Opal Wealth Advisors
ORCL icon

Opal Wealth Advisors’s Oracle ORCL Stock Holding History

Opal Wealth Advisors’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 		$595K Sell
4,330
-47
-1% -$6.63K 0.12% 86
2026
Q2 		$641K Buy
4,377
+1,117
+34% +$202K 0.14% 77
2026
Q1 		$480K Buy
3,260
+111
+4% +$18K 0.11% 98
2025
Q4 		$614K Buy
3,149
+8
+0.3% +$1.9K 0.16% 85
2025
Q3 		$883K Buy
3,141
+275
+10% +$70K 0.25% 52
2025
Q2 		$627K Sell
2,866
-607
-17% -$98K 0.17% 69
2025
Q1 		$486K Sell
3,473
-1,161
-25% -$189K 0.15% 80
2024
Q4 		$772K Buy
4,634
+207
+5% +$36.8K 0.23% 60
2024
Q3 		$754K Sell
4,427
-40
-0.9% -$5.79K 0.24% 55
2024
Q2 		$631K Buy
4,467
+45
+1% +$5.59K 0.2% 63
2024
Q1 		$555K Buy
4,422
+1,087
+33% +$124K 0.19% 74
2023
Q4 		$352K Buy
3,335
+699
+27% +$76.3K 0.14% 112
2023
Q3 		$279K Buy
2,636
+371
+16% +$42.9K 0.16% 106
2023
Q2 		$270K Sell
2,265
-407
-15% -$42.1K 0.13% 110
2023
Q1 		$248K Sell
2,672
-328
-11% -$28.8K 0.15% 89
2022
Q4 		$245K Buy
+3,000
New +$228K 0.14% 95
2022
Q3 		– Sell
-2,891
Closed -$202K – 115
2022
Q2 		$202K Buy
2,891
+87
+3% +$6.37K 0.13% 104
2022
Q1 		$232K Buy
2,804
+37
+1% +$3K 0.2% 86
2021
Q4 		$241K Buy
+2,767
New +$260K 0.15% 103

Other funds holding ORCL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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

Opal Wealth Advisors's ORCL Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Oracle (ORCL) stake by 1.1% in Q3 2026, selling an estimated $6.63K and leaving 4,330 shares worth $595K. The position accounts for 0.12% of the portfolio, ranked #86.

Opal Wealth Advisors first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $883K in Q3 2025. 3,030 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Opal Wealth Advisors held 4,330 shares of Oracle worth $595K as of Q3 2026.
  • Opal Wealth Advisors sold 47 Oracle shares in Q3 2026, an estimated $6.63K.
  • Oracle made up 0.12% of Opal Wealth Advisors's portfolio in Q3 2026, its #86 holding.
  • Opal Wealth Advisors first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • Opal Wealth Advisors's Oracle position peaked at $883K in Q3 2025.
  • 3,030 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.