MB, Levis & Associates’s Oracle ORCL Stock Holding History

MB, Levis & Associates’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	$52.5K	Buy	358 +1	+0.3%	+$181	0.02%	104
2026 Q1	$52.6K	Hold	357	–	–	0.02%	103
2025 Q4	$69.5K	Buy	357 +1	+0.3%	+$238	0.03%	95
2025 Q3	$100K	Buy	356 +1	+0.3%	+$255	0.04%	78
2025 Q2	$77.7K	Buy	355 +1	+0.3%	+$161	0.03%	103
2025 Q1	$49.5K	Hold	354	–	–	0.02%	120
2024 Q4	$58.9K	Buy	354 +1	+0.3%	+$178	0.03%	110
2024 Q3	$60.1K	Buy	353 +51	+17%	+$7.39K	0.03%	112
2024 Q2	$42.7K	Buy	302 +1	+0.3%	+$124	0.02%	121
2024 Q1	$37.8K	Buy	301 +1	+0.3%	+$114	0.02%	126
2023 Q4	$31.6K	Hold	300	–	–	0.02%	133
2023 Q3	$31.8K	Hold	300	–	–	0.02%	135
2023 Q2	$35.7K	Hold	300	–	–	0.02%	137
2023 Q1	$27.9K	Hold	300	–	–	0.02%	144
2022 Q4	$24.5K	Buy	+300	New	+$22.8K	0.02%	137

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

MB, Levis & Associates's ORCL Position: Q2 2026 in Review

MB, Levis & Associates increased its Oracle (ORCL) stake by 0.28% in Q2 2026, buying an estimated $181 and bringing the position to 358 shares worth $52.5K. The position accounts for 0.02% of the portfolio, ranked #104.

MB, Levis & Associates first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $100K in Q3 2025. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

MB, Levis & Associates held 358 shares of Oracle worth $52.5K as of Q2 2026.
MB, Levis & Associates bought 1 Oracle share in Q2 2026, an estimated $181.
Oracle made up 0.02% of MB, Levis & Associates's portfolio in Q2 2026, its #104 holding.
MB, Levis & Associates first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
MB, Levis & Associates's Oracle position peaked at $100K in Q3 2025.
1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on MB, Levis & Associates's 13F filing for Q2 2026, filed 22 Jul 2026.