Ridgecrest Wealth Partners
ORCL icon

Ridgecrest Wealth Partners’s Oracle ORCL Stock Holding History

Ridgecrest Wealth Partners’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 		$383K Hold
2,789
– – 0.18% 71
2026
Q2 		$409K Sell
2,789
-3
-0.1% -$544 0.2% 66
2026
Q1 		$411K Sell
2,792
-300
-10% -$48.8K 0.23% 63
2025
Q4 		$603K Sell
3,092
-2,797
-47% -$666K 0.33% 49
2025
Q3 		$1.66M Sell
5,889
-725
-11% -$185K 0.75% 30
2025
Q2 		$1.45M Sell
6,614
-199
-3% -$32.1K 0.76% 30
2025
Q1 		$953K Buy
6,813
+1,000
+17% +$163K 0.5% 42
2024
Q4 		$969K Sell
5,813
-2,000
-26% -$355K 0.53% 36
2024
Q3 		$1.33M Buy
7,813
+100
+1% +$14.5K 0.69% 31
2024
Q2 		$1.09M Buy
7,713
+49
+0.6% +$6.08K 0.66% 33
2024
Q1 		$963K Hold
7,664
– – 0.57% 38
2023
Q4 		$808K Hold
7,664
– – 0.53% 41
2023
Q3 		$812K Hold
7,664
– – 0.57% 34
2023
Q2 		$913K Buy
7,664
+264
+4% +$27.3K 0.6% 34
2023
Q1 		$688K Hold
7,400
– – 0.49% 39
2022
Q4 		$605K Hold
7,400
– – 0.46% 42
2022
Q3 		$452K Buy
7,400
+162
+2% +$11.9K 0.37% 48
2022
Q2 		$506K Hold
7,238
– – 0.37% 51
2022
Q1 		$599K Hold
7,238
– – 0.38% 53
2021
Q4 		$631K Buy
7,238
+100
+1% +$9.39K 0.31% 61
2021
Q3 		$622K Buy
7,138
+800
+13% +$70.7K 0.34% 59
2021
Q2 		$493K Buy
6,338
+200
+3% +$15.7K 0.31% 65
2021
Q1 		$431K Buy
+6,138
New +$397K 0.41% 52

Other funds holding ORCL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Ridgecrest Wealth Partners's ORCL Position: Q3 2026 in Review

Ridgecrest Wealth Partners held its Oracle (ORCL) position steady in Q3 2026 at 2,789 shares worth $383K. The position accounts for 0.18% of the portfolio, ranked #71.

Ridgecrest Wealth Partners first reported a position in ORCL in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.66M in Q3 2025. 1,447 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Ridgecrest Wealth Partners held 2,789 shares of Oracle worth $383K as of Q3 2026.
  • Ridgecrest Wealth Partners left its Oracle share count unchanged in Q3 2026.
  • Oracle made up 0.18% of Ridgecrest Wealth Partners's portfolio in Q3 2026, its #71 holding.
  • Ridgecrest Wealth Partners first reported a position in Oracle in Q1 2021 and has held it in 23 quarters since.
  • Ridgecrest Wealth Partners's Oracle position peaked at $1.66M in Q3 2025.
  • 1,447 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

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