Physician Wealth Advisors
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Physician Wealth Advisors’s Oracle ORCL Stock Holding History

Physician 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 		$274K Sell
1,997
-73
-4% -$10.3K 0.03% 171
2026
Q2 		$303K Buy
2,070
+128
+7% +$23.2K 0.04% 158
2026
Q1 		$286K Buy
1,942
+682
+54% +$111K 0.04% 155
2025
Q4 		$246K Sell
1,260
-438
-26% -$104K 0.03% 167
2025
Q3 		$478K Sell
1,698
-128
-7% -$32.6K 0.07% 111
2025
Q2 		$399K Sell
1,826
-27
-1% -$4.36K 0.06% 118
2025
Q1 		$259K Sell
1,853
-93
-5% -$15.1K 0.04% 150
2024
Q4 		$324K Buy
1,946
+283
+17% +$50.3K 0.05% 131
2024
Q3 		$290K Hold
1,663
– – 0.05% 137
2024
Q2 		$237K Hold
1,663
– – 0.04% 155
2024
Q1 		$201K Buy
+1,663
New +$190K 0.04% 172

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

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

Physician Wealth Advisors reduced its Oracle (ORCL) stake by 3.5% in Q3 2026, selling an estimated $10.3K and leaving 1,997 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #171.

Physician Wealth Advisors first reported a position in ORCL in Q1 2024 and has held it in 11 quarters since. The position peaked at $478K in Q3 2025. 2,069 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Physician Wealth Advisors held 1,997 shares of Oracle worth $274K as of Q3 2026.
  • Physician Wealth Advisors sold 73 Oracle shares in Q3 2026, an estimated $10.3K.
  • Oracle made up 0.03% of Physician Wealth Advisors's portfolio in Q3 2026, its #171 holding.
  • Physician Wealth Advisors first reported a position in Oracle in Q1 2024 and has held it in 11 quarters since.
  • Physician Wealth Advisors's Oracle position peaked at $478K in Q3 2025.
  • 2,069 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.