MFG
ORCL icon

Merit Financial Group’s Oracle ORCL Stock Holding History

Merit Financial Group’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 		$16.7M Buy
113,663
+30,402
+37% +$5.51M 0.1% 173
2026
Q1 		$12.2M Sell
83,261
-4,910
-6% -$798K 0.09% 198
2025
Q4 		$17.2M Buy
88,171
+4,754
+6% +$1.13M 0.14% 126
2025
Q3 		$23.5M Buy
83,417
+9,544
+13% +$2.43M 0.22% 87
2025
Q2 		$16.2M Buy
73,873
+19,139
+35% +$3.09M 0.18% 94
2025
Q1 		$7.65M Buy
54,734
+7,574
+16% +$1.23M 0.11% 145
2024
Q4 		$7.86M Buy
47,160
+14,741
+45% +$2.62M 0.14% 129
2024
Q3 		$5.52M Sell
32,419
-2,718
-8% -$394K 0.12% 135
2024
Q2 		$4.96M Buy
35,137
+2,516
+8% +$312K 0.11% 145
2024
Q1 		$3.78M Buy
32,621
+17,307
+113% +$1.98M 0.09% 170
2023
Q4 		$1.61M Sell
15,314
-9,136
-37% -$997K 0.05% 232
2023
Q3 		$2.59M Buy
24,450
+325
+1% +$37.6K 0.08% 185
2023
Q2 		$2.87M Buy
24,125
+2,160
+10% +$223K 0.09% 169
2023
Q1 		$2.04M Buy
21,965
+1,978
+10% +$173K 0.07% 201
2022
Q4 		$1.63M Buy
19,987
+7,349
+58% +$559K 0.06% 223
2022
Q3 		$772K Sell
12,638
-6,960
-36% -$510K 0.03% 290
2022
Q2 		$1.37M Buy
19,598
+16,772
+593% +$1.23M 0.04% 211
2022
Q1 		$234K Buy
2,826
+94
+3% +$7.61K 0.01% 340
2021
Q4 		$238K Hold
2,732
– – 0.02% 246
2021
Q3 		$238K Buy
+2,732
New +$241K 0.02% 236
2020
Q1 		– Sell
-3,847
Closed -$204K – 240
2019
Q4 		$204K Buy
+3,847
New +$212K 0.02% 223

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Merit Financial Group's ORCL Position: Q2 2026 in Review

Merit Financial Group increased its Oracle (ORCL) stake by 37% in Q2 2026, buying an estimated $5.51M and bringing the position to 113,663 shares worth $16.7M. The position accounts for 0.1% of the portfolio, ranked #173.

Merit Financial Group first reported a position in ORCL in Q4 2019 and has held it in 21 quarters since. The position peaked at $23.5M in Q3 2025. 870 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Merit Financial Group held 113,663 shares of Oracle worth $16.7M as of Q2 2026.
  • Merit Financial Group bought 30,402 Oracle shares in Q2 2026, an estimated $5.51M.
  • Oracle made up 0.1% of Merit Financial Group's portfolio in Q2 2026, its #173 holding.
  • Merit Financial Group first reported a position in Oracle in Q4 2019 and has held it in 21 quarters since.
  • Merit Financial Group's Oracle position peaked at $23.5M in Q3 2025.
  • 870 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.