Maia Wealth
ORCL icon

Maia Wealth’s Oracle ORCL Stock Holding History

Maia Wealth’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 		$392K Sell
2,857
-263
-8% -$37.1K 0.05% 240
2026
Q2 		$457K Sell
3,120
-294
-9% -$53.3K 0.07% 231
2026
Q1 		$502K Sell
3,414
-225
-6% -$36.6K 0.08% 215
2025
Q4 		$569K Sell
3,639
-78
-2% -$18.6K 0.1% 202
2025
Q3 		$895K Sell
3,717
-950
-20% -$242K 0.15% 155
2025
Q2 		$1.02M Sell
4,667
-1,627
-26% -$263K 0.19% 131
2025
Q1 		$847K Sell
6,294
-93
-1% -$15.1K 0.19% 118
2024
Q4 		$1.01M Buy
6,387
+1,009
+19% +$179K 0.22% 101
2024
Q3 		$938K Buy
5,378
+1,261
+31% +$183K 0.23% 93
2024
Q2 		$589K Buy
+4,117
New +$511K 0.18% 109
2023
Q4 		$285K Buy
+2,701
New +$295K 0.12% 147

Other funds holding ORCL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Maia Wealth's ORCL Position: Q3 2026 in Review

Maia Wealth reduced its Oracle (ORCL) stake by 8.4% in Q3 2026, selling an estimated $37.1K and leaving 2,857 shares worth $392K. The position accounts for 0.05% of the portfolio, ranked #240.

Maia Wealth first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.02M in Q2 2025. 3,030 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Maia Wealth held 2,857 shares of Oracle worth $392K as of Q3 2026.
  • Maia Wealth sold 263 Oracle shares in Q3 2026, an estimated $37.1K.
  • Oracle made up 0.05% of Maia Wealth's portfolio in Q3 2026, its #240 holding.
  • Maia Wealth first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • Maia Wealth's Oracle position peaked at $1.02M in Q2 2025.
  • 3,030 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Maia Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.