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Wealth Preservation Advisors’s Oracle ORCL Stock Holding History

Wealth Preservation 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 		$259K Buy
+1,889
New +$267K 0.12% 96
2026
Q2 		– Sell
-1,175
Closed -$173K – 681
2026
Q1 		$173K Sell
1,175
-30
-2% -$4.88K 0.14% 72
2025
Q4 		$235K Sell
1,205
-6
-0.5% -$1.43K 0.12% 80
2025
Q3 		$341K Buy
1,211
+66
+6% +$16.8K 0.2% 57
2025
Q2 		$250K Sell
1,145
-15
-1% -$2.42K 0.15% 72
2025
Q1 		$162K Buy
+1,160
New +$189K 0.12% 91

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

Wealth Preservation Advisors's ORCL Position: Q3 2026 in Review

Wealth Preservation Advisors opened a new position in Oracle (ORCL) in Q3 2026: 1,889 shares worth $259K. The stake represents 0.12% of the portfolio and ranks #96 among its holdings. This is a return to the name: Wealth Preservation Advisors previously reported a position in ORCL as recently as Q1 2026.

Wealth Preservation Advisors first reported a position in ORCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $341K in Q3 2025. 2,069 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Wealth Preservation Advisors held 1,889 shares of Oracle worth $259K as of Q3 2026.
  • Oracle was a new Wealth Preservation Advisors position in Q3 2026.
  • Oracle made up 0.12% of Wealth Preservation Advisors's portfolio in Q3 2026, its #96 holding.
  • Wealth Preservation Advisors first reported a position in Oracle in Q1 2025 and has held it in 6 quarters since.
  • Wealth Preservation Advisors's Oracle position peaked at $341K in Q3 2025.
  • 2,069 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Wealth Preservation Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.