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M Holdings Securities’s Oracle ORCL Stock Holding History

M Holdings Securities’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
Q1 		$3.81M Buy
19,876
+7,483
+60% +$1.22M 0.26% 76
2025
Q4 		$2.42M Buy
+12,393
New +$2.95M 0.17% 104
2025
Q3 		– Sell
-10,301
Closed -$2.24M – 157
2025
Q2 		$2.24M Buy
+10,301
New +$1.66M 0.38% 58
2024
Q3 		– Sell
-12,666
Closed -$1.79M – 236
2024
Q2 		$1.79M Buy
+12,666
New +$1.57M 0.23% 69
2024
Q1 		– Sell
-10,102
Closed -$1.06M – 170
2023
Q4 		$1.06M Buy
10,102
+43
+0.4% +$4.69K 0.12% 112
2023
Q3 		$1.06M Buy
10,059
+4,039
+67% +$468K 0.14% 107
2023
Q2 		$717K Sell
6,020
-6,407
-52% -$662K 0.15% 88
2023
Q1 		$1.16M Sell
12,427
-223
-2% -$19.6K 0.12% 136
2022
Q4 		$1.03M Sell
12,650
-25
-0.2% -$1.9K 0.11% 153
2022
Q3 		$774K Sell
12,675
-5
-0% -$366 0.09% 179
2022
Q2 		$886K Sell
12,680
-974
-7% -$71.3K 0.09% 167
2022
Q1 		$1.13M Buy
+13,654
New +$1.11M 0.09% 168
2021
Q2 		$1.1M Buy
14,141
+1,087
+8% +$85.1K 0.11% 142
2021
Q1 		$916K Buy
13,054
+1,010
+8% +$65.4K 0.08% 202
2020
Q4 		$779K Buy
12,044
+377
+3% +$22.4K 0.1% 135
2020
Q3 		$697K Buy
+11,667
New +$663K 0.11% 126
2020
Q2 		– Sell
-15,314
Closed -$740K – 210
2020
Q1 		$740K Buy
+15,314
New +$790K 0.11% 160
2019
Q2 		– Sell
-11,537
Closed -$620K – 298
2019
Q1 		$620K Buy
11,537
+1,932
+20% +$98.4K 0.14% 172
2018
Q4 		$434K Buy
9,605
+132
+1% +$6.33K 0.13% 194
2018
Q3 		$488K Sell
9,473
-619
-6% -$30.1K 0.13% 196
2018
Q2 		$445K Buy
10,092
+360
+4% +$16.6K 0.12% 201
2018
Q1 		$445K Buy
9,732
+1,300
+15% +$64.6K 0.14% 204
2017
Q4 		$399K Sell
8,432
-465
-5% -$22.8K 0.12% 207
2017
Q3 		$430K Buy
8,897
+56
+0.6% +$2.79K 0.14% 190
2017
Q2 		$443K Buy
8,841
+526
+6% +$24K 0.15% 178
2017
Q1 		$371K Sell
8,315
-765
-8% -$31.9K 0.14% 176
2016
Q4 		$349K Buy
9,080
+1,829
+25% +$71.5K 0.12% 178
2016
Q3 		$285K Buy
7,251
+176
+2% +$7.17K 0.13% 199
2016
Q2 		$290K Buy
7,075
+835
+13% +$33.3K 0.15% 174
2016
Q1 		$255K Sell
6,240
-42
-0.7% -$1.55K 0.16% 168
2015
Q4 		$229K Buy
6,282
+74
+1% +$2.83K 0.15% 167
2015
Q3 		$224K Buy
6,208
+1,086
+21% +$41.8K 0.16% 159
2015
Q2 		$206K Buy
5,122
+67
+1% +$2.91K 0.14% 171
2015
Q1 		$218K Hold
5,055
– – 0.14% 166
2014
Q4 		$227K Sell
5,055
-332
-6% -$13.5K 0.15% 160
2014
Q3 		$206K Buy
+5,387
New +$218K 0.12% 173

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

M Holdings Securities's ORCL Position: Q1 2026 in Review

M Holdings Securities increased its Oracle (ORCL) stake by 60% in Q1 2026, buying an estimated $1.22M and bringing the position to 19,876 shares worth $3.81M. The position accounts for 0.26% of the portfolio, ranked #76.

M Holdings Securities first reported a position in ORCL in Q3 2014 and has held it in 36 quarters since. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • M Holdings Securities held 19,876 shares of Oracle worth $3.81M as of Q1 2026.
  • M Holdings Securities bought 7,483 Oracle shares in Q1 2026, an estimated $1.22M.
  • Oracle made up 0.26% of M Holdings Securities's portfolio in Q1 2026, its #76 holding.
  • M Holdings Securities first reported a position in Oracle in Q3 2014 and has held it in 36 quarters since.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.