United Advisor Group’s Oracle ORCL Stock Holding History

United Advisor Group’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	$1.04M	Buy	7,606 +2,297	+43%	+$324K	0.1%	216
2026 Q2	$778K	Buy	5,309 +1,002	+23%	+$182K	0.08%	246
2026 Q1	$634K	Sell	4,307 -1,567	-27%	-$255K	0.08%	243
2025 Q4	$1.14M	Buy	5,874 +2,952	+101%	+$703K	0.14%	163
2025 Q3	$822K	Sell	2,922 -580	-17%	-$148K	0.11%	196
2025 Q2	$766K	Buy	+3,502	New	+$565K	0.13%	164
2025 Q1	–	Sell	-1,775	Closed	-$296K	–	377
2024 Q4	$296K	Sell	1,775 -1,803	-50%	-$320K	0.06%	300
2024 Q3	$610K	Buy	+3,578	New	+$518K	0.14%	153

Other funds holding ORCL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

United Advisor Group's ORCL Position: Q3 2026 in Review

United Advisor Group increased its Oracle (ORCL) stake by 43% in Q3 2026, buying an estimated $324K and bringing the position to 7,606 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #216.

United Advisor Group first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.14M in Q4 2025. 2,069 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

United Advisor Group held 7,606 shares of Oracle worth $1.04M as of Q3 2026.
United Advisor Group bought 2,297 Oracle shares in Q3 2026, an estimated $324K.
Oracle made up 0.1% of United Advisor Group's portfolio in Q3 2026, its #216 holding.
United Advisor Group first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
United Advisor Group's Oracle position peaked at $1.14M in Q4 2025.
2,069 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.