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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

McLean Asset Management's ORCL Position: Q1 2026 in Review

McLean Asset Management reduced its Oracle (ORCL) stake by 3.3% in Q1 2026, selling an estimated $27.8K and leaving 5,022 shares worth $739K. The position accounts for 0.13% of the portfolio, ranked #73.

McLean Asset Management first reported a position in ORCL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.55M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • McLean Asset Management held 5,022 shares of Oracle worth $739K as of Q1 2026.
  • McLean Asset Management sold 171 Oracle shares in Q1 2026, an estimated $27.8K.
  • Oracle made up 0.13% of McLean Asset Management's portfolio in Q1 2026, its #73 holding.
  • McLean Asset Management first reported a position in Oracle in Q4 2020 and has held it in 22 quarters since.
  • McLean Asset Management's Oracle position peaked at $1.55M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.