PFG Private Wealth Management
ORCL icon

PFG Private Wealth Management’s Oracle ORCL Stock Holding History

PFG Private 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 		– Sell
-2,659
Closed -$390K – 80
2026
Q2 		$390K Buy
2,659
+92
+4% +$16.7K 0.17% 50
2026
Q1 		$378K Buy
2,567
+734
+40% +$119K 0.16% 44
2025
Q4 		$357K Buy
+1,833
New +$436K 0.16% 47
2025
Q3 		– Sell
-1,906
Closed -$417K – 146
2025
Q2 		$417K Buy
1,906
+220
+13% +$35.5K 0.21% 37
2025
Q1 		$236K Buy
+1,686
New +$274K 0.13% 49

Other funds holding ORCL

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 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
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

PFG Private Wealth Management's ORCL Position: Q3 2026 in Review

PFG Private Wealth Management sold out of Oracle (ORCL) in Q3 2026, closing a stake of 2,659 shares — an estimated $390K sold.

PFG Private Wealth Management first reported a position in ORCL in Q1 2025 and held it in 5 quarters. The position peaked at $417K in Q2 2025. 1,060 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • PFG Private Wealth Management reported no remaining Oracle position as of Q3 2026 after selling out during the quarter.
  • PFG Private Wealth Management sold 2,659 Oracle shares in Q3 2026, an estimated $390K.
  • PFG Private Wealth Management first reported a position in Oracle in Q1 2025 and held it in 5 quarters.
  • PFG Private Wealth Management's Oracle position peaked at $417K in Q2 2025.
  • 1,060 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on PFG Private Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.