Strata Wealth Advisors’s Oracle ORCL Stock Holding History

Strata Wealth 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	$272K	Sell	1,980 -86	-4%	-$12.1K	0.06%	83
2026 Q2	$303K	Buy	2,066 +80	+4%	+$14.5K	0.07%	78
2026 Q1	$292K	Buy	1,986 +46	+2%	+$7.48K	0.08%	75
2025 Q4	$378K	Buy	1,940 +20	+1%	+$4.76K	0.11%	58
2025 Q3	$540K	Buy	1,920 +24	+1%	+$6.11K	0.14%	57
2025 Q2	$415K	Sell	1,896 -567	-23%	-$91.6K	0.11%	55
2025 Q1	$344K	Sell	2,463 -9	-0.4%	-$1.46K	0.11%	57
2024 Q4	$412K	Buy	2,472 +20	+0.8%	+$3.55K	0.13%	54
2024 Q3	$418K	Buy	2,452 +42	+2%	+$6.08K	0.13%	52
2024 Q2	$340K	Buy	2,410 +800	+50%	+$99.3K	0.12%	54
2024 Q1	$202K	Buy	+1,610	New	+$184K	0.07%	73

Other funds holding ORCL

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Strata Wealth Advisors's ORCL Position: Q3 2026 in Review

Strata Wealth Advisors reduced its Oracle (ORCL) stake by 4.2% in Q3 2026, selling an estimated $12.1K and leaving 1,980 shares worth $272K. The position accounts for 0.06% of the portfolio, ranked #83.

Strata Wealth Advisors first reported a position in ORCL in Q1 2024 and has held it in 11 quarters since. The position peaked at $540K in Q3 2025. 771 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Strata Wealth Advisors held 1,980 shares of Oracle worth $272K as of Q3 2026.
Strata Wealth Advisors sold 86 Oracle shares in Q3 2026, an estimated $12.1K.
Oracle made up 0.06% of Strata Wealth Advisors's portfolio in Q3 2026, its #83 holding.
Strata Wealth Advisors first reported a position in Oracle in Q1 2024 and has held it in 11 quarters since.
Strata Wealth Advisors's Oracle position peaked at $540K in Q3 2025.
771 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

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