Peterson Wealth Services’s Oracle ORCL Stock Holding History

Peterson Wealth 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	$3.8M	Buy	27,666 +1,408	+5%	+$199K	0.8%	34
2026 Q2	$3.85M	Sell	26,258 -555	-2%	-$101K	0.84%	34
2026 Q1	$3.94M	Buy	26,813 +562	+2%	+$91.4K	0.97%	28
2025 Q4	$5.12M	Buy	26,251 +24,584	+1,475%	+$5.85M	1.31%	19
2025 Q3	$7.42M	Sell	1,667 -24,809	-94%	-$6.32M	1.83%	14
2025 Q2	$5.79M	Buy	26,476 +418	+2%	+$67.5K	1.59%	18
2025 Q1	$3.64M	Buy	26,058 +17,230	+195%	+$2.81M	1.13%	27
2024 Q4	$1.47M	Buy	+8,828	New	+$1.57M	0.44%	53

Other funds holding ORCL

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

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 Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Peterson Wealth Services's ORCL Position: Q3 2026 in Review

Peterson Wealth Services increased its Oracle (ORCL) stake by 5.4% in Q3 2026, buying an estimated $199K and bringing the position to 27,666 shares worth $3.8M. The position accounts for 0.8% of the portfolio, ranked #34.

Peterson Wealth Services first reported a position in ORCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $7.42M in Q3 2025. 1,513 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Peterson Wealth Services held 27,666 shares of Oracle worth $3.8M as of Q3 2026.
Peterson Wealth Services bought 1,408 Oracle shares in Q3 2026, an estimated $199K.
Oracle made up 0.8% of Peterson Wealth Services's portfolio in Q3 2026, its #34 holding.
Peterson Wealth Services first reported a position in Oracle in Q4 2024 and has held it in 8 quarters since.
Peterson Wealth Services's Oracle position peaked at $7.42M in Q3 2025.
1,513 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.