Vista Investment Partners’s Oracle ORCL Stock Holding History

Vista Investment Partners’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	$617K	Sell	4,494 -24	-0.5%	-$3.39K	0.16%	100
2026 Q2	$662K	Buy	4,518 +1	+0%	+$181	0.17%	103
2026 Q1	$664K	Sell	4,517 -25,845	-85%	-$4.2M	0.18%	103
2025 Q4	$5.92M	Buy	30,362 +1,737	+6%	+$414K	1.55%	17
2025 Q3	$8.05M	Sell	28,625 -6,403	-18%	-$1.63M	2.25%	8
2025 Q2	$7.66M	Sell	35,028 -200	-0.6%	-$32.3K	2.21%	7
2025 Q1	$4.93M	Buy	35,228 +185	+0.5%	+$30.1K	1.5%	17
2024 Q4	$5.84M	Buy	35,043 +259	+0.7%	+$46K	1.82%	10
2024 Q3	$5.93M	Buy	34,784 +86	+0.2%	+$12.5K	1.9%	11
2024 Q2	$4.9M	Buy	34,698 +215	+0.6%	+$26.7K	1.63%	14
2024 Q1	$4.33M	Buy	34,483 +143	+0.4%	+$16.4K	1.47%	23
2023 Q4	$3.62M	Buy	+34,340	New	+$3.75M	1.33%	27

Other funds holding ORCL

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

VCM

Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return

VWM

Valley Wealth Managers Paramus, New Jersey $1.76B AUM 33.82% 1-Year Est. Return

SBWIC

Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

NRS

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Vista Investment Partners's ORCL Position: Q3 2026 in Review

Vista Investment Partners reduced its Oracle (ORCL) stake by 0.53% in Q3 2026, selling an estimated $3.39K and leaving 4,494 shares worth $617K. The position accounts for 0.16% of the portfolio, ranked #100.

Vista Investment Partners first reported a position in ORCL in Q4 2023 and has held it in 12 quarters since. The position peaked at $8.05M in Q3 2025. 174 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Vista Investment Partners held 4,494 shares of Oracle worth $617K as of Q3 2026.
Vista Investment Partners sold 24 Oracle shares in Q3 2026, an estimated $3.39K.
Oracle made up 0.16% of Vista Investment Partners's portfolio in Q3 2026, its #100 holding.
Vista Investment Partners first reported a position in Oracle in Q4 2023 and has held it in 12 quarters since.
Vista Investment Partners's Oracle position peaked at $8.05M in Q3 2025.
174 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Vista Investment Partners's 13F filing for Q3 2026, filed 8 Oct 2026.