Pasadena Private Wealth
ORCL icon

Pasadena Private Wealth’s Oracle ORCL Stock Holding History

Pasadena Private Wealth’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 		$351K Buy
+2,556
New +$361K 0.04% 188

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Pasadena Private Wealth's ORCL Position: Q3 2026 in Review

Pasadena Private Wealth opened a new position in Oracle (ORCL) in Q3 2026: 2,556 shares worth $351K. The stake represents 0.04% of the portfolio and ranks #188 among its holdings.

2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Pasadena Private Wealth held 2,556 shares of Oracle worth $351K as of Q3 2026.
  • Oracle was a new Pasadena Private Wealth position in Q3 2026.
  • Oracle made up 0.04% of Pasadena Private Wealth's portfolio in Q3 2026, its #188 holding.
  • 2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Pasadena Private Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.