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MBL Wealth’s Oracle ORCL Stock Holding History

MBL Wealth’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 		$1.35M Buy
9,233
+1,835
+25% +$333K 0.09% 110
2026
Q1 		$1.09M Sell
7,398
-895
-11% -$145K 0.08% 114
2025
Q4 		$1.62M Buy
8,293
+1,599
+24% +$381K 0.13% 93
2025
Q3 		$1.88M Sell
6,694
-1,218
-15% -$310K 0.16% 78
2025
Q2 		$1.73M Sell
7,912
-2,327
-23% -$376K 0.17% 79
2025
Q1 		$1.43M Buy
10,239
+840
+9% +$137K 0.14% 77
2024
Q4 		$1.57M Buy
9,399
+4,265
+83% +$758K 0.16% 77
2024
Q3 		$875K Sell
5,134
-2
-0% -$290 0.09% 101
2024
Q2 		$725K Sell
5,136
-232
-4% -$28.8K 0.08% 107
2024
Q1 		$674K Buy
5,368
+1,781
+50% +$204K 0.08% 109
2023
Q4 		$378K Sell
3,587
-1,964
-35% -$214K 0.05% 129
2023
Q3 		$588K Sell
5,551
-16
-0.3% -$1.85K 0.08% 103
2023
Q2 		$663K Buy
5,567
+2,277
+69% +$235K 0.09% 94
2023
Q1 		$306K Buy
3,290
+340
+12% +$29.8K 0.05% 124
2022
Q4 		$241K Buy
+2,950
New +$224K 0.05% 142
2022
Q3 		– Sell
-2,950
Closed -$206K – 169
2022
Q2 		$206K Sell
2,950
-1,848
-39% -$135K 0.05% 140
2022
Q1 		$397K Buy
+4,798
New +$389K 0.1% 112
2021
Q1 		$322K Buy
4,594
+278
+6% +$18K 0.11% 111
2020
Q4 		$279K Buy
+4,316
New +$257K 0.11% 104

Other funds holding ORCL

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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

MBL Wealth's ORCL Position: Q2 2026 in Review

MBL Wealth increased its Oracle (ORCL) stake by 25% in Q2 2026, buying an estimated $333K and bringing the position to 9,233 shares worth $1.35M. The position accounts for 0.09% of the portfolio, ranked #110.

MBL Wealth first reported a position in ORCL in Q4 2020 and has held it in 19 quarters since. The position peaked at $1.88M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • MBL Wealth held 9,233 shares of Oracle worth $1.35M as of Q2 2026.
  • MBL Wealth bought 1,835 Oracle shares in Q2 2026, an estimated $333K.
  • Oracle made up 0.09% of MBL Wealth's portfolio in Q2 2026, its #110 holding.
  • MBL Wealth first reported a position in Oracle in Q4 2020 and has held it in 19 quarters since.
  • MBL Wealth's Oracle position peaked at $1.88M in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.