Smith Thornton Advisors
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Smith Thornton Advisors’s Oracle ORCL Stock Holding History

Smith Thornton Advisors’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 		$280K Sell
2,043
-223
-10% -$31.5K 0.12% 114
2026
Q2 		$298K Buy
+2,266
New +$411K 0.13% 112
2025
Q4 		– Sell
-1,061
Closed -$299K – 129
2025
Q3 		$299K Buy
+1,061
New +$270K 0.16% 112

Other funds holding ORCL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 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

Smith Thornton Advisors's ORCL Position: Q3 2026 in Review

Smith Thornton Advisors reduced its Oracle (ORCL) stake by 9.8% in Q3 2026, selling an estimated $31.5K and leaving 2,043 shares worth $280K. The position accounts for 0.12% of the portfolio, ranked #114.

Smith Thornton Advisors first reported a position in ORCL in Q3 2025 and has held it in 3 quarters since. The position peaked at $299K in Q3 2025. 2,691 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Smith Thornton Advisors held 2,043 shares of Oracle worth $280K as of Q3 2026.
  • Smith Thornton Advisors sold 223 Oracle shares in Q3 2026, an estimated $31.5K.
  • Oracle made up 0.12% of Smith Thornton Advisors's portfolio in Q3 2026, its #114 holding.
  • Smith Thornton Advisors first reported a position in Oracle in Q3 2025 and has held it in 3 quarters since.
  • Smith Thornton Advisors's Oracle position peaked at $299K in Q3 2025.
  • 2,691 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Smith Thornton Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.