MFA Wealth Services’s Oracle ORCL Stock Holding History

MFA Wealth Services’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 Q3	$691K	Sell	5,035 -93	-2%	-$13.1K	0.41%	64
2026 Q2	$751K	Buy	5,128 +658	+15%	+$119K	0.45%	64
2026 Q1	$658K	Buy	4,470 +291	+7%	+$47.3K	0.44%	66
2025 Q4	$815K	Sell	4,179 -379	-8%	-$90.2K	0.55%	51
2025 Q3	$1.28M	Sell	4,558 -5	-0.1%	-$1.27K	0.88%	29
2025 Q2	$998K	Buy	4,563 +43	+1%	+$6.94K	0.75%	39
2025 Q1	$632K	Sell	4,520 -211	-4%	-$34.4K	0.52%	50
2024 Q4	$788K	Buy	+4,731	New	+$840K	0.63%	46

Other funds holding ORCL

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

MFA Wealth Services's ORCL Position: Q3 2026 in Review

MFA Wealth Services reduced its Oracle (ORCL) stake by 1.8% in Q3 2026, selling an estimated $13.1K and leaving 5,035 shares worth $691K. The position accounts for 0.41% of the portfolio, ranked #64.

MFA Wealth Services first reported a position in ORCL in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.28M in Q3 2025. 891 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

MFA Wealth Services held 5,035 shares of Oracle worth $691K as of Q3 2026.
MFA Wealth Services sold 93 Oracle shares in Q3 2026, an estimated $13.1K.
Oracle made up 0.41% of MFA Wealth Services's portfolio in Q3 2026, its #64 holding.
MFA Wealth Services first reported a position in Oracle in Q4 2024 and has held it in 8 quarters since.
MFA Wealth Services's Oracle position peaked at $1.28M in Q3 2025.
891 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on MFA Wealth Services's 13F filing for Q3 2026, filed 14 Oct 2026.