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Meritage Portfolio Management’s Oracle ORCL Stock Holding History

Meritage Portfolio 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
2025
Q4 		$739K Buy
3,791
+1
+0% +$238 0.05% 194
2025
Q3 		$1.07M Hold
3,790
– – 0.07% 183
2025
Q2 		$829K Buy
3,790
+1
+0% +$161 0.05% 204
2025
Q1 		$530K Sell
3,789
-55
-1% -$8.95K 0.04% 234
2024
Q4 		$641K Buy
3,844
+234
+6% +$41.6K 0.04% 231
2024
Q3 		$615K Buy
3,610
+68
+2% +$9.85K 0.04% 237
2024
Q2 		$500K Buy
3,542
+130
+4% +$16.1K 0.03% 237
2024
Q1 		$429K Hold
3,412
– – 0.03% 264
2023
Q4 		$360K Buy
3,412
+1,000
+41% +$109K 0.02% 277
2023
Q3 		$255K Hold
2,412
– – 0.02% 301
2023
Q2 		$287K Hold
2,412
– – 0.02% 299
2023
Q1 		$224K Buy
+2,412
New +$212K 0.02% 292
2022
Q1 		– Sell
-2,412
Closed -$210K – 374
2021
Q4 		$210K Hold
2,412
– – 0.01% 324
2021
Q3 		$210K Buy
+2,412
New +$213K 0.01% 303
2015
Q3 		– Sell
-157,156
Closed -$6.33M – 211
2015
Q2 		$6.33M Buy
157,156
+2,867
+2% +$124K 0.66% 38
2015
Q1 		$6.66M Buy
154,289
+5,151
+3% +$223K 0.67% 37
2014
Q4 		$6.71M Sell
149,138
-2,150
-1% -$87.5K 0.71% 26
2014
Q3 		$5.79M Sell
151,288
-4,720
-3% -$191K 0.66% 49
2014
Q2 		$6.32M Buy
156,008
+2,175
+1% +$89.5K 0.69% 40
2014
Q1 		$6.29M Buy
153,833
+2,425
+2% +$92.3K 0.75% 29
2013
Q4 		$5.79M Sell
151,408
-6,915
-4% -$238K 0.72% 39
2013
Q3 		$5.25M Buy
158,323
+5,055
+3% +$164K 0.68% 45
2013
Q2 		$4.71M Buy
+153,268
New +$5.09M 0.67% 43

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meritage Portfolio Management's ORCL Position: Q4 2025 in Review

Meritage Portfolio Management increased its Oracle (ORCL) stake by 0.03% in Q4 2025, buying an estimated $238 and bringing the position to 3,791 shares worth $739K. The position accounts for 0.05% of the portfolio, ranked #194.

Meritage Portfolio Management first reported a position in ORCL in Q2 2013 and has held it in 23 quarters since. The position peaked at $6.71M in Q4 2014. 3,760 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Meritage Portfolio Management held 3,791 shares of Oracle worth $739K as of Q4 2025.
  • Meritage Portfolio Management bought 1 Oracle share in Q4 2025, an estimated $238.
  • Oracle made up 0.05% of Meritage Portfolio Management's portfolio in Q4 2025, its #194 holding.
  • Meritage Portfolio Management first reported a position in Oracle in Q2 2013 and has held it in 23 quarters since.
  • Meritage Portfolio Management's Oracle position peaked at $6.71M in Q4 2014.
  • 3,760 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.