Sagespring Wealth Partners
ORCL icon

Sagespring Wealth Partners’s Oracle ORCL Stock Holding History

Sagespring 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 		$3.24M Sell
23,568
-1,256
-5% -$177K 0.05% 178
2026
Q2 		$3.64M Buy
24,824
+2,868
+13% +$520K 0.06% 160
2026
Q1 		$3.23M Buy
21,956
+1,122
+5% +$182K 0.06% 150
2025
Q4 		$4.06M Buy
20,834
+1,608
+8% +$383K 0.07% 133
2025
Q3 		$5.41M Buy
19,226
+1,473
+8% +$375K 0.11% 99
2025
Q2 		$3.88M Buy
17,753
+742
+4% +$120K 0.08% 122
2025
Q1 		$2.38M Buy
17,011
+2,271
+15% +$370K 0.06% 138
2024
Q4 		$2.46M Buy
+14,740
New +$2.62M 0.06% 126

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

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

Sagespring Wealth Partners reduced its Oracle (ORCL) stake by 5.1% in Q3 2026, selling an estimated $177K and leaving 23,568 shares worth $3.24M. The position accounts for 0.05% of the portfolio, ranked #178.

Sagespring Wealth Partners first reported a position in ORCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.41M in Q3 2025. 2,069 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Sagespring Wealth Partners held 23,568 shares of Oracle worth $3.24M as of Q3 2026.
  • Sagespring Wealth Partners sold 1,256 Oracle shares in Q3 2026, an estimated $177K.
  • Oracle made up 0.05% of Sagespring Wealth Partners's portfolio in Q3 2026, its #178 holding.
  • Sagespring Wealth Partners first reported a position in Oracle in Q4 2024 and has held it in 8 quarters since.
  • Sagespring Wealth Partners's Oracle position peaked at $5.41M in Q3 2025.
  • 2,069 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

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