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Michels Family Financial’s Oracle ORCL Stock Holding History

Michels Family Financial’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 Buy
+1,952
New +$354K 0.18% 120
2025
Q4 		– Sell
-1,543
Closed -$434K – 137
2025
Q3 		$434K Sell
1,543
-433
-22% -$110K 0.34% 94
2025
Q2 		$432K Sell
1,976
-1,257
-39% -$203K 0.37% 88
2025
Q1 		$452K Buy
3,233
+7
+0.2% +$1.14K 0.41% 84
2024
Q4 		$538K Buy
+3,226
New +$573K 0.49% 69

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Michels Family Financial's ORCL Position: Q2 2026 in Review

Michels Family Financial opened a new position in Oracle (ORCL) in Q2 2026: 1,952 shares worth $286K. The stake represents 0.18% of the portfolio and ranks #120 among its holdings. This is a return to the name: Michels Family Financial previously reported a position in ORCL as recently as Q3 2025.

Michels Family Financial first reported a position in ORCL in Q4 2024 and has held it in 5 quarters since. The position peaked at $538K in Q4 2024. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Michels Family Financial held 1,952 shares of Oracle worth $286K as of Q2 2026.
  • Oracle was a new Michels Family Financial position in Q2 2026.
  • Oracle made up 0.18% of Michels Family Financial's portfolio in Q2 2026, its #120 holding.
  • Michels Family Financial first reported a position in Oracle in Q4 2024 and has held it in 5 quarters since.
  • Michels Family Financial's Oracle position peaked at $538K in Q4 2024.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Michels Family Financial's 13F filing for Q2 2026, filed 14 Aug 2026.