Secure Asset Management
ORCL icon

Secure Asset Management’s Oracle ORCL Stock Holding History

Secure Asset 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 		$824K Buy
+6,000
New +$847K 0.11% 142

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

Secure Asset Management's ORCL Position: Q3 2026 in Review

Secure Asset Management increased its Oracle (ORCL) stake by 9.1% in Q3 2026, buying an estimated $240K and bringing the position to 20,259 shares worth $2.78M. The position accounts for 0.37% of the portfolio, ranked #72.

Secure Asset Management first reported a position in ORCL in Q3 2020 and has held it in 19 quarters since. The position peaked at $2.92M in Q2 2025. 2,041 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Secure Asset Management held 20,259 shares of Oracle worth $2.78M as of Q3 2026.
  • Secure Asset Management bought 1,698 Oracle shares in Q3 2026, an estimated $240K.
  • Oracle made up 0.37% of Secure Asset Management's portfolio in Q3 2026, its #72 holding.
  • Secure Asset Management first reported a position in Oracle in Q3 2020 and has held it in 19 quarters since.
  • Secure Asset Management's Oracle position peaked at $2.92M in Q2 2025.
  • 2,041 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Secure Asset Management's 13F filing for Q3 2026, filed 19 Oct 2026.