Optivise Advisory Services
ORCL icon

Optivise Advisory Services’s Oracle ORCL Stock Holding History

Optivise 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 		$278K Buy
2,025
+239
+13% +$33.7K 0.14% 174
2026
Q2 		$262K Buy
1,786
+75
+4% +$13.6K 0.13% 175
2026
Q1 		$252K Sell
1,711
-385
-18% -$62.6K 0.15% 154
2025
Q4 		$409K Sell
2,096
-174
-8% -$41.4K 0.24% 109
2025
Q3 		$638K Sell
2,270
-599
-21% -$153K 0.38% 68
2025
Q2 		$627K Buy
2,869
+45
+2% +$7.27K 0.32% 79
2025
Q1 		$395K Buy
2,824
+194
+7% +$31.6K 0.22% 100
2024
Q4 		$438K Sell
2,630
-179
-6% -$31.8K 0.24% 98
2024
Q3 		$479K Sell
2,809
-432
-13% -$62.6K 0.25% 82
2024
Q2 		$458K Buy
+3,241
New +$402K 0.25% 87

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

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

Optivise Advisory Services increased its Oracle (ORCL) stake by 13% in Q3 2026, buying an estimated $33.7K and bringing the position to 2,025 shares worth $278K. The position accounts for 0.14% of the portfolio, ranked #174.

Optivise Advisory Services first reported a position in ORCL in Q2 2024 and has held it in 10 quarters since. The position peaked at $638K in Q3 2025. 2,211 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Optivise Advisory Services held 2,025 shares of Oracle worth $278K as of Q3 2026.
  • Optivise Advisory Services bought 239 Oracle shares in Q3 2026, an estimated $33.7K.
  • Oracle made up 0.14% of Optivise Advisory Services's portfolio in Q3 2026, its #174 holding.
  • Optivise Advisory Services first reported a position in Oracle in Q2 2024 and has held it in 10 quarters since.
  • Optivise Advisory Services's Oracle position peaked at $638K in Q3 2025.
  • 2,211 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

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