Sicart Associates
ORCL icon

Sicart Associates’s Oracle ORCL Stock Holding History

Sicart Associates’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 		$6.53M Buy
50,906
+2,346
+5% +$331K 1.58% 23
2026
Q2 		$7.12M Buy
+48,560
New +$8.8M 1.74% 21
2019
Q4 		– Sell
-12,200
Closed -$671K – 114
2019
Q3 		$671K Buy
+12,200
New +$674K 0.22% 57

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Sicart Associates's ORCL Position: Q3 2026 in Review

Sicart Associates increased its Oracle (ORCL) stake by 4.8% in Q3 2026, buying an estimated $331K and bringing the position to 50,906 shares worth $6.53M. The position accounts for 1.58% of the portfolio, ranked #23.

Sicart Associates first reported a position in ORCL in Q3 2019 and has held it in 3 quarters since. The position peaked at $7.12M in Q2 2026. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Sicart Associates held 50,906 shares of Oracle worth $6.53M as of Q3 2026.
  • Sicart Associates bought 2,346 Oracle shares in Q3 2026, an estimated $331K.
  • Oracle made up 1.58% of Sicart Associates's portfolio in Q3 2026, its #23 holding.
  • Sicart Associates first reported a position in Oracle in Q3 2019 and has held it in 3 quarters since.
  • Sicart Associates's Oracle position peaked at $7.12M in Q2 2026.
  • 2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Sicart Associates's 13F filing for Q3 2026, filed 29 Oct 2026.