Wealth Enhancement Advisory Services’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $75.5M | Buy |
745,528
+50,588
| +7% | +$7.14M | 0.11% | 168 |
|
|
2026
Q2 | $71.4M | Sell |
694,940
-102,715
| -13% | -$18.6M | 0.12% | 152 |
|
|
2026
Q1 | $87M | Sell |
797,655
-119,649
| -13% | -$19.4M | 0.18% | 106 |
|
|
2025
Q4 | $178M | Buy |
917,304
+105,368
| +13% | +$25.1M | 0.24% | 75 |
|
|
2025
Q3 | $231M | Sell |
811,936
-96,713
| -11% | -$24.6M | 0.35% | 50 |
|
|
2025
Q2 | $216M | Buy |
908,649
+333,525
| +58% | +$53.9M | 0.36% | 49 |
|
|
2025
Q1 | $80.4M | Buy |
575,124
+97,947
| +21% | +$15.9M | 0.15% | 132 |
|
|
2024
Q4 | $79.5M | Buy |
477,177
+54,370
| +13% | +$9.7M | 0.15% | 133 |
|
|
2024
Q3 | $72M | Buy |
422,807
+6,633
| +2% | +$961K | 0.15% | 134 |
|
|
2024
Q2 | $58.8M | Buy |
416,174
+25,090
| +6% | +$3.12M | 0.14% | 151 |
|
|
2024
Q1 | $49.1M | Buy |
391,084
+24,222
| +7% | +$2.77M | 0.13% | 164 |
|
|
2023
Q4 | $38.7M | Buy |
366,862
+11,797
| +3% | +$1.29M | 0.11% | 187 |
|
|
2023
Q3 | $37.6M | Buy |
355,065
+341,085
| +2,440% | +$39.5M | 0.12% | 169 |
|
|
2023
Q2 | $1.66M | Sell |
13,980
-230
| -2% | -$23.8K | 0.02% | 219 |
|
|
2023
Q1 | $1.32M | Buy |
+14,210
| New | +$1.25M | 0.02% | 276 |
|
|
2022
Q3 | – | Sell |
-67,613
| Closed | -$4.84M | – | 370 |
|
|
2022
Q2 | $4.84M | Sell |
67,613
-11,225
| -14% | -$822K | 0.07% | 131 |
|
|
2022
Q1 | $6.63M | Buy |
78,838
+2,934
| +4% | +$238K | 0.09% | 113 |
|
|
2021
Q4 | $6.07M | Sell |
75,904
-46,295
| -38% | -$4.35M | 0.09% | 106 |
|
|
2021
Q3 | $11.9M | Sell |
122,199
-27,742
| -19% | -$2.45M | 0.17% | 65 |
|
|
2021
Q2 | $12.9M | Sell |
149,941
-37,534
| -20% | -$2.94M | 0.21% | 57 |
|
|
2021
Q1 | $13.9M | Buy |
187,475
+4,716
| +3% | +$305K | 0.25% | 54 |
|
|
2020
Q4 | $11.3M | Buy |
182,759
+123,979
| +211% | +$7.38M | 0.26% | 45 |
|
|
2020
Q3 | $3.61M | Buy |
58,780
+6,625
| +13% | +$376K | 0.09% | 77 |
|
|
2020
Q2 | $2.92M | Sell |
52,155
-4,413
| -8% | -$234K | 0.08% | 90 |
|
|
2020
Q1 | $3.01M | Buy |
+56,568
| New | +$2.92M | 0.11% | 83 |
|
|
2019
Q1 | – | Sell |
-35,458
| Closed | -$1.75M | – | 206 |
|
|
2018
Q4 | $1.75M | Buy |
+35,458
| New | +$1.7M | 0.11% | 74 |
|
|
2018
Q1 | – | Sell |
-49,225
| Closed | -$2.44M | – | 171 |
|
|
2017
Q4 | $2.44M | Buy |
+49,225
| New | +$2.41M | 0.17% | 67 |
|
|
2017
Q3 | – | Sell |
-43,986
| Closed | -$2.19M | – | 175 |
|
|
2017
Q2 | $2.19M | Buy |
+43,986
| New | +$2M | 0.2% | 59 |
|
|
2017
Q1 | – | Sell |
-54,989
| Closed | -$2.11M | – | 169 |
|
|
2016
Q4 | $2.11M | Sell |
54,989
-9,989
| -15% | -$391K | 0.26% | 51 |
|
|
2016
Q3 | $2.54M | Buy |
+64,978
| New | +$2.65M | 0.38% | 42 |
|
Other funds holding ORCL
Wealth Enhancement Advisory Services's ORCL Position: Q3 2026 in Review
Wealth Enhancement Advisory Services increased its Oracle (ORCL) stake by 7.3% in Q3 2026, buying an estimated $7.14M and bringing the position to 745,528 shares worth $75.5M. The position accounts for 0.11% of the portfolio, ranked #168.
Wealth Enhancement Advisory Services first reported a position in ORCL in Q3 2016 and has held it in 30 quarters since. The position peaked at $231M in Q3 2025. 1,115 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.
- Wealth Enhancement Advisory Services held 745,528 shares of Oracle worth $75.5M as of Q3 2026.
- Wealth Enhancement Advisory Services bought 50,588 Oracle shares in Q3 2026, an estimated $7.14M.
- Oracle made up 0.11% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #168 holding.
- Wealth Enhancement Advisory Services first reported a position in Oracle in Q3 2016 and has held it in 30 quarters since.
- Wealth Enhancement Advisory Services's Oracle position peaked at $231M in Q3 2025.
- 1,115 funds tracked by Wall St. Rank held Oracle as of Q3 2026.
Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.