MBE Wealth Management
ORCL icon

MBE Wealth Management’s Oracle ORCL Stock Holding History

MBE 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
-1,367
Closed -$200K – 179
2026
Q2 		$200K Buy
+1,367
New +$248K 0.07% 167
2026
Q1 		– Sell
-1,332
Closed -$260K – 144
2025
Q4 		$260K Buy
1,332
+44
+3% +$10.5K 0.11% 115
2025
Q3 		$362K Buy
1,288
+176
+16% +$44.8K 0.16% 82
2025
Q2 		$243K Buy
+1,112
New +$180K 0.11% 118
2020
Q2 		– Sell
-813
Closed -$39K – 376
2020
Q1 		$39K Buy
+813
New +$42K 0.04% 146

Other funds holding ORCL

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 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

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

MBE Wealth Management sold out of Oracle (ORCL) in Q3 2026, closing a stake of 1,367 shares — an estimated $200K sold.

MBE Wealth Management first reported a position in ORCL in Q1 2020 and held it in 5 quarters. The position peaked at $362K in Q3 2025. 2,898 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • MBE Wealth Management reported no remaining Oracle position as of Q3 2026 after selling out during the quarter.
  • MBE Wealth Management sold 1,367 Oracle shares in Q3 2026, an estimated $200K.
  • MBE Wealth Management first reported a position in Oracle in Q1 2020 and held it in 5 quarters.
  • MBE Wealth Management's Oracle position peaked at $362K in Q3 2025.
  • 2,898 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on MBE Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.