Retirement Wealth Solutions’s Oracle ORCL Stock Holding History

Retirement Wealth Solutions’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	$95.1K	Buy	693 +16	+2%	+$2.26K	0.05%	82
2026 Q2	$99.3K	Sell	677 -11	-2%	-$1.99K	0.05%	74
2026 Q1	$101K	Buy	688 +90	+15%	+$14.6K	0.06%	64
2025 Q4	$117K	Sell	598 -98	-14%	-$23.3K	0.07%	62
2025 Q3	$196K	Hold	696	–	–	0.13%	49
2025 Q2	$152K	Buy	696 +98	+16%	+$15.8K	0.11%	52
2025 Q1	$83.6K	Sell	598 -58	-9%	-$9.44K	0.07%	60
2024 Q4	$101K	Buy	+656	New	+$117K	0.09%	58

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

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 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

Retirement Wealth Solutions's ORCL Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Oracle (ORCL) stake by 2.4% in Q3 2026, buying an estimated $2.26K and bringing the position to 693 shares worth $95.1K. The position accounts for 0.05% of the portfolio, ranked #82.

Retirement Wealth Solutions first reported a position in ORCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $196K in Q3 2025. 880 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Retirement Wealth Solutions held 693 shares of Oracle worth $95.1K as of Q3 2026.
Retirement Wealth Solutions bought 16 Oracle shares in Q3 2026, an estimated $2.26K.
Oracle made up 0.05% of Retirement Wealth Solutions's portfolio in Q3 2026, its #82 holding.
Retirement Wealth Solutions first reported a position in Oracle in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Oracle position peaked at $196K in Q3 2025.
880 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.