital Management's portfolio in Q3 2026, its #114 holding.
One Wealth Capital Management first reported a position in Oracle in Q4 2024 and has held it in 8 quarters since.
One Wealth Capital Management's Oracle position peaked at $2.8M in Q3 2025.
2,451 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on One Wealth Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.