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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 		$249K Buy
+1,700
New +$308K ﹤0.01% 1949

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
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
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 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. 844 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.
  • 844 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.