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Semus Wealth Partners’s Oracle ORCL Stock Holding History

Semus 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 		$1.27M Sell
9,263
-745
-7% -$105K 0.58% 37
2026
Q2 		$1.47M Buy
10,008
+1,819
+22% +$330K 0.71% 31
2026
Q1 		$1.2M Buy
8,189
+1,707
+26% +$277K 0.67% 37
2025
Q4 		$1.26M Buy
6,482
+4,866
+301% +$1.16M 0.68% 36
2025
Q3 		$455K Buy
1,616
+377
+30% +$96K 0.26% 63
2025
Q2 		$271K Buy
+1,239
New +$200K 0.18% 90

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

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

Semus Wealth Partners reduced its Oracle (ORCL) stake by 7.4% in Q3 2026, selling an estimated $105K and leaving 9,263 shares worth $1.27M. The position accounts for 0.58% of the portfolio, ranked #37.

Semus Wealth Partners first reported a position in ORCL in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.47M in Q2 2026. 2,211 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Semus Wealth Partners held 9,263 shares of Oracle worth $1.27M as of Q3 2026.
  • Semus Wealth Partners sold 745 Oracle shares in Q3 2026, an estimated $105K.
  • Oracle made up 0.58% of Semus Wealth Partners's portfolio in Q3 2026, its #37 holding.
  • Semus Wealth Partners first reported a position in Oracle in Q2 2025 and has held it in 6 quarters since.
  • Semus Wealth Partners's Oracle position peaked at $1.47M in Q2 2026.
  • 2,211 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

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