Turtle Creek Wealth Advisors
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Turtle Creek Wealth Advisors’s Oracle ORCL Stock Holding History

Turtle Creek Wealth 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 		$2.1M Buy
15,289
+132
+0.9% +$18.6K 0.11% 115
2026
Q2 		$2.22M Buy
15,157
+1,198
+9% +$217K 0.12% 106
2026
Q1 		$2.05M Sell
13,959
-822
-6% -$134K 0.16% 95
2025
Q4 		$2.88M Buy
14,781
+6,413
+77% +$1.53M 0.23% 89
2025
Q3 		$2.35M Buy
8,368
+3,252
+64% +$828K 0.21% 90
2025
Q2 		$1.12M Buy
+5,116
New +$826K 0.13% 110
2024
Q4 		– Sell
-2,664
Closed -$454K – 142
2024
Q3 		$454K Buy
2,664
+209
+9% +$30.3K 0.09% 108
2024
Q2 		$347K Buy
2,455
+518
+27% +$64.3K 0.08% 112
2024
Q1 		$243K Sell
1,937
-522
-21% -$59.7K 0.06% 133
2023
Q4 		$259K Buy
+2,459
New +$268K 0.08% 126

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

Turtle Creek Wealth Advisors's ORCL Position: Q3 2026 in Review

Turtle Creek Wealth Advisors increased its Oracle (ORCL) stake by 0.87% in Q3 2026, buying an estimated $18.6K and bringing the position to 15,289 shares worth $2.1M. The position accounts for 0.11% of the portfolio, ranked #115.

Turtle Creek Wealth Advisors first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.88M in Q4 2025. 2,211 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Turtle Creek Wealth Advisors held 15,289 shares of Oracle worth $2.1M as of Q3 2026.
  • Turtle Creek Wealth Advisors bought 132 Oracle shares in Q3 2026, an estimated $18.6K.
  • Oracle made up 0.11% of Turtle Creek Wealth Advisors's portfolio in Q3 2026, its #115 holding.
  • Turtle Creek Wealth Advisors first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
  • Turtle Creek Wealth Advisors's Oracle position peaked at $2.88M in Q4 2025.
  • 2,211 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.