RMG Wealth Management
ORCL icon

RMG Wealth Management’s Oracle ORCL Stock Holding History

RMG Wealth Management’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 		$34.5K Sell
280
-21
-7% -$2.96K ﹤0.01% 202
2026
Q2 		$46.1K Buy
301
+7
+2% +$1.27K ﹤0.01% 172
2026
Q1 		$57K Buy
294
+14
+5% +$2.28K 0.01% 155
2025
Q4 		$49.7K Hold
280
– – 0.01% 148
2025
Q3 		$76K Hold
280
– – 0.01% 113
2025
Q2 		$69.1K Buy
+280
New +$45.2K 0.01% 110

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

RMG Wealth Management's ORCL Position: Q3 2026 in Review

RMG Wealth Management reduced its Oracle (ORCL) stake by 7% in Q3 2026, selling an estimated $2.96K and leaving 280 shares worth $34.5K. The position accounts for ﹤0.01% of the portfolio, ranked #202.

RMG Wealth Management first reported a position in ORCL in Q2 2025 and has held it in 6 quarters since. The position peaked at $76K in Q3 2025. 1,747 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • RMG Wealth Management held 280 shares of Oracle worth $34.5K as of Q3 2026.
  • RMG Wealth Management sold 21 Oracle shares in Q3 2026, an estimated $2.96K.
  • Oracle made up ﹤0.01% of RMG Wealth Management's portfolio in Q3 2026, its #202 holding.
  • RMG Wealth Management first reported a position in Oracle in Q2 2025 and has held it in 6 quarters since.
  • RMG Wealth Management's Oracle position peaked at $76K in Q3 2025.
  • 1,747 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on RMG Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.