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William B. Walkup & Associates’s Oracle ORCL Stock Holding History

William B. Walkup & Associates’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
-20
Closed -$2.93K – 253
2026
Q2 		$2.93K Hold
20
– – ﹤0.01% 185
2026
Q1 		$2.8K Hold
20
– – ﹤0.01% 143
2025
Q4 		$3.9K Hold
20
– – ﹤0.01% 147
2025
Q3 		$5.62K Hold
20
– – ﹤0.01% 138
2025
Q2 		$4.37K Hold
20
– – ﹤0.01% 138
2025
Q1 		$2.8K Hold
20
– – ﹤0.01% 142
2024
Q4 		$3.33K Hold
20
– – ﹤0.01% 140
2024
Q3 		$3.41K Hold
20
– – ﹤0.01% 138
2024
Q2 		$2.82K Buy
+20
New +$2.48K ﹤0.01% 139

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 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

William B. Walkup & Associates's ORCL Position: Q3 2026 in Review

William B. Walkup & Associates sold out of Oracle (ORCL) in Q3 2026, closing a stake of 20 shares — an estimated $2.93K sold.

William B. Walkup & Associates first reported a position in ORCL in Q2 2024 and held it in 9 quarters. The position peaked at $5.62K in Q3 2025. 2,211 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • William B. Walkup & Associates reported no remaining Oracle position as of Q3 2026 after selling out during the quarter.
  • William B. Walkup & Associates sold 20 Oracle shares in Q3 2026, an estimated $2.93K.
  • William B. Walkup & Associates first reported a position in Oracle in Q2 2024 and held it in 9 quarters.
  • William B. Walkup & Associates's Oracle position peaked at $5.62K in Q3 2025.
  • 2,211 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on William B. Walkup & Associates's 13F filing for Q3 2026, filed 5 Nov 2026.