Meridian Financial Partners’s Oracle ORCL Stock Holding History

Meridian Financial Partners’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	$1.14M	Buy	7,986 +786	+11%	+$128K	0.43%	51
2025 Q4	$1.25M	Buy	7,200 +149	+2%	+$35.5K	0.5%	44
2025 Q3	$2.04M	Sell	7,051 -800	-10%	-$204K	0.85%	28
2025 Q2	$1.72M	Sell	7,851 -10	-0.1%	-$1.61K	0.81%	26
2025 Q1	$1.1M	Buy	7,861 +6,508	+481%	+$1.06M	0.56%	43
2024 Q4	$226K	Hold	1,353	–	–	0.12%	92
2024 Q3	$231K	Buy	+1,353	New	+$196K	0.12%	94
2020 Q4	–	Sell	-12,051	Closed	-$693K	–	67
2020 Q3	$693K	Sell	12,051 -36	-0.3%	-$2.04K	0.58%	31
2020 Q2	$691K	Buy	12,087 +435	+4%	+$23K	0.63%	31
2020 Q1	$636K	Buy	11,652 +881	+8%	+$45.5K	0.69%	23
2019 Q4	$583K	Buy	10,771 +65	+0.6%	+$3.58K	0.58%	32
2019 Q3	$569K	Buy	10,706 +448	+4%	+$24.7K	0.64%	28
2019 Q2	$608K	Buy	10,258 +77	+0.8%	+$4.17K	0.68%	24
2019 Q1	$555K	Buy	10,181 +224	+2%	+$11.4K	0.63%	28
2018 Q4	$450K	Buy	+9,957	New	+$477K	0.61%	29

Other funds holding ORCL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 $1.47T AUM 27.86% 1-Year Est. Return

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return