Orca Wealth Management
ORCL icon

Orca Wealth Management’s Oracle ORCL Stock Holding History

Orca Wealth 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 		$574K Buy
4,184
+34
+0.8% +$4.8K 0.34% 50
2026
Q2 		$608K Buy
+4,150
New +$752K 0.36% 46

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

Orca Wealth Management's ORCL Position: Q3 2026 in Review

Orca Wealth Management increased its Oracle (ORCL) stake by 0.82% in Q3 2026, buying an estimated $4.8K and bringing the position to 4,184 shares worth $574K. The position accounts for 0.34% of the portfolio, ranked #50.

Orca Wealth Management first reported a position in ORCL in Q2 2026 and has held it in 2 quarters since. The position peaked at $608K in Q2 2026. 1,513 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Orca Wealth Management held 4,184 shares of Oracle worth $574K as of Q3 2026.
  • Orca Wealth Management bought 34 Oracle shares in Q3 2026, an estimated $4.8K.
  • Oracle made up 0.34% of Orca Wealth Management's portfolio in Q3 2026, its #50 holding.
  • Orca Wealth Management first reported a position in Oracle in Q2 2026 and has held it in 2 quarters since.
  • Orca Wealth Management's Oracle position peaked at $608K in Q2 2026.
  • 1,513 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Orca Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.