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Marietta Wealth Management’s Oracle ORCL Stock Holding History

Marietta Wealth 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
Q2 		$5.21M Buy
35,536
+2,739
+8% +$496K 0.54% 69
2026
Q1 		$4.82M Buy
32,797
+6,261
+24% +$1.02M 0.57% 67
2025
Q4 		$5.17M Buy
26,536
+1,724
+7% +$410K 0.6% 69
2025
Q3 		$6.98M Buy
24,812
+22,178
+842% +$5.65M 0.85% 44
2025
Q2 		$576K Hold
2,634
– – 0.08% 94
2025
Q1 		$368K Sell
2,634
-36
-1% -$5.86K 0.05% 100
2024
Q4 		$445K Buy
2,670
+36
+1% +$6.39K 0.06% 97
2024
Q3 		$449K Hold
2,634
– – 0.07% 96
2024
Q2 		$372K Buy
+2,634
New +$327K 0.06% 97
2017
Q4 		– Sell
-4,997
Closed -$242K – 118
2017
Q3 		$242K Sell
4,997
-960
-16% -$47.8K 0.14% 107
2017
Q2 		$299K Sell
5,957
-400
-6% -$18.2K 0.18% 104
2017
Q1 		$284K Sell
6,357
-1,021
-14% -$42.5K 0.19% 100
2016
Q4 		$284K Buy
+7,378
New +$289K 0.23% 107

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Marietta Wealth Management's ORCL Position: Q2 2026 in Review

Marietta Wealth Management increased its Oracle (ORCL) stake by 8.4% in Q2 2026, buying an estimated $496K and bringing the position to 35,536 shares worth $5.21M. The position accounts for 0.54% of the portfolio, ranked #69.

Marietta Wealth Management first reported a position in ORCL in Q4 2016 and has held it in 13 quarters since. The position peaked at $6.98M in Q3 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Marietta Wealth Management held 35,536 shares of Oracle worth $5.21M as of Q2 2026.
  • Marietta Wealth Management bought 2,739 Oracle shares in Q2 2026, an estimated $496K.
  • Oracle made up 0.54% of Marietta Wealth Management's portfolio in Q2 2026, its #69 holding.
  • Marietta Wealth Management first reported a position in Oracle in Q4 2016 and has held it in 13 quarters since.
  • Marietta Wealth Management's Oracle position peaked at $6.98M in Q3 2025.
  • 3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.