Symmetry Partners
ORCL icon

Symmetry Partners’s Oracle ORCL Stock Holding History

Symmetry Partners’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 		$352K Sell
2,563
-524
-17% -$73.9K 0.02% 185
2026
Q2 		$452K Buy
3,087
+1,575
+104% +$285K 0.02% 135
2026
Q1 		$222K Buy
1,512
+208
+16% +$33.8K 0.01% 184
2025
Q4 		$254K Buy
1,304
+56
+4% +$13.3K 0.02% 164
2025
Q3 		$351K Buy
1,248
+302
+32% +$76.9K 0.04% 108
2025
Q2 		$207K Buy
+946
New +$153K 0.03% 140
2024
Q3 		– Sell
-9,199
Closed -$1.3M – 382
2024
Q2 		$1.3M Sell
9,199
-917
-9% -$114K 0.07% 129
2024
Q1 		$1.27M Hold
10,116
– – 0.1% 140
2023
Q4 		$1.08M Sell
10,116
-4,178
-29% -$456K 0.06% 154
2023
Q3 		$1.51M Buy
14,294
+3,384
+31% +$392K 0.08% 122
2023
Q2 		$1.3M Hold
10,910
– – 0.07% 152
2023
Q1 		$1.01M Hold
10,910
– – 0.06% 184
2022
Q4 		$892K Sell
10,910
-634
-5% -$48.2K 0.05% 199
2022
Q3 		$705K Hold
11,544
– – 0.05% 229
2022
Q2 		$807K Hold
11,544
– – 0.05% 213
2022
Q1 		$955K Sell
11,544
-6,807
-37% -$551K 0.06% 204
2021
Q4 		$1.6M Sell
18,351
-3,289
-15% -$309K 0.1% 124
2021
Q3 		$1.98M Hold
21,640
– – 0.13% 104
2021
Q2 		$1.68M Sell
21,640
-600
-3% -$47K 0.11% 125
2021
Q1 		$1.56M Sell
22,240
-2,967
-12% -$192K 0.11% 125
2020
Q4 		$1.63M Sell
25,207
-2,726
-10% -$162K 0.13% 108
2020
Q3 		$1.67M Buy
27,933
+19,736
+241% +$1.12M 0.14% 93
2020
Q2 		$453K Buy
+8,197
New +$434K 0.06% 170
2020
Q1 		– Sell
-9,720
Closed -$515K – 340
2019
Q4 		$515K Sell
9,720
-20,165
-67% -$1.11M 0.11% 154
2019
Q3 		$1.64M Buy
29,885
+26,362
+748% +$1.46M 0.34% 45
2019
Q2 		$201K Buy
+3,523
New +$191K 0.04% 317

Other funds holding ORCL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Symmetry Partners's ORCL Position: Q3 2026 in Review

Symmetry Partners reduced its Oracle (ORCL) stake by 17% in Q3 2026, selling an estimated $73.9K and leaving 2,563 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #185.

Symmetry Partners first reported a position in ORCL in Q2 2019 and has held it in 26 quarters since. The position peaked at $1.98M in Q3 2021. 1,747 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Symmetry Partners held 2,563 shares of Oracle worth $352K as of Q3 2026.
  • Symmetry Partners sold 524 Oracle shares in Q3 2026, an estimated $73.9K.
  • Oracle made up 0.02% of Symmetry Partners's portfolio in Q3 2026, its #185 holding.
  • Symmetry Partners first reported a position in Oracle in Q2 2019 and has held it in 26 quarters since.
  • Symmetry Partners's Oracle position peaked at $1.98M in Q3 2021.
  • 1,747 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Symmetry Partners's 13F filing for Q3 2026, filed 27 Oct 2026.