Towercrest Capital Management
ORCL icon

Towercrest Capital Management’s Oracle ORCL Stock Holding History

Towercrest Capital 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 		$360K Sell
2,625
-23
-0.9% -$3.24K 0.05% 77
2026
Q2 		$388K Hold
2,648
– – 0.05% 77
2026
Q1 		$390K Buy
2,648
+150
+6% +$24.4K 0.06% 76
2025
Q4 		$487K Sell
2,498
-13
-0.5% -$3.1K 0.08% 68
2025
Q3 		$706K Buy
2,511
+13
+0.5% +$3.31K 0.11% 61
2025
Q2 		$546K Hold
2,498
– – 0.1% 64
2025
Q1 		$349K Hold
2,498
– – 0.07% 71
2024
Q4 		$416K Hold
2,498
– – 0.07% 76
2024
Q3 		$426K Hold
2,498
– – 0.07% 78
2024
Q2 		$353K Hold
2,498
– – 0.06% 86
2024
Q1 		$314K Hold
2,498
– – 0.05% 89
2023
Q4 		$263K Buy
2,498
+22
+0.9% +$2.4K 0.05% 92
2023
Q3 		$262K Hold
2,476
– – 0.05% 90
2023
Q2 		$295K Buy
+2,476
New +$256K 0.05% 87

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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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

Towercrest Capital Management's ORCL Position: Q3 2026 in Review

Towercrest Capital Management reduced its Oracle (ORCL) stake by 0.87% in Q3 2026, selling an estimated $3.24K and leaving 2,625 shares worth $360K. The position accounts for 0.05% of the portfolio, ranked #77.

Towercrest Capital Management first reported a position in ORCL in Q2 2023 and has held it in 14 quarters since. The position peaked at $706K in Q3 2025. 2,227 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Towercrest Capital Management held 2,625 shares of Oracle worth $360K as of Q3 2026.
  • Towercrest Capital Management sold 23 Oracle shares in Q3 2026, an estimated $3.24K.
  • Oracle made up 0.05% of Towercrest Capital Management's portfolio in Q3 2026, its #77 holding.
  • Towercrest Capital Management first reported a position in Oracle in Q2 2023 and has held it in 14 quarters since.
  • Towercrest Capital Management's Oracle position peaked at $706K in Q3 2025.
  • 2,227 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Towercrest Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.