MBA Advisors’s Oracle ORCL Stock Holding History

MBA Advisors’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	$258K	Hold	1,755	–	–	0.1%	128
2025 Q4	$342K	Sell	1,755 -5	-0.3%	-$1.19K	0.14%	103
2025 Q3	$495K	Sell	1,760 -278	-14%	-$70.8K	0.21%	84
2025 Q2	$446K	Sell	2,038 -562	-22%	-$90.8K	0.21%	88
2025 Q1	$364K	Buy	2,600 +380	+17%	+$61.9K	0.18%	98
2024 Q4	$370K	Hold	2,220	–	–	0.19%	91
2024 Q3	$378K	Sell	2,220 -56	-2%	-$8.11K	0.18%	92
2024 Q2	$321K	Sell	2,276 -140	-6%	-$17.4K	0.16%	97
2024 Q1	$303K	Sell	2,416 -143	-6%	-$16.4K	0.16%	103
2023 Q4	$270K	Sell	2,559 -58	-2%	-$6.33K	0.15%	105
2023 Q3	$277K	Hold	2,617	–	–	0.17%	96
2023 Q2	$312K	Sell	2,617 -342	-12%	-$35.4K	0.19%	88
2023 Q1	$275K	Sell	2,959 -113	-4%	-$9.91K	0.17%	103
2022 Q4	$251K	Buy	+3,072	New	+$233K	0.16%	105
2022 Q3	–	Sell	-3,042	Closed	-$213K	–	131
2022 Q2	$213K	Hold	3,042	–	–	0.15%	123
2022 Q1	$252K	Buy	3,042 +38	+1%	+$3.08K	0.16%	127
2021 Q4	$262K	Hold	3,004	–	–	0.16%	126
2021 Q3	$262K	Hold	3,004	–	–	0.19%	112
2021 Q2	$234	Hold	3,004	–	–	0.11%	123
2021 Q1	$211	Buy	+3,004	New	+$194K	0.12%	126

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MBA Advisors's ORCL Position: Q1 2026 in Review

MBA Advisors held its Oracle (ORCL) position steady in Q1 2026 at 1,755 shares worth $258K. The position accounts for 0.1% of the portfolio, ranked #128.

MBA Advisors first reported a position in ORCL in Q1 2021 and has held it in 20 quarters since. The position peaked at $495K in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

MBA Advisors held 1,755 shares of Oracle worth $258K as of Q1 2026.
MBA Advisors left its Oracle share count unchanged in Q1 2026.
Oracle made up 0.1% of MBA Advisors's portfolio in Q1 2026, its #128 holding.
MBA Advisors first reported a position in Oracle in Q1 2021 and has held it in 20 quarters since.
MBA Advisors's Oracle position peaked at $495K in Q3 2025.
3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on MBA Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.