RMR Wealth Builders
ORCL icon

RMR Wealth Builders’s Oracle ORCL Stock Holding History

RMR Wealth Builders’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 		$496K Sell
3,615
-18,764
-84% -$2.65M 0.03% 189
2026
Q2 		$3.28M Buy
22,379
+4,062
+22% +$736K 0.2% 73
2026
Q1 		$2.69M Buy
18,317
+4,724
+35% +$768K 0.21% 73
2025
Q4 		$2.65M Buy
13,593
+2,695
+25% +$642K 0.21% 63
2025
Q3 		$3.06M Buy
10,898
+591
+6% +$151K 0.26% 51
2025
Q2 		$2.25M Buy
10,307
+1,030
+11% +$166K 0.2% 64
2025
Q1 		$1.3M Buy
9,277
+2,122
+30% +$345K 0.14% 94
2024
Q4 		$1.19M Buy
7,155
+5,675
+383% +$1.01M 0.12% 95
2024
Q3 		$252K Sell
1,480
-69
-4% -$10K 0.03% 225
2024
Q2 		$219K Sell
1,549
-1,233
-44% -$153K 0.03% 235
2024
Q1 		$349K Buy
+2,782
New +$318K 0.04% 192
2021
Q4 		– Sell
-3,051
Closed -$266K – 184
2021
Q3 		$266K Buy
+3,051
New +$269K 0.08% 149
2021
Q2 		– Sell
-2,246
Closed -$158K – 521
2021
Q1 		$158K Buy
2,246
+2,152
+2,289% +$139K 0.04% 221
2020
Q4 		$6K Sell
94
-4,581
-98% -$273K ﹤0.01% 450
2020
Q3 		$279K Buy
4,675
+4,581
+4,873% +$260K 0.07% 161
2020
Q2 		$5K Buy
+94
New +$4.98K ﹤0.01% 384
2019
Q4 		$46K Buy
+867
New +$47.7K 0.04% 237

Other funds holding ORCL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
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

RMR Wealth Builders's ORCL Position: Q3 2026 in Review

RMR Wealth Builders reduced its Oracle (ORCL) stake by 84% in Q3 2026, selling an estimated $2.65M and leaving 3,615 shares worth $496K. The position accounts for 0.03% of the portfolio, ranked #189.

RMR Wealth Builders first reported a position in ORCL in Q4 2019 and has held it in 17 quarters since. The position peaked at $3.28M in Q2 2026. 1,845 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • RMR Wealth Builders held 3,615 shares of Oracle worth $496K as of Q3 2026.
  • RMR Wealth Builders sold 18,764 Oracle shares in Q3 2026, an estimated $2.65M.
  • Oracle made up 0.03% of RMR Wealth Builders's portfolio in Q3 2026, its #189 holding.
  • RMR Wealth Builders first reported a position in Oracle in Q4 2019 and has held it in 17 quarters since.
  • RMR Wealth Builders's Oracle position peaked at $3.28M in Q2 2026.
  • 1,845 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.