PW Nova Financial Services
ORCL icon

PW Nova Financial Services’s Oracle ORCL Stock Holding History

PW Nova Financial Services’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 		$724K Sell
5,270
-4,086
-44% -$576K 0.15% 113
2026
Q2 		$1.37M Buy
9,356
+151
+2% +$27.4K 0.29% 75
2026
Q1 		$1.35M Buy
9,205
+7,196
+358% +$1.17M 0.34% 76
2025
Q4 		$393K Buy
+2,009
New +$478K 0.15% 84

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

PW Nova Financial Services's ORCL Position: Q3 2026 in Review

PW Nova Financial Services reduced its Oracle (ORCL) stake by 44% in Q3 2026, selling an estimated $576K and leaving 5,270 shares worth $724K. The position accounts for 0.15% of the portfolio, ranked #113.

PW Nova Financial Services first reported a position in ORCL in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.37M in Q2 2026. 828 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • PW Nova Financial Services held 5,270 shares of Oracle worth $724K as of Q3 2026.
  • PW Nova Financial Services sold 4,086 Oracle shares in Q3 2026, an estimated $576K.
  • Oracle made up 0.15% of PW Nova Financial Services's portfolio in Q3 2026, its #113 holding.
  • PW Nova Financial Services first reported a position in Oracle in Q4 2025 and has held it in 4 quarters since.
  • PW Nova Financial Services's Oracle position peaked at $1.37M in Q2 2026.
  • 828 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on PW Nova Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.