Stokes Capital Advisors’s Oracle ORCL Stock Holding History

Stokes Capital 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	$2.3M	Sell	16,736 -9,335	-36%	-$1.32M	0.5%	57
2026 Q2	$3.82M	Sell	26,071 -4,771	-15%	-$865K	0.82%	47
2026 Q1	$4.54M	Sell	30,842 -4,379	-12%	-$712K	1.02%	41
2025 Q4	$6.86M	Sell	35,221 -910	-3%	-$217K	1.57%	30
2025 Q3	$10.2M	Sell	36,131 -7,883	-18%	-$2.01M	2.36%	14
2025 Q2	$9.6M	Buy	44,014 +934	+2%	+$151K	2.36%	12
2025 Q1	$6.02M	Buy	43,080 +39,245	+1,023%	+$6.39M	1.53%	37
2024 Q4	$639K	Buy	3,835 +1,107	+41%	+$197K	0.17%	60
2024 Q3	$465K	Buy	+2,728	New	+$395K	0.12%	62

Other funds holding ORCL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Stokes Capital Advisors's ORCL Position: Q3 2026 in Review

Stokes Capital Advisors reduced its Oracle (ORCL) stake by 36% in Q3 2026, selling an estimated $1.32M and leaving 16,736 shares worth $2.3M. The position accounts for 0.5% of the portfolio, ranked #57.

Stokes Capital Advisors first reported a position in ORCL in Q3 2024 and has held it in 9 quarters since. The position peaked at $10.2M in Q3 2025. 2,069 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Stokes Capital Advisors held 16,736 shares of Oracle worth $2.3M as of Q3 2026.
Stokes Capital Advisors sold 9,335 Oracle shares in Q3 2026, an estimated $1.32M.
Oracle made up 0.5% of Stokes Capital Advisors's portfolio in Q3 2026, its #57 holding.
Stokes Capital Advisors first reported a position in Oracle in Q3 2024 and has held it in 9 quarters since.
Stokes Capital Advisors's Oracle position peaked at $10.2M in Q3 2025.
2,069 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Stokes Capital Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.