Melfa Wealth Management
ORCL icon

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
Q3 		$202K Buy
1,468
+47
+3% +$6.63K 0.11% 164
2026
Q2 		$208K Hold
1,421
– – 0.11% 164
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Melfa Wealth Management's ORCL Position: Q3 2026 in Review

Melfa Wealth Management increased its Oracle (ORCL) stake by 3.3% in Q3 2026, buying an estimated $6.63K and bringing the position to 1,468 shares worth $202K. The position accounts for 0.11% of the portfolio, ranked #164.

Melfa Wealth Management first reported a position in ORCL in Q2 2024 and has held it in 9 quarters since. The position peaked at $397K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Melfa Wealth Management held 1,468 shares of Oracle worth $202K as of Q3 2026.
  • Melfa Wealth Management bought 47 Oracle shares in Q3 2026, an estimated $6.63K.
  • Oracle made up 0.11% of Melfa Wealth Management's portfolio in Q3 2026, its #164 holding.
  • Melfa Wealth Management first reported a position in Oracle in Q2 2024 and has held it in 9 quarters since.
  • Melfa Wealth Management's Oracle position peaked at $397K in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Melfa Wealth Management's 13F filing for Q3 2026, filed 6 Nov 2026.