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James T. Borello RIA’s Oracle ORCL Stock Holding History

James T. Borello RIA’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 		$222K Buy
1,617
+646
+67% +$91.1K 0.05% 107
2026
Q2 		$142K Buy
971
+636
+190% +$115K 0.03% 136
2026
Q1 		$49.3K Buy
335
+28
+9% +$4.55K 0.01% 223
2025
Q4 		$59.8K Buy
307
+117
+62% +$27.9K 0.02% 165
2025
Q3 		$53.4K Buy
+190
New +$48.4K 0.01% 156

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

James T. Borello RIA's ORCL Position: Q3 2026 in Review

James T. Borello RIA increased its Oracle (ORCL) stake by 67% in Q3 2026, buying an estimated $91.1K and bringing the position to 1,617 shares worth $222K. The position accounts for 0.05% of the portfolio, ranked #107.

James T. Borello RIA first reported a position in ORCL in Q3 2025 and has held it in 5 quarters since. 678 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • James T. Borello RIA held 1,617 shares of Oracle worth $222K as of Q3 2026.
  • James T. Borello RIA bought 646 Oracle shares in Q3 2026, an estimated $91.1K.
  • Oracle made up 0.05% of James T. Borello RIA's portfolio in Q3 2026, its #107 holding.
  • James T. Borello RIA first reported a position in Oracle in Q3 2025 and has held it in 5 quarters since.
  • 678 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.