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Melfa Wealth Management’s Oracle ORCL Stock Holding History

Melfa Wealth 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 		$209K Hold
1,421
– – 0.12% 160
2025
Q4 		$277K Buy
1,421
+9
+0.6% +$2.14K 0.16% 138
2025
Q3 		$397K Hold
1,412
– – 0.23% 104
2025
Q2 		$309K Buy
+1,412
New +$228K 0.2% 123
2025
Q1 		– Sell
-1,417
Closed -$236K – 203
2024
Q4 		$236K Hold
1,417
– – 0.16% 148
2024
Q3 		$241K Hold
1,417
– – 0.16% 149
2024
Q2 		$200K Buy
+1,417
New +$176K 0.14% 155

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

Melfa Wealth Management's ORCL Position: Q1 2026 in Review

Melfa Wealth Management held its Oracle (ORCL) position steady in Q1 2026 at 1,421 shares worth $209K. The position accounts for 0.12% of the portfolio, ranked #160.

Melfa Wealth Management first reported a position in ORCL in Q2 2024 and has held it in 7 quarters since. The position peaked at $397K in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Melfa Wealth Management held 1,421 shares of Oracle worth $209K as of Q1 2026.
  • Melfa Wealth Management left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.12% of Melfa Wealth Management's portfolio in Q1 2026, its #160 holding.
  • Melfa Wealth Management first reported a position in Oracle in Q2 2024 and has held it in 7 quarters since.
  • Melfa Wealth Management's Oracle position peaked at $397K in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.