Triad Wealth Partners’s Oracle ORCL Stock Holding History

Triad Wealth 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	$1.03M	Buy	7,482 +780	+12%	+$110K	0.06%	206
2026 Q2	$951K	Buy	6,702 +1,821	+37%	+$330K	0.06%	214
2026 Q1	$718K	Buy	4,881 +345	+8%	+$56.1K	0.06%	214
2025 Q4	$884K	Buy	4,536 +336	+8%	+$80K	0.08%	171
2025 Q3	$1.18M	Buy	4,200 +528	+14%	+$134K	0.15%	104
2025 Q2	$803K	Buy	3,672 +1,264	+52%	+$204K	0.16%	102
2025 Q1	$337K	Buy	2,408 +753	+45%	+$123K	0.1%	145
2024 Q4	$276K	Buy	+1,655	New	+$294K	0.1%	147
2024 Q3	–	Sell	-991	Closed	-$140K	–	634
2024 Q2	$140K	Buy	+991	New	+$123K	0.07%	120

Other funds holding ORCL

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Triad Wealth Partners's ORCL Position: Q3 2026 in Review

Triad Wealth Partners increased its Oracle (ORCL) stake by 12% in Q3 2026, buying an estimated $110K and bringing the position to 7,482 shares worth $1.03M. The position accounts for 0.06% of the portfolio, ranked #206.

Triad Wealth Partners first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.18M in Q3 2025. 2,482 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Triad Wealth Partners held 7,482 shares of Oracle worth $1.03M as of Q3 2026.
Triad Wealth Partners bought 780 Oracle shares in Q3 2026, an estimated $110K.
Oracle made up 0.06% of Triad Wealth Partners's portfolio in Q3 2026, its #206 holding.
Triad Wealth Partners first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
Triad Wealth Partners's Oracle position peaked at $1.18M in Q3 2025.
2,482 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Triad Wealth Partners's 13F filing for Q3 2026, filed 26 Oct 2026.