Sendero Wealth Management
ORCL icon

Sendero Wealth Management’s Oracle ORCL Stock Holding History

Sendero Wealth 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 		$2.85M Sell
20,756
-2,004
-9% -$283K 0.28% 55
2026
Q2 		$3.34M Sell
22,760
-744
-3% -$135K 0.33% 49
2026
Q1 		$3.46M Buy
23,504
+4,944
+27% +$804K 0.38% 51
2025
Q4 		$3.62M Sell
18,560
-178
-0.9% -$42.4K 0.4% 51
2025
Q3 		$5.27M Buy
18,738
+16,505
+739% +$4.2M 0.62% 33
2025
Q2 		$488K Buy
2,233
+481
+27% +$77.7K 0.06% 144
2025
Q1 		$245K Buy
1,752
+12
+0.7% +$1.95K 0.03% 167
2024
Q4 		$290K Buy
1,740
+149
+9% +$26.5K 0.04% 152
2024
Q3 		$271K Sell
1,591
-724
-31% -$105K 0.04% 150
2024
Q2 		$327K Sell
2,315
-299
-11% -$37.1K 0.06% 138
2024
Q1 		$328K Sell
2,614
-6,261
-71% -$717K 0.06% 138
2023
Q4 		$936K Sell
8,875
-20,181
-69% -$2.2M 0.18% 84
2023
Q3 		$3.08M Sell
29,056
-5,259
-15% -$609K 0.66% 32
2023
Q2 		$4.09M Sell
34,315
-8,892
-21% -$919K 0.89% 21
2023
Q1 		$4.01M Buy
43,207
+12,227
+39% +$1.07M 1.23% 9
2022
Q4 		$2.53M Buy
30,980
+16,408
+113% +$1.25M 0.9% 18
2022
Q3 		$890K Buy
14,572
+8,372
+135% +$613K 0.37% 46
2022
Q2 		$433K Buy
6,200
+1,690
+37% +$124K 0.42% 59
2022
Q1 		$373K Hold
4,510
– – 0.17% 62
2021
Q4 		$393K Buy
+4,510
New +$423K 0.17% 67

Other funds holding ORCL

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sendero Wealth Management's ORCL Position: Q3 2026 in Review

Sendero Wealth Management reduced its Oracle (ORCL) stake by 8.8% in Q3 2026, selling an estimated $283K and leaving 20,756 shares worth $2.85M. The position accounts for 0.28% of the portfolio, ranked #55.

Sendero Wealth Management first reported a position in ORCL in Q4 2021 and has held it in 20 quarters since. The position peaked at $5.27M in Q3 2025. 880 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Sendero Wealth Management held 20,756 shares of Oracle worth $2.85M as of Q3 2026.
  • Sendero Wealth Management sold 2,004 Oracle shares in Q3 2026, an estimated $283K.
  • Oracle made up 0.28% of Sendero Wealth Management's portfolio in Q3 2026, its #55 holding.
  • Sendero Wealth Management first reported a position in Oracle in Q4 2021 and has held it in 20 quarters since.
  • Sendero Wealth Management's Oracle position peaked at $5.27M in Q3 2025.
  • 880 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Sendero Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.