MA
ORCL icon

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
Q2 		$249K Sell
1,701
-54
-3% -$9.79K 0.08% 135
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 		$234K Hold
3,004
– – 0.11% 123
2021
Q1 		$211K Buy
+3,004
New +$194K 0.12% 126

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MBA Advisors's ORCL Position: Q2 2026 in Review

MBA Advisors reduced its Oracle (ORCL) stake by 3.1% in Q2 2026, selling an estimated $9.79K and leaving 1,701 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #135.

MBA Advisors first reported a position in ORCL in Q1 2021 and has held it in 21 quarters since. The position peaked at $495K in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • MBA Advisors held 1,701 shares of Oracle worth $249K as of Q2 2026.
  • MBA Advisors sold 54 Oracle shares in Q2 2026, an estimated $9.79K.
  • Oracle made up 0.08% of MBA Advisors's portfolio in Q2 2026, its #135 holding.
  • MBA Advisors first reported a position in Oracle in Q1 2021 and has held it in 21 quarters since.
  • MBA Advisors's Oracle position peaked at $495K in Q3 2025.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on MBA Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.