Whitaker-Myers Wealth Managers’s Oracle ORCL Stock Holding History

Whitaker-Myers Wealth Managers’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	–	Sell	-13,668	Closed	-$2M	–	129
2026 Q2	$2M	Sell	13,668 -1,858	-12%	-$337K	0.33%	55
2026 Q1	$2.28M	Buy	15,526 +6,008	+63%	+$977K	0.46%	32
2025 Q4	$1.86M	Buy	9,518 +5,815	+157%	+$1.38M	0.39%	31
2025 Q3	$1.04M	Buy	3,703 +210	+6%	+$53.5K	0.23%	53
2025 Q2	$764K	Sell	3,493 -193	-5%	-$31.2K	0.19%	51
2025 Q1	$515K	Buy	+3,686	New	+$600K	0.14%	59
2024 Q4	–	Sell	-2,798	Closed	-$477K	–	136
2024 Q3	$477K	Buy	2,798 +645	+30%	+$93.4K	0.16%	60
2024 Q2	$304K	Buy	+2,153	New	+$267K	0.11%	76

Other funds holding ORCL

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

CIPU

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

GIM

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Whitaker-Myers Wealth Managers's ORCL Position: Q3 2026 in Review

Whitaker-Myers Wealth Managers sold out of Oracle (ORCL) in Q3 2026, closing a stake of 13,668 shares — an estimated $2M sold.

Whitaker-Myers Wealth Managers first reported a position in ORCL in Q2 2024 and held it in 8 quarters. The position peaked at $2.28M in Q1 2026. 407 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Whitaker-Myers Wealth Managers reported no remaining Oracle position as of Q3 2026 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 13,668 Oracle shares in Q3 2026, an estimated $2M.
Whitaker-Myers Wealth Managers first reported a position in Oracle in Q2 2024 and held it in 8 quarters.
Whitaker-Myers Wealth Managers's Oracle position peaked at $2.28M in Q1 2026.
407 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.