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Winnow Wealth’s Oracle ORCL Stock Holding History

Winnow Wealth’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 		$221K Buy
1,610
+75
+5% +$10.6K 0.15% 133
2026
Q2 		$225K Sell
1,535
-4
-0.3% -$725 0.15% 127
2026
Q1 		$226K Sell
1,539
-32
-2% -$5.2K 0.17% 112
2025
Q4 		$306K Sell
1,571
-215
-12% -$51.2K 0.23% 87
2025
Q3 		$504K Buy
1,786
+1,656
+1,274% +$422K 0.39% 70
2025
Q2 		$28.4K Sell
130
-1,648
-93% -$266K 0.02% 103
2025
Q1 		$248K Buy
1,778
+14
+0.8% +$2.28K 0.23% 85
2024
Q4 		$294K Buy
+1,764
New +$313K 0.29% 82

Other funds holding ORCL

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 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
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Caledonia Investments plc (UK)
Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return
Generate Investment Management
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Winnow Wealth's ORCL Position: Q3 2026 in Review

Winnow Wealth increased its Oracle (ORCL) stake by 4.9% in Q3 2026, buying an estimated $10.6K and bringing the position to 1,610 shares worth $221K. The position accounts for 0.15% of the portfolio, ranked #133.

Winnow Wealth first reported a position in ORCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $504K in Q3 2025. 678 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Winnow Wealth held 1,610 shares of Oracle worth $221K as of Q3 2026.
  • Winnow Wealth bought 75 Oracle shares in Q3 2026, an estimated $10.6K.
  • Oracle made up 0.15% of Winnow Wealth's portfolio in Q3 2026, its #133 holding.
  • Winnow Wealth first reported a position in Oracle in Q4 2024 and has held it in 8 quarters since.
  • Winnow Wealth's Oracle position peaked at $504K in Q3 2025.
  • 678 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Winnow Wealth's 13F filing for Q3 2026, filed 15 Oct 2026.