Stillwater Private Wealth
ORCL icon

Stillwater Private Wealth’s Oracle ORCL Stock Holding History

Stillwater Private Wealth’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 		$403K Hold
2,942
– – 0.26% 49
2026
Q2 		$450K Hold
2,942
– – 0.29% 47
2026
Q1 		$432K Buy
+2,942
New +$478K 0.37% 49

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

Stillwater Private Wealth's ORCL Position: Q3 2026 in Review

Stillwater Private Wealth held its Oracle (ORCL) position steady in Q3 2026 at 2,942 shares worth $403K. The position accounts for 0.26% of the portfolio, ranked #49.

Stillwater Private Wealth first reported a position in ORCL in Q1 2026 and has held it in 3 quarters since. The position peaked at $450K in Q2 2026. 2,691 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Stillwater Private Wealth held 2,942 shares of Oracle worth $403K as of Q3 2026.
  • Stillwater Private Wealth left its Oracle share count unchanged in Q3 2026.
  • Oracle made up 0.26% of Stillwater Private Wealth's portfolio in Q3 2026, its #49 holding.
  • Stillwater Private Wealth first reported a position in Oracle in Q1 2026 and has held it in 3 quarters since.
  • Stillwater Private Wealth's Oracle position peaked at $450K in Q2 2026.
  • 2,691 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Stillwater Private Wealth's 13F filing for Q3 2026, filed 12 Nov 2026.