Outlook Wealth Advisors
ORCL icon

Outlook Wealth Advisors’s Oracle ORCL Stock Holding History

Outlook 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 		$706K Sell
5,143
-417
-8% -$58.8K 0.15% 143
2026
Q2 		$815K Sell
5,560
-95
-2% -$17.2K 0.18% 123
2026
Q1 		$832K Buy
5,655
+4,577
+425% +$744K 0.2% 106
2025
Q4 		$210K Buy
1,078
+173
+19% +$41.2K 0.05% 292
2025
Q3 		$255K Buy
+905
New +$230K 0.06% 266

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
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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

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

Outlook Wealth Advisors reduced its Oracle (ORCL) stake by 7.5% in Q3 2026, selling an estimated $58.8K and leaving 5,143 shares worth $706K. The position accounts for 0.15% of the portfolio, ranked #143.

Outlook Wealth Advisors first reported a position in ORCL in Q3 2025 and has held it in 5 quarters since. The position peaked at $832K in Q1 2026. 2,093 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Outlook Wealth Advisors held 5,143 shares of Oracle worth $706K as of Q3 2026.
  • Outlook Wealth Advisors sold 417 Oracle shares in Q3 2026, an estimated $58.8K.
  • Oracle made up 0.15% of Outlook Wealth Advisors's portfolio in Q3 2026, its #143 holding.
  • Outlook Wealth Advisors first reported a position in Oracle in Q3 2025 and has held it in 5 quarters since.
  • Outlook Wealth Advisors's Oracle position peaked at $832K in Q1 2026.
  • 2,093 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Outlook Wealth Advisors's 13F filing for Q3 2026, filed 28 Oct 2026.