Patrick M. Sweeney & Associates’s Oracle ORCL Stock Holding History

Patrick M. Sweeney & Associates’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	$661K	Sell	4,811 -24	-0.5%	-$3.39K	0.37%	67
2026 Q2	$709K	Buy	4,835 +36	+0.8%	+$6.52K	0.41%	62
2026 Q1	$706K	Sell	4,799 -52	-1%	-$8.45K	0.45%	61
2025 Q4	$946K	Sell	4,851 -80	-2%	-$19K	0.59%	40
2025 Q3	$1.39M	Buy	4,931 +1	+0%	+$255	0.9%	23
2025 Q2	$1.17M	Buy	4,930 +1	+0%	+$161	0.8%	28
2025 Q1	$689K	Buy	4,929 +35	+0.7%	+$5.7K	0.51%	48
2024 Q4	$815K	Buy	4,894 +1	+0%	+$178	0.61%	41
2024 Q3	$834K	Buy	4,893 +41	+0.8%	+$5.94K	0.61%	38
2024 Q2	$685K	Buy	4,852 +426	+10%	+$52.9K	0.55%	45
2024 Q1	$556K	Buy	4,426 +1,629	+58%	+$186K	0.46%	57
2023 Q4	$295K	Buy	+2,797	New	+$305K	0.27%	92

Other funds holding ORCL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Patrick M. Sweeney & Associates's ORCL Position: Q3 2026 in Review

Patrick M. Sweeney & Associates reduced its Oracle (ORCL) stake by 0.5% in Q3 2026, selling an estimated $3.39K and leaving 4,811 shares worth $661K. The position accounts for 0.37% of the portfolio, ranked #67.

Patrick M. Sweeney & Associates first reported a position in ORCL in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.39M in Q3 2025. 2,069 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Patrick M. Sweeney & Associates held 4,811 shares of Oracle worth $661K as of Q3 2026.
Patrick M. Sweeney & Associates sold 24 Oracle shares in Q3 2026, an estimated $3.39K.
Oracle made up 0.37% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #67 holding.
Patrick M. Sweeney & Associates first reported a position in Oracle in Q4 2023 and has held it in 12 quarters since.
Patrick M. Sweeney & Associates's Oracle position peaked at $1.39M in Q3 2025.
2,069 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.