Marion Wealth Management’s Oracle ORCL Stock Holding History

Marion 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	$1.82M	Sell	12,411 -290	-2%	-$52.6K	0.37%	63
2026 Q1	$1.87M	Buy	12,701 +58	+0.5%	+$9.43K	0.41%	60
2025 Q4	$2.24M	Buy	12,643 +196	+2%	+$46.7K	0.5%	48
2025 Q3	$3.5M	Sell	12,447 -1,380	-10%	-$351K	0.83%	30
2025 Q2	$3.02M	Buy	13,827 +152	+1%	+$24.5K	0.76%	34
2025 Q1	$1.91M	Buy	13,675 +43	+0.3%	+$7K	0.51%	49
2024 Q4	$2.27M	Buy	13,632 +35	+0.3%	+$6.22K	0.6%	45
2024 Q3	$2.32M	Buy	13,597 +453	+3%	+$65.6K	0.62%	45
2024 Q2	$1.86M	Sell	13,144 -3,544	-21%	-$440K	0.55%	46
2024 Q1	$2.1M	Hold	16,688	–	–	0.63%	43
2023 Q4	$1.76M	Sell	16,688 -9	-0.1%	-$982	0.56%	47
2023 Q3	$1.77M	Hold	16,697	–	–	0.62%	40
2023 Q2	$1.99M	Buy	+16,697	New	+$1.73M	0.71%	38

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Marion Wealth Management reduced its Oracle (ORCL) stake by 2.3% in Q2 2026, selling an estimated $52.6K and leaving 12,411 shares worth $1.82M. The position accounts for 0.37% of the portfolio, ranked #63.

Marion Wealth Management first reported a position in ORCL in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.5M in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Marion Wealth Management held 12,411 shares of Oracle worth $1.82M as of Q2 2026.
Marion Wealth Management sold 290 Oracle shares in Q2 2026, an estimated $52.6K.
Oracle made up 0.37% of Marion Wealth Management's portfolio in Q2 2026, its #63 holding.
Marion Wealth Management first reported a position in Oracle in Q2 2023 and has held it in 13 quarters since.
Marion Wealth Management's Oracle position peaked at $3.5M in Q3 2025.
3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.