Tanager Wealth Management
ORCL icon

Tanager Wealth Management’s Oracle ORCL Stock Holding History

Tanager 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 		$396K Sell
2,886
-547
-16% -$77.2K 0.03% 110
2026
Q2 		$503K Buy
3,433
+211
+7% +$38.2K 0.04% 98
2026
Q1 		$474K Buy
3,222
+466
+17% +$75.7K 0.05% 87
2025
Q4 		$537K Sell
2,756
-61
-2% -$14.5K 0.05% 74
2025
Q3 		$792K Sell
2,817
-14
-0.5% -$3.56K 0.08% 63
2025
Q2 		$619K Hold
2,831
– – 0.07% 69
2025
Q1 		$396K Buy
2,831
+730
+35% +$119K 0.05% 78
2024
Q4 		$350K Sell
2,101
-45
-2% -$7.99K 0.05% 76
2024
Q3 		$366K Sell
2,146
-104
-5% -$15.1K 0.05% 77
2024
Q2 		$318K Buy
2,250
+136
+6% +$16.9K 0.05% 72
2024
Q1 		$266K Hold
2,114
– – 0.04% 78
2023
Q4 		$223K Buy
+2,114
New +$231K 0.04% 75
2023
Q3 		– Sell
-1,945
Closed -$232K – 82
2023
Q2 		$232K Buy
+1,945
New +$201K 0.05% 75
2023
Q1 		– Sell
-2,798
Closed -$229K – 84
2022
Q4 		$229K Buy
+2,798
New +$213K 0.06% 67

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

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

Tanager Wealth Management reduced its Oracle (ORCL) stake by 16% in Q3 2026, selling an estimated $77.2K and leaving 2,886 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #110.

Tanager Wealth Management first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $792K in Q3 2025. 2,211 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Tanager Wealth Management held 2,886 shares of Oracle worth $396K as of Q3 2026.
  • Tanager Wealth Management sold 547 Oracle shares in Q3 2026, an estimated $77.2K.
  • Oracle made up 0.03% of Tanager Wealth Management's portfolio in Q3 2026, its #110 holding.
  • Tanager Wealth Management first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
  • Tanager Wealth Management's Oracle position peaked at $792K in Q3 2025.
  • 2,211 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Tanager Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.