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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 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

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MBE Wealth Management's ORCL Position: Q2 2026 in Review

MBE Wealth Management opened a new position in Oracle (ORCL) in Q2 2026: 1,367 shares worth $200K. The stake represents 0.07% of the portfolio and ranks #167 among its holdings. This is a return to the name: MBE Wealth Management previously reported a position in ORCL as recently as Q4 2025.

MBE Wealth Management first reported a position in ORCL in Q1 2020 and has held it in 5 quarters since. The position peaked at $362K in Q3 2025. 1,392 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

MBE Wealth Management held 1,367 shares of Oracle worth $200K as of Q2 2026.
Oracle was a new MBE Wealth Management position in Q2 2026.
Oracle made up 0.07% of MBE Wealth Management's portfolio in Q2 2026, its #167 holding.
MBE Wealth Management first reported a position in Oracle in Q1 2020 and has held it in 5 quarters since.
MBE Wealth Management's Oracle position peaked at $362K in Q3 2025.
1,392 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on MBE Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.