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 Q2	$1.01M	Sell	7,590 -396	-5%	-$71.8K	0.34%	55
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Meridian Financial Partners's ORCL Position: Q2 2026 in Review

Meridian Financial Partners reduced its Oracle (ORCL) stake by 5% in Q2 2026, selling an estimated $71.8K and leaving 7,590 shares worth $1.01M. The position accounts for 0.34% of the portfolio, ranked #55.

Meridian Financial Partners first reported a position in ORCL in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.04M in Q3 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Meridian Financial Partners held 7,590 shares of Oracle worth $1.01M as of Q2 2026.
Meridian Financial Partners sold 396 Oracle shares in Q2 2026, an estimated $71.8K.
Oracle made up 0.34% of Meridian Financial Partners's portfolio in Q2 2026, its #55 holding.
Meridian Financial Partners first reported a position in Oracle in Q4 2018 and has held it in 16 quarters since.
Meridian Financial Partners's Oracle position peaked at $2.04M in Q3 2025.
3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.