Smith Salley Wealth Management
ORCL icon

Smith Salley Wealth Management’s Oracle ORCL Stock Holding History

Smith Salley 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 		$545K Buy
3,971
+316
+9% +$44.6K 0.02% 197
2026
Q2 		$536K Buy
3,655
+218
+6% +$39.5K 0.02% 194
2026
Q1 		$506K Sell
3,437
-75
-2% -$12.2K 0.03% 185
2025
Q4 		$685K Sell
3,512
-373
-10% -$88.8K 0.03% 176
2025
Q3 		$1.09M Buy
3,885
+13
+0.3% +$3.31K 0.06% 146
2025
Q2 		$847K Sell
3,872
-720
-16% -$116K 0.05% 152
2025
Q1 		$642K Buy
4,592
+412
+10% +$67.1K 0.04% 162
2024
Q4 		$697K Buy
4,180
+71
+2% +$12.6K 0.04% 159
2024
Q3 		$700K Buy
4,109
+495
+14% +$71.7K 0.05% 158
2024
Q2 		$510K Sell
3,614
-529
-13% -$65.7K 0.04% 163
2024
Q1 		$520K Buy
4,143
+43
+1% +$4.92K 0.04% 164
2023
Q4 		$432K Buy
+4,100
New +$447K 0.03% 189
2016
Q2 		– Sell
-5,373
Closed -$220K – 167
2016
Q1 		$220K Sell
5,373
-600
-10% -$22.2K 0.06% 144
2015
Q4 		$218K Sell
5,973
-323
-5% -$12.3K 0.05% 145
2015
Q3 		$227K Sell
6,296
-120,256
-95% -$4.62M 0.06% 139
2015
Q2 		$5.1M Buy
126,552
+4,334
+4% +$188K 1.3% 30
2015
Q1 		$5.27M Buy
122,218
+17,906
+17% +$776K 1.34% 24
2014
Q4 		$4.69M Buy
104,312
+11,195
+12% +$456K 1.22% 29
2014
Q3 		$3.56M Buy
93,117
+7,989
+9% +$323K 0.95% 37
2014
Q2 		$3.45M Buy
85,128
+17,900
+27% +$736K 0.92% 35
2014
Q1 		$2.75M Buy
67,228
+284
+0.4% +$10.8K 1.72% 20
2013
Q4 		$2.56M Buy
+66,944
New +$2.3M 1.67% 24
2013
Q3 		– Sell
-8,084
Closed -$248K – 97
2013
Q2 		$248K Buy
+8,084
New +$268K 0.2% 76

Other funds holding ORCL

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
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
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

Smith Salley Wealth Management's ORCL Position: Q3 2026 in Review

Smith Salley Wealth Management increased its Oracle (ORCL) stake by 8.6% in Q3 2026, buying an estimated $44.6K and bringing the position to 3,971 shares worth $545K. The position accounts for 0.02% of the portfolio, ranked #197.

Smith Salley Wealth Management first reported a position in ORCL in Q2 2013 and has held it in 23 quarters since. The position peaked at $5.27M in Q1 2015. 1,937 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Smith Salley Wealth Management held 3,971 shares of Oracle worth $545K as of Q3 2026.
  • Smith Salley Wealth Management bought 316 Oracle shares in Q3 2026, an estimated $44.6K.
  • Oracle made up 0.02% of Smith Salley Wealth Management's portfolio in Q3 2026, its #197 holding.
  • Smith Salley Wealth Management first reported a position in Oracle in Q2 2013 and has held it in 23 quarters since.
  • Smith Salley Wealth Management's Oracle position peaked at $5.27M in Q1 2015.
  • 1,937 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.