Provenance Wealth Advisors
ORCL icon

Provenance Wealth Advisors’s Oracle ORCL Stock Holding History

Provenance 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 		$3.08M Buy
22,433
+20,712
+1,203% +$2.92M 0.18% 54
2026
Q2 		$252K Buy
1,721
+752
+78% +$136K 0.02% 121
2026
Q1 		$143K Buy
969
+800
+473% +$130K 0.02% 143
2025
Q4 		$32.9K Sell
169
-800
-83% -$190K ﹤0.01% 227
2025
Q3 		$273K Hold
969
– – 0.04% 106
2025
Q2 		$212K Hold
969
– – 0.03% 118
2025
Q1 		$135K Hold
969
– – 0.02% 154
2024
Q4 		$161K Hold
969
– – 0.02% 158
2024
Q3 		$165K Buy
969
+800
+473% +$116K 0.02% 160
2024
Q2 		$23.9K Sell
169
-800
-83% -$99.3K ﹤0.01% 249
2024
Q1 		$122K Buy
969
+769
+385% +$88K 0.02% 168
2023
Q4 		$21.1K Buy
+200
New +$21.8K ﹤0.01% 261

Other funds holding ORCL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

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

Provenance Wealth Advisors increased its Oracle (ORCL) stake by 1,203% in Q3 2026, buying an estimated $2.92M and bringing the position to 22,433 shares worth $3.08M. The position accounts for 0.18% of the portfolio, ranked #54.

Provenance Wealth Advisors first reported a position in ORCL in Q4 2023 and has held it in 12 quarters since. 3,030 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Provenance Wealth Advisors held 22,433 shares of Oracle worth $3.08M as of Q3 2026.
  • Provenance Wealth Advisors bought 20,712 Oracle shares in Q3 2026, an estimated $2.92M.
  • Oracle made up 0.18% of Provenance Wealth Advisors's portfolio in Q3 2026, its #54 holding.
  • Provenance Wealth Advisors first reported a position in Oracle in Q4 2023 and has held it in 12 quarters since.
  • 3,030 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Provenance Wealth Advisors's 13F filing for Q3 2026, filed 30 Oct 2026.