Rise Advisors
ORCL icon

Rise Advisors’s Oracle ORCL Stock Holding History

Rise 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 		$280K Sell
2,041
-24
-1% -$3.39K 0.08% 78
2026
Q2 		$303K Buy
2,065
+119
+6% +$21.6K 0.09% 79
2026
Q1 		$283K Buy
1,946
+40
+2% +$6.5K 0.1% 74
2025
Q4 		$372K Sell
1,906
-132
-6% -$31.4K 0.13% 57
2025
Q3 		$573K Buy
2,038
+358
+21% +$91.2K 0.21% 44
2025
Q2 		$367K Buy
1,680
+82
+5% +$13.2K 0.15% 62
2025
Q1 		$223K Buy
1,598
+113
+8% +$18.4K 0.1% 84
2024
Q4 		$248K Buy
1,485
+22
+2% +$3.91K 0.12% 74
2024
Q3 		$249K Sell
1,463
-96
-6% -$13.9K 0.12% 76
2024
Q2 		$220K Buy
1,559
+5
+0.3% +$621 0.12% 86
2024
Q1 		$195K Buy
1,554
+816
+111% +$93.4K 0.1% 93
2023
Q4 		$77.8K Sell
738
-8
-1% -$873 0.05% 123
2023
Q3 		$79K Sell
746
-13
-2% -$1.5K 0.06% 102
2023
Q2 		$90.3K Sell
759
-2
-0.3% -$207 0.07% 107
2023
Q1 		$70.7K Buy
761
+8
+1% +$702 0.05% 127
2022
Q4 		$61.6K Buy
753
+3
+0.4% +$228 0.05% 137
2022
Q3 		$46K Buy
750
+2
+0.3% +$146 0.04% 159
2022
Q2 		$52K Buy
748
+3
+0.4% +$220 0.05% 137
2022
Q1 		$62K Buy
745
+2
+0.3% +$162 0.06% 128
2021
Q4 		$64.8K Buy
+743
New +$69.8K 0.06% 126

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

Rise Advisors's ORCL Position: Q3 2026 in Review

Rise Advisors reduced its Oracle (ORCL) stake by 1.2% in Q3 2026, selling an estimated $3.39K and leaving 2,041 shares worth $280K. The position accounts for 0.08% of the portfolio, ranked #78.

Rise Advisors first reported a position in ORCL in Q4 2021 and has held it in 20 quarters since. The position peaked at $573K in Q3 2025. 880 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Rise Advisors held 2,041 shares of Oracle worth $280K as of Q3 2026.
  • Rise Advisors sold 24 Oracle shares in Q3 2026, an estimated $3.39K.
  • Oracle made up 0.08% of Rise Advisors's portfolio in Q3 2026, its #78 holding.
  • Rise Advisors first reported a position in Oracle in Q4 2021 and has held it in 20 quarters since.
  • Rise Advisors's Oracle position peaked at $573K in Q3 2025.
  • 880 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Rise Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.