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Medallion Wealth Advisors’s Oracle ORCL Stock Holding History

Medallion Wealth Advisors’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 		$427K Sell
2,913
-178
-6% -$32.3K 0.13% 141
2026
Q1 		$455K Buy
3,091
+213
+7% +$34.6K 0.15% 136
2025
Q4 		$561K Sell
2,878
-13
-0.4% -$3.1K 0.19% 115
2025
Q3 		$813K Sell
2,891
-4
-0.1% -$1.02K 0.29% 83
2025
Q2 		$634K Sell
2,895
-119
-4% -$19.2K 0.24% 99
2025
Q1 		$428K Buy
3,014
+472
+19% +$76.8K 0.19% 116
2024
Q4 		$423K Buy
+2,542
New +$452K 0.21% 108

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

Medallion Wealth Advisors's ORCL Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Oracle (ORCL) stake by 5.8% in Q2 2026, selling an estimated $32.3K and leaving 2,913 shares worth $427K. The position accounts for 0.13% of the portfolio, ranked #141.

Medallion Wealth Advisors first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $813K in Q3 2025. 3,529 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Medallion Wealth Advisors held 2,913 shares of Oracle worth $427K as of Q2 2026.
  • Medallion Wealth Advisors sold 178 Oracle shares in Q2 2026, an estimated $32.3K.
  • Oracle made up 0.13% of Medallion Wealth Advisors's portfolio in Q2 2026, its #141 holding.
  • Medallion Wealth Advisors first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Oracle position peaked at $813K in Q3 2025.
  • 3,529 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.