MAM
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McLean Asset Management’s Oracle ORCL Stock Holding History

McLean Asset 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 		$639K Sell
4,918
-104
-2% -$18.8K 0.08% 88
2026
Q1 		$739K Sell
5,022
-171
-3% -$27.8K 0.13% 73
2025
Q4 		$1.01M Sell
5,193
-126
-2% -$30K 0.18% 54
2025
Q3 		$1.55M Buy
5,319
+36
+0.7% +$9.17K 0.32% 40
2025
Q2 		$1.21M Buy
5,283
+106
+2% +$17.1K 0.32% 42
2025
Q1 		$645K Sell
5,177
-270
-5% -$44K 0.21% 62
2024
Q4 		$908K Buy
5,447
+61
+1% +$10.8K 0.27% 49
2024
Q3 		$920K Buy
5,386
+9
+0.2% +$1.3K 0.28% 46
2024
Q2 		$764K Sell
5,377
-397
-7% -$49.3K 0.25% 53
2024
Q1 		$712K Sell
5,774
-148
-2% -$16.9K 0.24% 53
2023
Q4 		$608K Sell
5,922
-426
-7% -$46.5K 0.23% 56
2023
Q3 		$696K Sell
6,348
-218
-3% -$25.2K 0.29% 50
2023
Q2 		$782K Sell
6,566
-210
-3% -$21.7K 0.31% 44
2023
Q1 		$630K Sell
6,776
-866
-11% -$75.9K 0.26% 50
2022
Q4 		$625K Sell
7,642
-262
-3% -$19.9K 0.21% 55
2022
Q3 		$500K Sell
7,904
-381
-5% -$27.9K 0.19% 57
2022
Q2 		$594K Sell
8,285
-658
-7% -$48.2K 0.24% 48
2022
Q1 		$740K Sell
8,943
-301
-3% -$24.4K 0.55% 34
2021
Q4 		$816K Sell
9,244
-328
-3% -$30.8K 0.32% 37
2021
Q3 		$928K Sell
9,572
-290
-3% -$25.6K 0.36% 33
2021
Q2 		$863K Sell
9,862
-294
-3% -$23K 0.38% 33
2021
Q1 		$764K Sell
10,156
-601
-6% -$38.9K 0.6% 31
2020
Q4 		$696K Buy
+10,757
New +$640K 0.61% 31

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

McLean Asset Management's ORCL Position: Q2 2026 in Review

McLean Asset Management reduced its Oracle (ORCL) stake by 2.1% in Q2 2026, selling an estimated $18.8K and leaving 4,918 shares worth $639K. The position accounts for 0.08% of the portfolio, ranked #88.

McLean Asset Management first reported a position in ORCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.55M in Q3 2025. 3,525 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • McLean Asset Management held 4,918 shares of Oracle worth $639K as of Q2 2026.
  • McLean Asset Management sold 104 Oracle shares in Q2 2026, an estimated $18.8K.
  • Oracle made up 0.08% of McLean Asset Management's portfolio in Q2 2026, its #88 holding.
  • McLean Asset Management first reported a position in Oracle in Q4 2020 and has held it in 23 quarters since.
  • McLean Asset Management's Oracle position peaked at $1.55M in Q3 2025.
  • 3,525 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on McLean Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.