Massachusetts Wealth Management
ORCL icon

Massachusetts Wealth Management’s Oracle ORCL Stock Holding History

Massachusetts 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
Q3 		– Sell
-1,450
Closed -$212K – 98
2026
Q2 		$212K Hold
1,450
– – 0.08% 97
2026
Q1 		$213K Hold
1,450
– – 0.09% 97
2025
Q4 		$283K Hold
1,450
– – 0.13% 88
2025
Q3 		$408K Hold
1,450
– – 0.2% 81
2025
Q2 		$317K Hold
1,450
– – 0.18% 81
2025
Q1 		$203K Hold
1,450
– – 0.14% 83
2024
Q4 		$242K Hold
1,450
– – 0.15% 87
2024
Q3 		$247K Hold
1,450
– – 0.16% 85
2024
Q2 		$205K Buy
+1,450
New +$180K 0.14% 93
2023
Q3 		– Sell
-1,700
Closed -$202K – 88
2023
Q2 		$202K Buy
+1,700
New +$176K 0.19% 82

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Massachusetts Wealth Management's ORCL Position: Q3 2026 in Review

Massachusetts Wealth Management sold out of Oracle (ORCL) in Q3 2026, closing a stake of 1,450 shares — an estimated $212K sold.

Massachusetts Wealth Management first reported a position in ORCL in Q2 2023 and held it in 10 quarters. The position peaked at $408K in Q3 2025. 2,069 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Massachusetts Wealth Management reported no remaining Oracle position as of Q3 2026 after selling out during the quarter.
  • Massachusetts Wealth Management sold 1,450 Oracle shares in Q3 2026, an estimated $212K.
  • Massachusetts Wealth Management first reported a position in Oracle in Q2 2023 and held it in 10 quarters.
  • Massachusetts Wealth Management's Oracle position peaked at $408K in Q3 2025.
  • 2,069 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Massachusetts Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.