Meridian Wealth Management
ORCL icon

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
Q3 		$5.8M Sell
42,236
-3,312
-7% -$467K 0.17% 120
2026
Q2 		$6.67M Sell
45,548
-9,749
-18% -$1.77M 0.21% 102
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Meridian Wealth Management's ORCL Position: Q3 2026 in Review

Meridian Wealth Management reduced its Oracle (ORCL) stake by 7.3% in Q3 2026, selling an estimated $467K and leaving 42,236 shares worth $5.8M. The position accounts for 0.17% of the portfolio, ranked #120.

Meridian Wealth Management first reported a position in ORCL in Q3 2020 and has held it in 24 quarters since. The position peaked at $14.3M in Q3 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Meridian Wealth Management held 42,236 shares of Oracle worth $5.8M as of Q3 2026.
  • Meridian Wealth Management sold 3,312 Oracle shares in Q3 2026, an estimated $467K.
  • Oracle made up 0.17% of Meridian Wealth Management's portfolio in Q3 2026, its #120 holding.
  • Meridian Wealth Management first reported a position in Oracle in Q3 2020 and has held it in 24 quarters since.
  • Meridian Wealth Management's Oracle position peaked at $14.3M in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Meridian Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.