VestGen Advisors
ORCL icon

VestGen Advisors’s Oracle ORCL Stock Holding History

VestGen 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 		$6.26M Buy
45,624
+3,335
+8% +$471K 0.19% 110
2026
Q2 		$6.2M Sell
42,289
-3,403
-7% -$617K 0.18% 119
2026
Q1 		$8.54M Buy
45,692
+9,069
+25% +$1.47M 0.23% 95
2025
Q4 		$7.14M Sell
36,623
-28,900
-44% -$6.88M 0.3% 81
2025
Q3 		$18.4M Buy
65,523
+27,193
+71% +$6.92M 0.61% 34
2025
Q2 		$8.97M Buy
38,330
+13,914
+57% +$2.25M 0.36% 61
2025
Q1 		$3.41M Buy
+24,416
New +$3.98M 0.16% 137

Other funds holding ORCL

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
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
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

VestGen Advisors's ORCL Position: Q3 2026 in Review

VestGen Advisors increased its Oracle (ORCL) stake by 7.9% in Q3 2026, buying an estimated $471K and bringing the position to 45,624 shares worth $6.26M. The position accounts for 0.19% of the portfolio, ranked #110.

VestGen Advisors first reported a position in ORCL in Q1 2025 and has held it in 7 quarters since. The position peaked at $18.4M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • VestGen Advisors held 45,624 shares of Oracle worth $6.26M as of Q3 2026.
  • VestGen Advisors bought 3,335 Oracle shares in Q3 2026, an estimated $471K.
  • Oracle made up 0.19% of VestGen Advisors's portfolio in Q3 2026, its #110 holding.
  • VestGen Advisors first reported a position in Oracle in Q1 2025 and has held it in 7 quarters since.
  • VestGen Advisors's Oracle position peaked at $18.4M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.