MF
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Meridian Financial’s Oracle ORCL Stock Holding History

Meridian Financial’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 		– Sell
-1,383
Closed -$203K – 157
2026
Q2 		$203K Sell
1,383
-50
-3% -$9.06K 0.1% 145
2026
Q1 		$211K Hold
1,433
– – 0.12% 139
2025
Q4 		$279K Buy
1,433
+38
+3% +$9.05K 0.15% 113
2025
Q3 		$392K Hold
1,395
– – 0.22% 86
2025
Q2 		$305K Buy
+1,395
New +$225K 0.2% 92
2025
Q1 		– Sell
-1,395
Closed -$232K – 125
2024
Q4 		$232K Sell
1,395
-500
-26% -$88.8K 0.16% 105
2024
Q3 		$323K Hold
1,895
– – 0.22% 93
2024
Q2 		$268K Hold
1,895
– – 0.19% 99
2024
Q1 		$238K Buy
+1,895
New +$217K 0.18% 106

Other funds holding ORCL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Meridian Financial's ORCL Position: Q3 2026 in Review

Meridian Financial sold out of Oracle (ORCL) in Q3 2026, closing a stake of 1,383 shares — an estimated $203K sold.

Meridian Financial first reported a position in ORCL in Q1 2024 and held it in 9 quarters. The position peaked at $392K in Q3 2025. 1,513 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Meridian Financial reported no remaining Oracle position as of Q3 2026 after selling out during the quarter.
  • Meridian Financial sold 1,383 Oracle shares in Q3 2026, an estimated $203K.
  • Meridian Financial first reported a position in Oracle in Q1 2024 and held it in 9 quarters.
  • Meridian Financial's Oracle position peaked at $392K in Q3 2025.
  • 1,513 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Meridian Financial's 13F filing for Q3 2026, filed 14 Oct 2026.