Premier Path Wealth Partners’s Oracle ORCL Stock Holding History

Premier Path Wealth Partners’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	$1.3M	Sell	9,482 -1,947	-17%	-$275K	0.15%	123
2026 Q2	$1.67M	Sell	11,429 -1,232	-10%	-$223K	0.19%	109
2026 Q1	$1.86M	Buy	12,661 +4,802	+61%	+$781K	0.24%	95
2025 Q4	$1.53M	Buy	7,859 +48	+0.6%	+$11.4K	0.2%	108
2025 Q3	$2.2M	Buy	7,811 +421	+6%	+$107K	0.28%	79
2025 Q2	$1.62M	Buy	7,390 +543	+8%	+$87.7K	0.22%	103
2025 Q1	$957K	Sell	6,847 -170	-2%	-$27.7K	0.15%	164
2024 Q4	$1.17M	Buy	7,017 +82	+1%	+$14.6K	0.18%	138
2024 Q3	$1.18M	Sell	6,935 -45	-0.6%	-$6.52K	0.19%	140
2024 Q2	$986K	Buy	6,980 +279	+4%	+$34.6K	0.17%	146
2024 Q1	$842K	Buy	6,701 +9	+0.1%	+$1.03K	0.16%	151
2023 Q4	$706K	Buy	+6,692	New	+$730K	0.16%	149

Other funds holding ORCL

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

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

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Premier Path Wealth Partners's ORCL Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its Oracle (ORCL) stake by 17% in Q3 2026, selling an estimated $275K and leaving 9,482 shares worth $1.3M. The position accounts for 0.15% of the portfolio, ranked #123.

Premier Path Wealth Partners first reported a position in ORCL in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.2M in Q3 2025. 717 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Premier Path Wealth Partners held 9,482 shares of Oracle worth $1.3M as of Q3 2026.
Premier Path Wealth Partners sold 1,947 Oracle shares in Q3 2026, an estimated $275K.
Oracle made up 0.15% of Premier Path Wealth Partners's portfolio in Q3 2026, its #123 holding.
Premier Path Wealth Partners first reported a position in Oracle in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's Oracle position peaked at $2.2M in Q3 2025.
717 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.