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Meridian Wealth Advisors’s Oracle ORCL Stock Holding History

Meridian Wealth Advisors’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 		$423K Sell
2,887
-538
-16% -$97.5K 0.05% 151
2026
Q1 		$504K Buy
3,425
+445
+15% +$72.3K 0.07% 140
2025
Q4 		$581K Sell
2,980
-38
-1% -$9.05K 0.08% 124
2025
Q3 		$849K Sell
3,018
-192
-6% -$48.9K 0.12% 98
2025
Q2 		$702K Buy
3,210
+1
+0% +$161 0.11% 99
2025
Q1 		$449K Buy
3,209
+1
+0% +$163 0.08% 118
2024
Q4 		$535K Buy
3,208
+49
+2% +$8.7K 0.09% 114
2024
Q3 		$538K Buy
3,159
+308
+11% +$44.6K 0.09% 110
2024
Q2 		$403K Buy
2,851
+42
+1% +$5.22K 0.07% 125
2024
Q1 		$353K Buy
2,809
+24
+0.9% +$2.75K 0.07% 138
2023
Q4 		$294K Sell
2,785
-575
-17% -$62.8K 0.06% 147
2023
Q3 		$356K Buy
3,360
+32
+1% +$3.7K 0.09% 125
2023
Q2 		$396K Buy
3,328
+43
+1% +$4.45K 0.1% 124
2023
Q1 		$305K Hold
3,285
– – 0.08% 146
2022
Q4 		$269K Hold
3,285
– – 0.07% 161
2022
Q3 		$201K Buy
+3,285
New +$241K 0.06% 176
2022
Q2 		– Sell
-2,710
Closed -$224K – 213
2022
Q1 		$224K Buy
+2,710
New +$219K 0.05% 194
2019
Q1 		– Sell
-2,010
Closed -$91K – 319
2018
Q4 		$91K Buy
+2,010
New +$96.3K 0.07% 182

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

Meridian Wealth Advisors's ORCL Position: Q2 2026 in Review

Meridian Wealth Advisors reduced its Oracle (ORCL) stake by 16% in Q2 2026, selling an estimated $97.5K and leaving 2,887 shares worth $423K. The position accounts for 0.05% of the portfolio, ranked #151.

Meridian Wealth Advisors first reported a position in ORCL in Q4 2018 and has held it in 18 quarters since. The position peaked at $849K in Q3 2025. 3,528 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Meridian Wealth Advisors held 2,887 shares of Oracle worth $423K as of Q2 2026.
  • Meridian Wealth Advisors sold 538 Oracle shares in Q2 2026, an estimated $97.5K.
  • Oracle made up 0.05% of Meridian Wealth Advisors's portfolio in Q2 2026, its #151 holding.
  • Meridian Wealth Advisors first reported a position in Oracle in Q4 2018 and has held it in 18 quarters since.
  • Meridian Wealth Advisors's Oracle position peaked at $849K in Q3 2025.
  • 3,528 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Meridian Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.