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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
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 $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 Partners's ORCL Position: Q1 2026 in Review

Meridian Wealth Partners increased its Oracle (ORCL) stake by 3.3% in Q1 2026, buying an estimated $11.5K and bringing the position to 2,204 shares worth $324K. The position accounts for 0.04% of the portfolio, ranked #84.

Meridian Wealth Partners first reported a position in ORCL in Q4 2019 and has held it in 20 quarters since. The position peaked at $628K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Meridian Wealth Partners held 2,204 shares of Oracle worth $324K as of Q1 2026.
  • Meridian Wealth Partners bought 71 Oracle shares in Q1 2026, an estimated $11.5K.
  • Oracle made up 0.04% of Meridian Wealth Partners's portfolio in Q1 2026, its #84 holding.
  • Meridian Wealth Partners first reported a position in Oracle in Q4 2019 and has held it in 20 quarters since.
  • Meridian Wealth Partners's Oracle position peaked at $628K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.