MWP
ORCL icon

Meridian Wealth Partners’s Oracle ORCL Stock Holding History

Meridian Wealth 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 		$386K Buy
2,637
+433
+20% +$78.5K 0.05% 84
2026
Q1 		$324K Buy
2,204
+71
+3% +$11.5K 0.04% 84
2025
Q4 		$416K Sell
2,133
-100
-4% -$23.8K 0.06% 70
2025
Q3 		$628K Sell
2,233
-52
-2% -$13.2K 0.09% 52
2025
Q2 		$500K Buy
2,285
+20
+0.9% +$3.23K 0.07% 62
2025
Q1 		$317K Sell
2,265
-142
-6% -$23.1K 0.05% 82
2024
Q4 		$401K Buy
2,407
+13
+0.5% +$2.31K 0.06% 72
2024
Q3 		$408K Sell
2,394
-346
-13% -$50.1K 0.06% 69
2024
Q2 		$387K Buy
2,740
+148
+6% +$18.4K 0.07% 67
2024
Q1 		$326K Buy
2,592
+115
+5% +$13.2K 0.06% 78
2023
Q4 		$261K Sell
2,477
-181
-7% -$19.8K 0.05% 83
2023
Q3 		$282K Sell
2,658
-48
-2% -$5.56K 0.06% 76
2023
Q2 		$322K Buy
2,706
+109
+4% +$11.3K 0.07% 64
2023
Q1 		$241K Buy
2,597
+60
+2% +$5.26K 0.05% 80
2022
Q4 		$207K Buy
+2,537
New +$193K 0.05% 86
2021
Q2 		– Sell
-1,797
Closed -$127K – 896
2021
Q1 		$127K Buy
1,797
+47
+3% +$3.04K 0.04% 93
2020
Q4 		$113K Sell
1,750
-13
-0.7% -$774 0.05% 91
2020
Q3 		$106K Sell
1,763
-34
-2% -$1.93K 0.05% 89
2020
Q2 		$100K Sell
1,797
-22
-1% -$1.17K 0.05% 91
2020
Q1 		$88K Buy
1,819
+3
+0.2% +$155 0.05% 92
2019
Q4 		$96K Buy
+1,816
New +$100K 0.06% 91

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 $3.38T AUM 44.17% 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 Partners's ORCL Position: Q2 2026 in Review

Meridian Wealth Partners increased its Oracle (ORCL) stake by 20% in Q2 2026, buying an estimated $78.5K and bringing the position to 2,637 shares worth $386K. The position accounts for 0.05% of the portfolio, ranked #84.

Meridian Wealth Partners first reported a position in ORCL in Q4 2019 and has held it in 21 quarters since. The position peaked at $628K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Meridian Wealth Partners held 2,637 shares of Oracle worth $386K as of Q2 2026.
  • Meridian Wealth Partners bought 433 Oracle shares in Q2 2026, an estimated $78.5K.
  • Oracle made up 0.05% of Meridian Wealth Partners's portfolio in Q2 2026, its #84 holding.
  • Meridian Wealth Partners first reported a position in Oracle in Q4 2019 and has held it in 21 quarters since.
  • Meridian Wealth Partners's Oracle position peaked at $628K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.