Power Wealth Management’s Oracle ORCL Stock Holding History

Power 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	$358K	Sell	2,608 -413	-14%	-$58.3K	0.12%	91
2026 Q2	$443K	Sell	3,021 -1,209	-29%	-$219K	0.15%	75
2026 Q1	$622K	Buy	4,230 +289	+7%	+$47K	0.23%	61
2025 Q4	$768K	Buy	3,941 +13	+0.3%	+$3.1K	0.27%	60
2025 Q3	$1.1M	Buy	3,928 +2,049	+109%	+$522K	0.4%	43
2025 Q2	$411K	Buy	+1,879	New	+$303K	0.16%	71
2025 Q1	–	Sell	-1,674	Closed	-$279K	–	91
2024 Q4	$279K	Sell	1,674 -63	-4%	-$11.2K	0.12%	80
2024 Q3	$296K	Buy	1,737 +91	+6%	+$13.2K	0.13%	76
2024 Q2	$232K	Sell	1,646 -33	-2%	-$4.1K	0.11%	90
2024 Q1	$211K	Sell	1,679 -353	-17%	-$40.4K	0.13%	94
2023 Q4	$214K	Buy	+2,032	New	+$222K	0.15%	89

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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Power Wealth Management's ORCL Position: Q3 2026 in Review

Power Wealth Management reduced its Oracle (ORCL) stake by 14% in Q3 2026, selling an estimated $58.3K and leaving 2,608 shares worth $358K. The position accounts for 0.12% of the portfolio, ranked #91.

Power Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.1M in Q3 2025. 1,615 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Power Wealth Management held 2,608 shares of Oracle worth $358K as of Q3 2026.
Power Wealth Management sold 413 Oracle shares in Q3 2026, an estimated $58.3K.
Oracle made up 0.12% of Power Wealth Management's portfolio in Q3 2026, its #91 holding.
Power Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
Power Wealth Management's Oracle position peaked at $1.1M in Q3 2025.
1,615 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Power Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.