MWM
ORCL icon

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
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 $5.7T 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 $1.47T 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