PUREfi Wealth
ORCL icon

PUREfi Wealth’s Oracle ORCL Stock Holding History

PUREfi Wealth’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 		$408K Buy
2,970
+14
+0.5% +$1.98K 0.19% 130
2026
Q2 		$433K Sell
2,956
-287
-9% -$52K 0.24% 108
2026
Q1 		$477K Sell
3,243
-1,308
-29% -$213K 0.31% 79
2025
Q4 		$887K Sell
4,551
-2,138
-32% -$509K 0.68% 38
2025
Q3 		$1.88M Sell
6,689
-1,319
-16% -$336K 1.45% 12
2025
Q2 		$1.75M Buy
8,008
+941
+13% +$152K 1.4% 12
2025
Q1 		$988K Buy
7,067
+994
+16% +$162K 0.99% 20
2024
Q4 		$1.01M Buy
+6,073
New +$1.08M 0.99% 16

Other funds holding ORCL

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

PUREfi Wealth's ORCL Position: Q3 2026 in Review

PUREfi Wealth increased its Oracle (ORCL) stake by 0.47% in Q3 2026, buying an estimated $1.98K and bringing the position to 2,970 shares worth $408K. The position accounts for 0.19% of the portfolio, ranked #130.

PUREfi Wealth first reported a position in ORCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.88M in Q3 2025. 880 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • PUREfi Wealth held 2,970 shares of Oracle worth $408K as of Q3 2026.
  • PUREfi Wealth bought 14 Oracle shares in Q3 2026, an estimated $1.98K.
  • Oracle made up 0.19% of PUREfi Wealth's portfolio in Q3 2026, its #130 holding.
  • PUREfi Wealth first reported a position in Oracle in Q4 2024 and has held it in 8 quarters since.
  • PUREfi Wealth's Oracle position peaked at $1.88M in Q3 2025.
  • 880 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on PUREfi Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.