Trifecta Capital Advisors
ORCL icon

Trifecta Capital Advisors’s Oracle ORCL Stock Holding History

Trifecta Capital Advisors’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 		$4.74M Buy
34,518
+685
+2% +$96.6K 0.59% 42
2026
Q2 		$4.96M Buy
33,833
+636
+2% +$115K 0.64% 42
2026
Q1 		$4.88M Buy
33,197
+237
+0.7% +$38.5K 0.76% 43
2025
Q4 		$6.42M Buy
32,960
+280
+0.9% +$66.7K 0.95% 37
2025
Q3 		$9.19M Sell
32,680
-162
-0.5% -$41.3K 1.4% 23
2025
Q2 		$7.18M Buy
32,842
+8,709
+36% +$1.41M 1.2% 31
2025
Q1 		$3.37M Buy
24,133
+24,031
+23,560% +$3.91M 0.71% 41
2024
Q4 		$17K Sell
102
-1
-1% -$178 ﹤0.01% 196
2024
Q3 		$17.6K Hold
103
– – ﹤0.01% 199
2024
Q2 		$14.5K Hold
103
– – ﹤0.01% 203
2024
Q1 		$12.9K Sell
103
-1,022
-91% -$117K ﹤0.01% 194
2023
Q4 		$119K Buy
1,125
+262
+30% +$28.6K 0.03% 99
2023
Q3 		$91.4K Buy
863
+510
+144% +$59K 0.03% 106
2023
Q2 		$42K Sell
353
-12
-3% -$1.24K 0.01% 149
2023
Q1 		$33.9K Sell
365
-2
-0.5% -$175 0.01% 161
2022
Q4 		$30K Buy
+367
New +$27.9K 0.01% 151

Other funds holding ORCL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 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

Trifecta Capital Advisors's ORCL Position: Q3 2026 in Review

Trifecta Capital Advisors increased its Oracle (ORCL) stake by 2% in Q3 2026, buying an estimated $96.6K and bringing the position to 34,518 shares worth $4.74M. The position accounts for 0.59% of the portfolio, ranked #42.

Trifecta Capital Advisors first reported a position in ORCL in Q4 2022 and has held it in 16 quarters since. The position peaked at $9.19M in Q3 2025. 2,691 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Trifecta Capital Advisors held 34,518 shares of Oracle worth $4.74M as of Q3 2026.
  • Trifecta Capital Advisors bought 685 Oracle shares in Q3 2026, an estimated $96.6K.
  • Oracle made up 0.59% of Trifecta Capital Advisors's portfolio in Q3 2026, its #42 holding.
  • Trifecta Capital Advisors first reported a position in Oracle in Q4 2022 and has held it in 16 quarters since.
  • Trifecta Capital Advisors's Oracle position peaked at $9.19M in Q3 2025.
  • 2,691 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.