Wealth Quarterback
ORCL icon

Wealth Quarterback’s Oracle ORCL Stock Holding History

Wealth Quarterback’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 		$240K Buy
1,750
+206
+13% +$29.1K 0.07% 157
2026
Q2 		$226K Buy
1,544
+5
+0.3% +$906 0.07% 160
2026
Q1 		$226K Buy
1,539
+3
+0.2% +$488 0.09% 148
2025
Q4 		$299K Buy
1,536
+2
+0.1% +$476 0.11% 125
2025
Q3 		$431K Buy
1,534
+2
+0.1% +$509 0.17% 98
2025
Q2 		$335K Buy
1,532
+2
+0.1% +$323 0.16% 104
2025
Q1 		$214K Buy
+1,530
New +$249K 0.12% 114
2024
Q4 		– Sell
-1,360
Closed -$232K – 130
2024
Q3 		$232K Buy
+1,360
New +$197K 0.12% 110
2021
Q3 		$284K Sell
3,257
-109
-3% -$9.6K 0.19% 89
2021
Q2 		$262K Buy
+3,366
New +$263K 0.16% 98
2020
Q4 		$209K Sell
3,225
-917
-22% -$54.6K 0.17% 101
2020
Q3 		$229K Hold
4,142
– – 0.21% 100
2020
Q2 		$229K Buy
4,142
+369
+10% +$19.5K 0.21% 100
2020
Q1 		$182K Sell
3,773
-762
-17% -$39.3K 0.17% 111
2019
Q4 		$202K Buy
+4,535
New +$250K 0.18% 106

Other funds holding ORCL

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
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

Wealth Quarterback's ORCL Position: Q3 2026 in Review

Wealth Quarterback increased its Oracle (ORCL) stake by 13% in Q3 2026, buying an estimated $29.1K and bringing the position to 1,750 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #157.

Wealth Quarterback first reported a position in ORCL in Q4 2019 and has held it in 15 quarters since. The position peaked at $431K in Q3 2025. 1,090 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Wealth Quarterback held 1,750 shares of Oracle worth $240K as of Q3 2026.
  • Wealth Quarterback bought 206 Oracle shares in Q3 2026, an estimated $29.1K.
  • Oracle made up 0.07% of Wealth Quarterback's portfolio in Q3 2026, its #157 holding.
  • Wealth Quarterback first reported a position in Oracle in Q4 2019 and has held it in 15 quarters since.
  • Wealth Quarterback's Oracle position peaked at $431K in Q3 2025.
  • 1,090 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.