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Spectrum Financial Alliance’s Oracle ORCL Stock Holding History

Spectrum Financial Alliance’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 		$237K Buy
1,726
+248
+17% +$35K 0.03% 37
2026
Q2 		$217K Sell
1,478
-500
-25% -$90.6K 0.03% 29
2026
Q1 		$291K Hold
1,978
– – 0.06% 23
2025
Q4 		$386K Sell
1,978
-900
-31% -$214K 0.08% 18
2025
Q3 		$809K Hold
2,878
– – 0.2% 14
2025
Q2 		$727K Buy
+2,878
New +$465K 0.2% 13

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

Spectrum Financial Alliance's ORCL Position: Q3 2026 in Review

Spectrum Financial Alliance increased its Oracle (ORCL) stake by 17% in Q3 2026, buying an estimated $35K and bringing the position to 1,726 shares worth $237K. The position accounts for 0.03% of the portfolio, ranked #37.

Spectrum Financial Alliance first reported a position in ORCL in Q2 2025 and has held it in 6 quarters since. The position peaked at $809K in Q3 2025. 2,691 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Spectrum Financial Alliance held 1,726 shares of Oracle worth $237K as of Q3 2026.
  • Spectrum Financial Alliance bought 248 Oracle shares in Q3 2026, an estimated $35K.
  • Oracle made up 0.03% of Spectrum Financial Alliance's portfolio in Q3 2026, its #37 holding.
  • Spectrum Financial Alliance first reported a position in Oracle in Q2 2025 and has held it in 6 quarters since.
  • Spectrum Financial Alliance's Oracle position peaked at $809K in Q3 2025.
  • 2,691 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Spectrum Financial Alliance's 13F filing for Q3 2026, filed 29 Oct 2026.