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Midwest Trust’s Oracle ORCL Stock Holding History

Midwest Trust’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 		$4.2M Sell
28,677
-167
-0.6% -$30.3K 0.05% 222
2026
Q1 		$4.24M Sell
28,844
-1,540
-5% -$250K 0.05% 223
2025
Q4 		$5.92M Buy
30,384
+1,009
+3% +$240K 0.07% 195
2025
Q3 		$8.26M Buy
29,375
+1,970
+7% +$502K 0.11% 165
2025
Q2 		$5.99M Buy
+27,405
New +$4.43M 0.08% 186

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 $3.37T AUM 44.26% 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

Midwest Trust's ORCL Position: Q2 2026 in Review

Midwest Trust reduced its Oracle (ORCL) stake by 0.58% in Q2 2026, selling an estimated $30.3K and leaving 28,677 shares worth $4.2M. The position accounts for 0.05% of the portfolio, ranked #222.

Midwest Trust first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.26M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Midwest Trust held 28,677 shares of Oracle worth $4.2M as of Q2 2026.
  • Midwest Trust sold 167 Oracle shares in Q2 2026, an estimated $30.3K.
  • Oracle made up 0.05% of Midwest Trust's portfolio in Q2 2026, its #222 holding.
  • Midwest Trust first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Midwest Trust's Oracle position peaked at $8.26M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.