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 Q2	$1.37M	Buy	9,335 +9,111	+4,067%	+$1.65M	0.26%	55
2026 Q1	$33K	Buy	+224	New	+$36.4K	0.01%	170
2023 Q2	–	Sell	-220	Closed	-$20K	–	222
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MBM Wealth Consultants's ORCL Position: Q2 2026 in Review

MBM Wealth Consultants increased its Oracle (ORCL) stake by 4,067% in Q2 2026, buying an estimated $1.65M and bringing the position to 9,335 shares worth $1.37M. The position accounts for 0.26% of the portfolio, ranked #55.

MBM Wealth Consultants first reported a position in ORCL in Q4 2018 and has held it in 20 quarters since. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

MBM Wealth Consultants held 9,335 shares of Oracle worth $1.37M as of Q2 2026.
MBM Wealth Consultants bought 9,111 Oracle shares in Q2 2026, an estimated $1.65M.
Oracle made up 0.26% of MBM Wealth Consultants's portfolio in Q2 2026, its #55 holding.
MBM Wealth Consultants first reported a position in Oracle in Q4 2018 and has held it in 20 quarters since.
3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

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