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Rhodes Investment Advisors’s Oracle ORCL Stock Holding History

Rhodes Investment 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 		$1.01M Buy
7,355
+3,677
+100% +$519K 0.72% 46
2026
Q2 		$539K Buy
3,678
+1,359
+59% +$246K 0.4% 69
2026
Q1 		$341K Buy
+2,319
New +$377K 0.29% 80

Other funds holding ORCL

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
CA
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.15B AUM

Rhodes Investment Advisors's ORCL Position: Q3 2026 in Review

Rhodes Investment Advisors increased its Oracle (ORCL) stake by 100% in Q3 2026, buying an estimated $519K and bringing the position to 7,355 shares worth $1.01M. The position accounts for 0.72% of the portfolio, ranked #46.

Rhodes Investment Advisors first reported a position in ORCL in Q1 2026 and has held it in 3 quarters since. 116 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Rhodes Investment Advisors held 7,355 shares of Oracle worth $1.01M as of Q3 2026.
  • Rhodes Investment Advisors bought 3,677 Oracle shares in Q3 2026, an estimated $519K.
  • Oracle made up 0.72% of Rhodes Investment Advisors's portfolio in Q3 2026, its #46 holding.
  • Rhodes Investment Advisors first reported a position in Oracle in Q1 2026 and has held it in 3 quarters since.
  • 116 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Rhodes Investment Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.