Walker Asset Management
ORCL icon

Walker Asset Management’s Oracle ORCL Stock Holding History

Walker Asset Management’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 		$794K Buy
5,785
+207
+4% +$29.2K 0.4% 51
2026
Q2 		$818K Sell
5,578
-11
-0.2% -$1.99K 0.41% 51
2026
Q1 		$822K Buy
5,589
+15
+0.3% +$2.44K 0.44% 45
2025
Q4 		$1.09M Buy
5,574
+86
+2% +$20.5K 0.58% 32
2025
Q3 		$1.54M Buy
5,488
+47
+0.9% +$12K 0.87% 20
2025
Q2 		$1.19M Buy
5,441
+17
+0.3% +$2.74K 0.69% 28
2025
Q1 		$758K Buy
5,424
+4
+0.1% +$651 0.46% 40
2024
Q4 		$903K Buy
5,420
+4
+0.1% +$711 0.56% 30
2024
Q3 		$923K Buy
5,416
+5
+0.1% +$724 0.57% 31
2024
Q2 		$764K Sell
5,411
-252
-4% -$31.3K 0.51% 34
2024
Q1 		$711K Buy
5,663
+7
+0.1% +$801 0.47% 40
2023
Q4 		$596K Buy
5,656
+7
+0.1% +$764 0.43% 40
2023
Q3 		$598K Buy
5,649
+6
+0.1% +$695 0.53% 38
2023
Q2 		$672K Buy
5,643
+7
+0.1% +$724 0.56% 34
2023
Q1 		$524K Buy
5,636
+7
+0.1% +$614 0.45% 43
2022
Q4 		$460K Buy
5,629
+7
+0.1% +$532 0.4% 43
2022
Q3 		$343K Buy
5,622
+8
+0.1% +$586 0.31% 48
2022
Q2 		$392K Buy
5,614
+7
+0.1% +$512 0.35% 46
2022
Q1 		$464K Buy
5,607
+7
+0.1% +$567 0.37% 43
2021
Q4 		$488K Buy
+5,600
New +$526K 0.43% 34

Other funds holding ORCL

Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Walker Asset Management's ORCL Position: Q3 2026 in Review

Walker Asset Management increased its Oracle (ORCL) stake by 3.7% in Q3 2026, buying an estimated $29.2K and bringing the position to 5,785 shares worth $794K. The position accounts for 0.4% of the portfolio, ranked #51.

Walker Asset Management first reported a position in ORCL in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.54M in Q3 2025. 880 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Walker Asset Management held 5,785 shares of Oracle worth $794K as of Q3 2026.
  • Walker Asset Management bought 207 Oracle shares in Q3 2026, an estimated $29.2K.
  • Oracle made up 0.4% of Walker Asset Management's portfolio in Q3 2026, its #51 holding.
  • Walker Asset Management first reported a position in Oracle in Q4 2021 and has held it in 20 quarters since.
  • Walker Asset Management's Oracle position peaked at $1.54M in Q3 2025.
  • 880 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Walker Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.