Meritas Wealth Management’s Oracle ORCL Stock Holding History

Meritas Wealth 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
2026 Q2	$971K	Sell	6,624 -559	-8%	-$101K	0.38%	25
2026 Q1	$1.06M	Sell	7,183 -521	-7%	-$84.7K	0.48%	23
2025 Q4	$1.5M	Hold	7,704	–	–	0.72%	20
2025 Q3	$2.17M	Hold	7,704	–	–	1.07%	15
2025 Q2	$1.68M	Hold	7,704	–	–	0.93%	17
2025 Q1	$1.08M	Hold	7,704	–	–	0.63%	22
2024 Q4	$1.28M	Sell	7,704 -100	-1%	-$17.8K	0.77%	19
2024 Q3	$1.33M	Sell	7,804 -286	-4%	-$41.4K	0.82%	20
2024 Q2	$1.14M	Hold	8,090	–	–	0.81%	21
2024 Q1	$1.02M	Sell	8,090 -15	-0.2%	-$1.72K	0.71%	23
2023 Q4	$855K	Hold	8,105	–	–	0.64%	21
2023 Q3	$858K	Hold	8,105	–	–	0.66%	20
2023 Q2	$965K	Hold	8,105	–	–	0.72%	18
2023 Q1	$753K	Buy	8,105 +992	+14%	+$87K	0.59%	20
2022 Q4	$581K	Buy	+7,113	New	+$541K	0.48%	24

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Meritas Wealth Management's ORCL Position: Q2 2026 in Review

Meritas Wealth Management reduced its Oracle (ORCL) stake by 7.8% in Q2 2026, selling an estimated $101K and leaving 6,624 shares worth $971K. The position accounts for 0.38% of the portfolio, ranked #25.

Meritas Wealth Management first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.17M in Q3 2025. 1,679 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Meritas Wealth Management held 6,624 shares of Oracle worth $971K as of Q2 2026.
Meritas Wealth Management sold 559 Oracle shares in Q2 2026, an estimated $101K.
Oracle made up 0.38% of Meritas Wealth Management's portfolio in Q2 2026, its #25 holding.
Meritas Wealth Management first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
Meritas Wealth Management's Oracle position peaked at $2.17M in Q3 2025.
1,679 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.