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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
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

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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 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

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

MFA Wealth Services increased its Oracle (ORCL) stake by 15% in Q2 2026, buying an estimated $119K and bringing the position to 5,128 shares worth $751K. The position accounts for 0.45% of the portfolio, ranked #64.

MFA Wealth Services first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.28M in Q3 2025. 939 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • MFA Wealth Services held 5,128 shares of Oracle worth $751K as of Q2 2026.
  • MFA Wealth Services bought 658 Oracle shares in Q2 2026, an estimated $119K.
  • Oracle made up 0.45% of MFA Wealth Services's portfolio in Q2 2026, its #64 holding.
  • MFA Wealth Services first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • MFA Wealth Services's Oracle position peaked at $1.28M in Q3 2025.
  • 939 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on MFA Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.