Private Advisory Group
ORCL icon

Private Advisory Group’s Oracle ORCL Stock Holding History

Private Advisory Group’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 		$312K Sell
2,273
-144
-6% -$20.3K 0.02% 270
2026
Q2 		$354K Sell
2,417
-505
-17% -$91.5K 0.02% 242
2026
Q1 		$430K Sell
2,922
-2,173
-43% -$353K 0.03% 211
2025
Q4 		$993K Sell
5,095
-38,677
-88% -$9.21M 0.08% 120
2025
Q3 		$12.3M Sell
43,772
-23,015
-34% -$5.86M 1.01% 28
2025
Q2 		$14.6M Sell
66,787
-28,974
-30% -$4.68M 1.32% 17
2025
Q1 		$13.4M Buy
95,761
+87,738
+1,094% +$14.3M 1.5% 16
2024
Q4 		$1.34M Buy
+8,023
New +$1.43M 0.15% 97

Other funds holding ORCL

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 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

Private Advisory Group's ORCL Position: Q3 2026 in Review

Private Advisory Group reduced its Oracle (ORCL) stake by 6% in Q3 2026, selling an estimated $20.3K and leaving 2,273 shares worth $312K. The position accounts for 0.02% of the portfolio, ranked #270.

Private Advisory Group first reported a position in ORCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $14.6M in Q2 2025. 2,913 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Private Advisory Group held 2,273 shares of Oracle worth $312K as of Q3 2026.
  • Private Advisory Group sold 144 Oracle shares in Q3 2026, an estimated $20.3K.
  • Oracle made up 0.02% of Private Advisory Group's portfolio in Q3 2026, its #270 holding.
  • Private Advisory Group first reported a position in Oracle in Q4 2024 and has held it in 8 quarters since.
  • Private Advisory Group's Oracle position peaked at $14.6M in Q2 2025.
  • 2,913 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Private Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.