Unique Wealth Strategies
ORCL icon

Unique Wealth Strategies’s Oracle ORCL Stock Holding History

Unique Wealth Strategies’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 		$858K Hold
5,853
– – 0.31% 73
2026
Q2 		$858K Sell
5,853
-680
-10% -$123K 0.31% 74
2026
Q1 		$961K Buy
6,533
+536
+9% +$87.1K 0.39% 61
2025
Q4 		$1.17M Buy
5,997
+558
+10% +$133K 0.46% 49
2025
Q3 		$1.53M Sell
5,439
-5,736
-51% -$1.46M 0.59% 35
2025
Q2 		$2.44M Sell
11,175
-137
-1% -$22.1K 1.02% 23
2025
Q1 		$1.58M Sell
11,312
-2,708
-19% -$441K 0.72% 33
2024
Q4 		$2.34M Sell
14,020
-582
-4% -$103K 1.02% 23
2024
Q3 		$2.49M Buy
14,602
+835
+6% +$121K 1.05% 22
2024
Q2 		$1.73M Hold
13,767
– – 0.81% 26
2024
Q1 		$1.73M Buy
13,767
+2,844
+26% +$326K 0.85% 26
2023
Q4 		$1.15M Buy
+10,923
New +$1.19M 0.77% 34

Other funds holding ORCL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Unique Wealth Strategies's ORCL Position: Q3 2026 in Review

Unique Wealth Strategies held its Oracle (ORCL) position steady in Q3 2026 at 5,853 shares worth $858K. The position accounts for 0.31% of the portfolio, ranked #73.

Unique Wealth Strategies first reported a position in ORCL in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.49M in Q3 2024. 1,447 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Unique Wealth Strategies held 5,853 shares of Oracle worth $858K as of Q3 2026.
  • Unique Wealth Strategies left its Oracle share count unchanged in Q3 2026.
  • Oracle made up 0.31% of Unique Wealth Strategies's portfolio in Q3 2026, its #73 holding.
  • Unique Wealth Strategies first reported a position in Oracle in Q4 2023 and has held it in 12 quarters since.
  • Unique Wealth Strategies's Oracle position peaked at $2.49M in Q3 2024.
  • 1,447 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Unique Wealth Strategies's 13F filing for Q3 2026, filed 13 Oct 2026.