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 Q3	$49.4K	Buy	360 +2	+0.6%	+$282	0.02%	107
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

MB, Levis & Associates's ORCL Position: Q3 2026 in Review

MB, Levis & Associates increased its Oracle (ORCL) stake by 0.56% in Q3 2026, buying an estimated $282 and bringing the position to 360 shares worth $49.4K. The position accounts for 0.02% of the portfolio, ranked #107.

MB, Levis & Associates first reported a position in ORCL in Q4 2022 and has held it in 16 quarters since. The position peaked at $100K in Q3 2025. 2,211 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

MB, Levis & Associates held 360 shares of Oracle worth $49.4K as of Q3 2026.
MB, Levis & Associates bought 2 Oracle shares in Q3 2026, an estimated $282.
Oracle made up 0.02% of MB, Levis & Associates's portfolio in Q3 2026, its #107 holding.
MB, Levis & Associates first reported a position in Oracle in Q4 2022 and has held it in 16 quarters since.
MB, Levis & Associates's Oracle position peaked at $100K in Q3 2025.
2,211 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on MB, Levis & Associates's 13F filing for Q3 2026, filed 16 Oct 2026.