World Equity Group
ORCL icon

World Equity Group’s Oracle ORCL Stock Holding History

World Equity 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 		$248K Sell
1,807
-396
-18% -$55.9K 0.1% 209
2026
Q2 		$323K Buy
+2,203
New +$399K 0.07% 297
2026
Q1 		– Sell
-1,553
Closed -$303K – 384
2025
Q4 		$303K Buy
1,553
+339
+28% +$80.7K 0.08% 260
2025
Q3 		$341K Buy
1,214
+28
+2% +$7.13K 0.08% 243
2025
Q2 		$259K Sell
1,186
-3,113
-72% -$503K 0.07% 270
2025
Q1 		$623K Sell
4,299
-4,005
-48% -$652K 0.18% 120
2024
Q4 		$1.38M Buy
8,304
+4,329
+109% +$769K 0.3% 70
2024
Q3 		$677K Sell
3,975
-12,839
-76% -$1.86M 0.24% 96
2024
Q2 		$2.37M Buy
16,814
+317
+2% +$39.4K 0.71% 32
2024
Q1 		$2.07M Buy
16,497
+194
+1% +$22.2K 0.43% 59
2023
Q4 		$1.72M Buy
16,303
+2,057
+14% +$224K 0.34% 68
2023
Q3 		$1.51M Buy
14,246
+1,180
+9% +$137K 0.31% 78
2023
Q2 		$1.56M Sell
13,066
-203,652
-94% -$21.1M 0.46% 49
2023
Q1 		$20.1M Buy
216,718
+200,650
+1,249% +$17.6M 3.01% 1
2022
Q4 		$1.31M Buy
16,068
+804
+5% +$61.1K 0.31% 86
2022
Q3 		$932K Sell
15,264
-1,086
-7% -$79.5K 0.24% 106
2022
Q2 		$1.14M Sell
16,350
-420
-3% -$30.7K 0.29% 95
2022
Q1 		$1.39M Buy
+16,770
New +$1.36M 0.3% 93

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

World Equity Group's ORCL Position: Q3 2026 in Review

World Equity Group reduced its Oracle (ORCL) stake by 18% in Q3 2026, selling an estimated $55.9K and leaving 1,807 shares worth $248K. The position accounts for 0.1% of the portfolio, ranked #209.

World Equity Group first reported a position in ORCL in Q1 2022 and has held it in 18 quarters since. The position peaked at $20.1M in Q1 2023. 952 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • World Equity Group held 1,807 shares of Oracle worth $248K as of Q3 2026.
  • World Equity Group sold 396 Oracle shares in Q3 2026, an estimated $55.9K.
  • Oracle made up 0.1% of World Equity Group's portfolio in Q3 2026, its #209 holding.
  • World Equity Group first reported a position in Oracle in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's Oracle position peaked at $20.1M in Q1 2023.
  • 952 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.