Tortuga Wealth Management
ORCL icon

Tortuga Wealth Management’s Oracle ORCL Stock Holding History

Tortuga 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 		$757K Buy
5,513
+1,640
+42% +$231K 0.54% 46
2026
Q2 		$568K Buy
3,873
+544
+16% +$98.6K 0.43% 58
2026
Q1 		$490K Buy
3,329
+1,396
+72% +$227K 0.46% 50
2025
Q4 		$377K Buy
+1,933
New +$460K 0.4% 58

Other funds holding ORCL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 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
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
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

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

Tortuga Wealth Management increased its Oracle (ORCL) stake by 42% in Q3 2026, buying an estimated $231K and bringing the position to 5,513 shares worth $757K. The position accounts for 0.54% of the portfolio, ranked #46.

Tortuga Wealth Management first reported a position in ORCL in Q4 2025 and has held it in 4 quarters since. 2,428 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Tortuga Wealth Management held 5,513 shares of Oracle worth $757K as of Q3 2026.
  • Tortuga Wealth Management bought 1,640 Oracle shares in Q3 2026, an estimated $231K.
  • Oracle made up 0.54% of Tortuga Wealth Management's portfolio in Q3 2026, its #46 holding.
  • Tortuga Wealth Management first reported a position in Oracle in Q4 2025 and has held it in 4 quarters since.
  • 2,428 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Tortuga Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.