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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
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

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

Melfa Wealth Management's ORCL Position: Q2 2026 in Review

Melfa Wealth Management held its Oracle (ORCL) position steady in Q2 2026 at 1,421 shares worth $208K. 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 8 quarters since. The position peaked at $397K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Melfa Wealth Management held 1,421 shares of Oracle worth $208K as of Q2 2026.
  • Melfa Wealth Management left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.11% of Melfa Wealth Management's portfolio in Q2 2026, its #164 holding.
  • Melfa Wealth Management first reported a position in Oracle in Q2 2024 and has held it in 8 quarters since.
  • Melfa Wealth Management's Oracle position peaked at $397K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.