Spire Wealth Management
ORCL icon

Spire Wealth Management’s Oracle ORCL Stock Holding History

Spire 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 		$1.67M Sell
12,152
-398
-3% -$56.2K 0.05% 302
2026
Q2 		$1.84M Buy
12,550
+983
+8% +$178K 0.06% 287
2026
Q1 		$1.7M Buy
11,567
+140
+1% +$22.8K 0.06% 287
2025
Q4 		$2.23M Sell
11,427
-20,954
-65% -$4.99M 0.07% 234
2025
Q3 		$9.11M Buy
32,381
+23,498
+265% +$5.98M 0.31% 70
2025
Q2 		$1.94M Sell
8,883
-9,657
-52% -$1.56M 0.07% 237
2025
Q1 		$2.59M Sell
18,540
-675
-4% -$110K 0.08% 230
2024
Q4 		$3.2M Buy
19,215
+181
+1% +$32.2K 0.1% 178
2024
Q3 		$3.24M Sell
19,034
-1,274
-6% -$185K 0.11% 154
2024
Q2 		$2.87M Buy
20,308
+903
+5% +$112K 0.1% 182
2024
Q1 		$2.44M Buy
19,405
+799
+4% +$91.4K 0.04% 223
2023
Q4 		$2.04M Buy
18,606
+1,315
+8% +$144K 0.07% 238
2023
Q3 		$1.83M Buy
17,291
+1,453
+9% +$168K 0.07% 235
2023
Q2 		$1.89M Sell
15,838
-881
-5% -$91.1K 0.07% 246
2023
Q1 		$1.55M Buy
16,719
+3,970
+31% +$348K 0.06% 264
2022
Q4 		$1.04M Buy
12,749
+4,092
+47% +$311K 0.06% 232
2022
Q3 		$529K Sell
8,657
-7,669
-47% -$561K 0.03% 320
2022
Q2 		$1.14M Sell
16,326
-7,545
-32% -$552K 0.05% 308
2022
Q1 		$1.98M Sell
23,871
-12,455
-34% -$1.01M 0.05% 277
2021
Q4 		$3.17M Buy
36,326
+13,792
+61% +$1.29M 0.07% 237
2021
Q3 		$1.96M Sell
22,534
-3,121
-12% -$276K 0.05% 285
2021
Q2 		$2M Sell
25,655
-13,708
-35% -$1.07M 0.05% 288
2021
Q1 		$2.75M Buy
+39,363
New +$2.55M 0.07% 227

Other funds holding ORCL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

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

Spire Wealth Management reduced its Oracle (ORCL) stake by 3.2% in Q3 2026, selling an estimated $56.2K and leaving 12,152 shares worth $1.67M. The position accounts for 0.05% of the portfolio, ranked #302.

Spire Wealth Management first reported a position in ORCL in Q1 2021 and has held it in 23 quarters since. The position peaked at $9.11M in Q3 2025. 3,030 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Spire Wealth Management held 12,152 shares of Oracle worth $1.67M as of Q3 2026.
  • Spire Wealth Management sold 398 Oracle shares in Q3 2026, an estimated $56.2K.
  • Oracle made up 0.05% of Spire Wealth Management's portfolio in Q3 2026, its #302 holding.
  • Spire Wealth Management first reported a position in Oracle in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Oracle position peaked at $9.11M in Q3 2025.
  • 3,030 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.