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WT Asset Management’s Oracle ORCL Stock Holding History

WT Asset Management’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 		$141M Buy
+1,026,065
New +$145M 2.28% 17
2025
Q4 		– Sell
-58,536
Closed -$16.5M – 52
2025
Q3 		$16.5M Sell
58,536
-197,764
-77% -$50.4M 0.76% 24
2025
Q2 		$56M Buy
+256,300
New +$41.4M 3.93% 7

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 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
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
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

WT Asset Management's ORCL Position: Q3 2026 in Review

WT Asset Management opened a new position in Oracle (ORCL) in Q3 2026: 1,026,065 shares worth $141M. The stake represents 2.28% of the portfolio and ranks #17 among its holdings. This is a return to the name: WT Asset Management previously reported a position in ORCL as recently as Q3 2025.

WT Asset Management first reported a position in ORCL in Q2 2025 and has held it in 3 quarters since. 1,313 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • WT Asset Management held 1,026,065 shares of Oracle worth $141M as of Q3 2026.
  • Oracle was a new WT Asset Management position in Q3 2026.
  • Oracle made up 2.28% of WT Asset Management's portfolio in Q3 2026, its #17 holding.
  • WT Asset Management first reported a position in Oracle in Q2 2025 and has held it in 3 quarters since.
  • 1,313 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on WT Asset Management's 13F filing for Q3 2026, filed 28 Oct 2026.