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Meridian Wealth Management’s Oracle ORCL Stock Holding History

Meridian Wealth Management’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 		$8.13M Sell
55,297
-5,185
-9% -$843K 0.29% 72
2025
Q4 		$11.8M Buy
60,482
+9,770
+19% +$2.33M 0.41% 51
2025
Q3 		$14.3M Buy
50,712
+3,150
+7% +$802K 0.55% 37
2025
Q2 		$10.4M Sell
47,562
-82
-0.2% -$13.2K 0.44% 47
2025
Q1 		$6.66M Buy
47,644
+6,166
+15% +$1M 0.32% 67
2024
Q4 		$6.91M Buy
41,478
+5,196
+14% +$923K 0.33% 65
2024
Q3 		$6.18M Buy
36,282
+9,727
+37% +$1.41M 0.3% 71
2024
Q2 		$3.75M Buy
+26,555
New +$3.3M 0.45% 53
2024
Q1 		– Sell
-24,310
Closed -$2.56M – 401
2023
Q4 		$2.56M Buy
24,310
+4,259
+21% +$465K 0.16% 144
2023
Q3 		$2.12M Buy
20,051
+534
+3% +$61.8K 0.13% 147
2023
Q2 		$2.32M Buy
19,517
+2,591
+15% +$268K 0.2% 108
2023
Q1 		$1.57M Sell
16,926
-250
-1% -$21.9K 0.14% 151
2022
Q4 		$1.4M Buy
17,176
+4,924
+40% +$374K 0.14% 146
2022
Q3 		$748K Sell
12,252
-7,612
-38% -$557K 0.08% 222
2022
Q2 		$1.39M Buy
19,864
+2,317
+13% +$170K 0.11% 192
2022
Q1 		$1.45M Sell
17,547
-299
-2% -$24.2K 0.16% 119
2021
Q4 		$1.56M Buy
17,846
+6,777
+61% +$636K 0.17% 115
2021
Q3 		$964K Sell
11,069
-346
-3% -$30.6K 0.12% 151
2021
Q2 		$889K Sell
11,415
-4,751
-29% -$372K 0.11% 155
2021
Q1 		$1.13M Buy
16,166
+9,196
+132% +$595K 0.17% 122
2020
Q4 		$450K Buy
6,970
+2,265
+48% +$135K 0.07% 201
2020
Q3 		$280K Buy
+4,705
New +$267K 0.07% 194

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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 $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Wealth Management's ORCL Position: Q1 2026 in Review

Meridian Wealth Management reduced its Oracle (ORCL) stake by 8.6% in Q1 2026, selling an estimated $843K and leaving 55,297 shares worth $8.13M. The position accounts for 0.29% of the portfolio, ranked #72.

Meridian Wealth Management first reported a position in ORCL in Q3 2020 and has held it in 22 quarters since. The position peaked at $14.3M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Meridian Wealth Management held 55,297 shares of Oracle worth $8.13M as of Q1 2026.
  • Meridian Wealth Management sold 5,185 Oracle shares in Q1 2026, an estimated $843K.
  • Oracle made up 0.29% of Meridian Wealth Management's portfolio in Q1 2026, its #72 holding.
  • Meridian Wealth Management first reported a position in Oracle in Q3 2020 and has held it in 22 quarters since.
  • Meridian Wealth Management's Oracle position peaked at $14.3M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.