MFA Wealth Advisors’s Oracle ORCL Stock Holding History

MFA Wealth Advisors’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	$286K	Hold	1,954	–	–	0.05%	81
2026 Q1	$287K	Buy	1,954 +122	+7%	+$19.8K	0.06%	75
2025 Q4	$357K	Buy	1,832 +10	+0.5%	+$2.38K	0.08%	73
2025 Q3	$512K	Buy	1,822 +21	+1%	+$5.35K	0.11%	70
2025 Q2	$394K	Hold	1,801	–	–	0.09%	73
2025 Q1	$252K	Buy	1,801 +1	+0.1%	+$163	0.06%	78
2024 Q4	$300K	Hold	1,800	–	–	0.08%	65
2024 Q3	$307K	Hold	1,800	–	–	0.07%	75
2024 Q2	$254K	Hold	1,800	–	–	0.06%	87
2024 Q1	$226K	Buy	+1,800	New	+$206K	0.06%	81
2023 Q3	–	Sell	-1,800	Closed	-$214K	–	78
2023 Q2	$214K	Buy	+1,800	New	+$186K	0.07%	75
2020 Q3	–	Sell	-2,109	Closed	-$117K	–	157
2020 Q2	$117K	Buy	+2,109	New	+$112K	0.08%	52

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

MFA Wealth Advisors's ORCL Position: Q2 2026 in Review

MFA Wealth Advisors held its Oracle (ORCL) position steady in Q2 2026 at 1,954 shares worth $286K. The position accounts for 0.05% of the portfolio, ranked #81.

MFA Wealth Advisors first reported a position in ORCL in Q2 2020 and has held it in 12 quarters since. The position peaked at $512K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

MFA Wealth Advisors held 1,954 shares of Oracle worth $286K as of Q2 2026.
MFA Wealth Advisors left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.05% of MFA Wealth Advisors's portfolio in Q2 2026, its #81 holding.
MFA Wealth Advisors first reported a position in Oracle in Q2 2020 and has held it in 12 quarters since.
MFA Wealth Advisors's Oracle position peaked at $512K in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on MFA Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.