MMBG Investment Advisors’s Oracle ORCL Stock Holding History

MMBG Investment 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 Q1	$1.46M	Buy	9,947 +566	+6%	+$92K	0.13%	87
2025 Q4	$1.83M	Buy	9,381 +1,643	+21%	+$391K	0.15%	78
2025 Q3	$2.18M	Buy	7,738 +2,708	+54%	+$690K	0.19%	64
2025 Q2	$1.1M	Hold	5,030	–	–	0.11%	90
2025 Q1	$703K	Buy	+5,030	New	+$819K	0.08%	110
2023 Q1	–	Sell	-5,200	Closed	-$425K	–	163
2022 Q4	$425K	Hold	5,200	–	–	0.06%	126
2022 Q3	$318K	Hold	5,200	–	–	0.04%	132
2022 Q2	$363K	Hold	5,200	–	–	0.05%	125
2022 Q1	$430K	Hold	5,200	–	–	0.04%	126
2021 Q4	$453K	Buy	+5,200	New	+$488K	0.04%	128

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MMBG Investment Advisors's ORCL Position: Q1 2026 in Review

MMBG Investment Advisors increased its Oracle (ORCL) stake by 6% in Q1 2026, buying an estimated $92K and bringing the position to 9,947 shares worth $1.46M. The position accounts for 0.13% of the portfolio, ranked #87.

MMBG Investment Advisors first reported a position in ORCL in Q4 2021 and has held it in 10 quarters since. The position peaked at $2.18M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

MMBG Investment Advisors held 9,947 shares of Oracle worth $1.46M as of Q1 2026.
MMBG Investment Advisors bought 566 Oracle shares in Q1 2026, an estimated $92K.
Oracle made up 0.13% of MMBG Investment Advisors's portfolio in Q1 2026, its #87 holding.
MMBG Investment Advisors first reported a position in Oracle in Q4 2021 and has held it in 10 quarters since.
MMBG Investment Advisors's Oracle position peaked at $2.18M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on MMBG Investment Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.