MBM Wealth Consultants’s Oracle ORCL Stock Holding History

MBM Wealth Consultants’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	$33K	Buy	+224	New	+$36.4K	0.01%	170
2023 Q2	–	Sell	-220	Closed	-$20K	–	226
2023 Q1	$20K	Hold	220	–	–	0.01%	189
2022 Q4	$18K	Sell	220 -150	-41%	-$11.4K	0.01%	204
2022 Q3	$23K	Buy	370 +100	+37%	+$7.32K	0.01%	191
2022 Q2	$19K	Hold	270	–	–	0.01%	201
2022 Q1	$22K	Sell	270 -125	-32%	-$10.1K	0.01%	215
2021 Q4	$34K	Hold	395	–	–	0.01%	190
2021 Q3	$34K	Hold	395	–	–	0.02%	167
2021 Q2	$31K	Sell	395 -205	-34%	-$16K	0.01%	165
2021 Q1	$42K	Hold	600	–	–	0.02%	146
2020 Q4	$39K	Hold	600	–	–	0.02%	146
2020 Q3	$36K	Hold	600	–	–	0.02%	140
2020 Q2	$33K	Hold	600	–	–	0.02%	141
2020 Q1	$29K	Hold	600	–	–	0.02%	129
2019 Q4	$32K	Hold	600	–	–	0.02%	136
2019 Q3	$33K	Hold	600	–	–	0.03%	132
2019 Q2	$34K	Hold	600	–	–	0.03%	132
2019 Q1	$32K	Hold	600	–	–	0.03%	136
2018 Q4	$27K	Buy	+600	New	+$28.8K	0.03%	148

Other funds holding ORCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

Capital Research Global Investors

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Fidelity Investments

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