Winthrop Advisory Group
ORCL icon

Winthrop Advisory Group’s Oracle ORCL Stock Holding History

Winthrop Advisory Group’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 		$783K Buy
5,705
+159
+3% +$22.4K 0.05% 99
2026
Q2 		$813K Buy
5,546
+397
+8% +$71.9K 0.05% 98
2026
Q1 		$757K Sell
5,149
-13
-0.3% -$2.11K 0.06% 88
2025
Q4 		$1.01M Buy
5,162
+95
+2% +$22.6K 0.09% 71
2025
Q3 		$1.43M Sell
5,067
-40
-0.8% -$10.2K 0.12% 59
2025
Q2 		$1.12M Sell
5,107
-354
-6% -$57.2K 0.11% 64
2025
Q1 		$764K Buy
5,461
+457
+9% +$74.4K 0.09% 68
2024
Q4 		$834K Buy
5,004
+32
+0.6% +$5.68K 0.1% 68
2024
Q3 		$847K Buy
4,972
+203
+4% +$29.4K 0.1% 64
2024
Q2 		$673K Buy
4,769
+376
+9% +$46.7K 0.09% 67
2024
Q1 		$552K Buy
4,393
+41
+0.9% +$4.69K 0.08% 73
2023
Q4 		$459K Buy
4,352
+405
+10% +$44.2K 0.07% 83
2023
Q3 		$418K Sell
3,947
-312
-7% -$36.1K 0.07% 82
2023
Q2 		$507K Buy
4,259
+133
+3% +$13.8K 0.08% 73
2023
Q1 		$383K Sell
4,126
-248
-6% -$21.7K 0.07% 84
2022
Q4 		$358K Sell
4,374
-27
-0.6% -$2.05K 0.07% 89
2022
Q3 		$269K Buy
4,401
+2
+0% +$146 0.06% 90
2022
Q2 		$307K Buy
4,399
+5
+0.1% +$366 0.07% 86
2022
Q1 		$363K Buy
4,394
+619
+16% +$50.1K 0.08% 87
2021
Q4 		$329K Sell
3,775
-763
-17% -$71.6K 0.07% 95
2021
Q3 		$395K Buy
4,538
+453
+11% +$40K 0.09% 76
2021
Q2 		$318K Sell
4,085
-22
-0.5% -$1.72K 0.07% 95
2021
Q1 		$288K Buy
4,107
+690
+20% +$44.7K 0.07% 99
2020
Q4 		$221K Sell
3,417
-122
-3% -$7.26K 0.06% 118
2020
Q3 		$213K Buy
+3,539
New +$201K 0.07% 109
2019
Q4 		– Sell
-3,734
Closed -$205K – 105
2019
Q3 		$205K Sell
3,734
-360
-9% -$19.9K 0.08% 90
2019
Q2 		$233K Buy
+4,094
New +$222K 0.1% 79

Other funds holding ORCL

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
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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Winthrop Advisory Group's ORCL Position: Q3 2026 in Review

Winthrop Advisory Group increased its Oracle (ORCL) stake by 2.9% in Q3 2026, buying an estimated $22.4K and bringing the position to 5,705 shares worth $783K. The position accounts for 0.05% of the portfolio, ranked #99.

Winthrop Advisory Group first reported a position in ORCL in Q2 2019 and has held it in 27 quarters since. The position peaked at $1.43M in Q3 2025. 1,919 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Winthrop Advisory Group held 5,705 shares of Oracle worth $783K as of Q3 2026.
  • Winthrop Advisory Group bought 159 Oracle shares in Q3 2026, an estimated $22.4K.
  • Oracle made up 0.05% of Winthrop Advisory Group's portfolio in Q3 2026, its #99 holding.
  • Winthrop Advisory Group first reported a position in Oracle in Q2 2019 and has held it in 27 quarters since.
  • Winthrop Advisory Group's Oracle position peaked at $1.43M in Q3 2025.
  • 1,919 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Winthrop Advisory Group's 13F filing for Q3 2026, filed 22 Oct 2026.