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Meramec Financial Planners’s Oracle ORCL Stock Holding History

Meramec Financial Planners’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 		$500K Hold
4,166
– – 0.18% 67
2026
Q1 		$740K Hold
4,166
– – 0.29% 50
2025
Q4 		$595K Buy
+4,166
New +$992K 0.23% 59

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

Meramec Financial Planners's ORCL Position: Q2 2026 in Review

Meramec Financial Planners held its Oracle (ORCL) position steady in Q2 2026 at 4,166 shares worth $500K. The position accounts for 0.18% of the portfolio, ranked #67.

Meramec Financial Planners first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $740K in Q1 2026. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Meramec Financial Planners held 4,166 shares of Oracle worth $500K as of Q2 2026.
  • Meramec Financial Planners left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.18% of Meramec Financial Planners's portfolio in Q2 2026, its #67 holding.
  • Meramec Financial Planners first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Oracle position peaked at $740K in Q1 2026.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.