Waterfront Wealth
ORCL icon

Waterfront Wealth’s Oracle ORCL Stock Holding History

Waterfront Wealth’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 		$606K Buy
4,624
+957
+26% +$135K 0.1% 204
2026
Q2 		$516K Buy
3,667
+115
+3% +$20.8K 0.08% 215
2026
Q1 		$522K Buy
3,552
+786
+28% +$128K 0.1% 199
2025
Q4 		$510K Sell
2,766
-353
-11% -$84K 0.1% 192
2025
Q3 		$854K Sell
3,119
-65
-2% -$16.6K 0.18% 160
2025
Q2 		$696K Buy
3,184
+298
+10% +$48.1K 0.16% 174
2025
Q1 		$403K Sell
2,886
-100
-3% -$16.3K 0.1% 195
2024
Q4 		$498K Sell
2,986
-951
-24% -$169K 0.12% 178
2024
Q3 		$682K Sell
3,937
-1,254
-24% -$182K 0.17% 165
2024
Q2 		$733K Sell
5,191
-9
-0.2% -$1.12K 0.2% 151
2024
Q1 		$606K Buy
5,200
+54
+1% +$6.18K 0.17% 160
2023
Q4 		$543K Sell
5,146
-51
-1% -$5.57K 0.16% 161
2023
Q3 		$541K Sell
5,197
-1,347
-21% -$156K 0.18% 155
2023
Q2 		$772K Sell
6,544
-24
-0.4% -$2.48K 0.23% 129
2023
Q1 		$610K Sell
6,568
-727
-10% -$63.8K 0.2% 144
2022
Q4 		$649K Sell
7,295
-49
-0.7% -$3.72K 0.22% 141
2022
Q3 		$554K Sell
7,344
-17
-0.2% -$1.24K 0.21% 137
2022
Q2 		$514K Buy
7,361
+1,500
+26% +$110K 0.21% 135
2022
Q1 		$478K Hold
5,861
– – 0.17% 137
2021
Q4 		$511K Buy
5,861
+46
+0.8% +$4.32K 0.2% 119
2021
Q3 		$507K Sell
5,815
-3,087
-35% -$273K 0.25% 99
2021
Q2 		$693K Sell
8,902
-4,737
-35% -$371K 0.33% 77
2021
Q1 		$979K Buy
13,639
+625
+5% +$40.5K 0.49% 54
2020
Q4 		$842K Buy
+13,014
New +$775K 0.6% 42

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Waterfront Wealth's ORCL Position: Q3 2026 in Review

Waterfront Wealth increased its Oracle (ORCL) stake by 26% in Q3 2026, buying an estimated $135K and bringing the position to 4,624 shares worth $606K. The position accounts for 0.1% of the portfolio, ranked #204.

Waterfront Wealth first reported a position in ORCL in Q4 2020 and has held it in 24 quarters since. The position peaked at $979K in Q1 2021. 2,083 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Waterfront Wealth held 4,624 shares of Oracle worth $606K as of Q3 2026.
  • Waterfront Wealth bought 957 Oracle shares in Q3 2026, an estimated $135K.
  • Oracle made up 0.1% of Waterfront Wealth's portfolio in Q3 2026, its #204 holding.
  • Waterfront Wealth first reported a position in Oracle in Q4 2020 and has held it in 24 quarters since.
  • Waterfront Wealth's Oracle position peaked at $979K in Q1 2021.
  • 2,083 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.