Schneider Downs Wealth Management Advisors
ORCL icon

Schneider Downs Wealth Management Advisors’s Oracle ORCL Stock Holding History

Schneider Downs Wealth Management 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 		$589K Buy
4,293
+572
+15% +$80.7K 0.05% 101
2026
Q2 		$545K Buy
3,721
+35
+0.9% +$6.34K 0.05% 103
2026
Q1 		$542K Sell
3,686
-6
-0.2% -$975 0.06% 97
2025
Q4 		$720K Buy
3,692
+6
+0.2% +$1.43K 0.08% 79
2025
Q3 		$1.04M Hold
3,686
– – 0.12% 64
2025
Q2 		$806K Hold
3,686
– – 0.12% 74
2025
Q1 		$515K Hold
3,686
– – 0.09% 85
2024
Q4 		$614K Hold
3,686
– – 0.12% 74
2024
Q3 		$628K Sell
3,686
-319
-8% -$46.2K 0.13% 70
2024
Q2 		$566K Buy
4,005
+24
+0.6% +$2.98K 0.13% 67
2024
Q1 		$500K Hold
3,981
– – 0.12% 77
2023
Q4 		$420K Sell
3,981
-106
-3% -$11.6K 0.11% 76
2023
Q3 		$433K Buy
4,087
+22
+0.5% +$2.55K 0.1% 64
2023
Q2 		$484K Buy
4,065
+10
+0.2% +$1.03K 0.11% 65
2023
Q1 		$377K Sell
4,055
-81
-2% -$7.1K 0.08% 77
2022
Q4 		$338K Sell
4,136
-2,251
-35% -$171K 0.07% 79
2022
Q3 		$390K Sell
6,387
-2,059
-24% -$151K 0.11% 77
2022
Q2 		$590K Hold
8,446
– – 0.16% 64
2022
Q1 		$699K Sell
8,446
-473
-5% -$38.3K 0.18% 61
2021
Q4 		$778K Sell
8,919
-150
-2% -$14.1K 0.19% 61
2021
Q3 		$790K Buy
9,069
+432
+5% +$38.2K 0.2% 58
2021
Q2 		$672K Buy
8,637
+41
+0.5% +$3.21K 0.17% 59
2021
Q1 		$603K Buy
8,596
+2,324
+37% +$150K 0.15% 61
2020
Q4 		$406K Sell
6,272
-1,693
-21% -$101K 0.11% 52
2020
Q3 		$476K Hold
7,965
– – 0.16% 49
2020
Q2 		$440K Buy
7,965
+240
+3% +$12.7K 0.15% 47
2020
Q1 		$373K Buy
7,725
+3,778
+96% +$195K 0.14% 53
2019
Q4 		$209K Hold
3,947
– – 0.06% 66
2019
Q3 		$217K Buy
+3,947
New +$218K 0.07% 59

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

Schneider Downs Wealth Management Advisors's ORCL Position: Q3 2026 in Review

Schneider Downs Wealth Management Advisors increased its Oracle (ORCL) stake by 15% in Q3 2026, buying an estimated $80.7K and bringing the position to 4,293 shares worth $589K. The position accounts for 0.05% of the portfolio, ranked #101.

Schneider Downs Wealth Management Advisors first reported a position in ORCL in Q3 2019 and has held it in 29 quarters since. The position peaked at $1.04M in Q3 2025. 1,615 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Schneider Downs Wealth Management Advisors held 4,293 shares of Oracle worth $589K as of Q3 2026.
  • Schneider Downs Wealth Management Advisors bought 572 Oracle shares in Q3 2026, an estimated $80.7K.
  • Oracle made up 0.05% of Schneider Downs Wealth Management Advisors's portfolio in Q3 2026, its #101 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Oracle in Q3 2019 and has held it in 29 quarters since.
  • Schneider Downs Wealth Management Advisors's Oracle position peaked at $1.04M in Q3 2025.
  • 1,615 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.