Moisand Fitzgerald Tamayo’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $533K | Buy |
3,638
+293
| +9% | +$53.1K | 0.05% | 79 |
|
|
2026
Q1 | $492K | Sell |
3,345
-258
| -7% | -$41.9K | 0.05% | 78 |
|
|
2025
Q4 | $702K | Sell |
3,603
-116
| -3% | -$27.6K | 0.08% | 64 |
|
|
2025
Q3 | $1.05M | Hold |
3,719
| – | – | 0.12% | 52 |
|
|
2025
Q2 | $813K | Hold |
3,719
| – | – | 0.1% | 59 |
|
|
2025
Q1 | $520K | Sell |
3,719
-240
| -6% | -$39.1K | 0.07% | 68 |
|
|
2024
Q4 | $660K | Sell |
3,959
-91
| -2% | -$16.2K | 0.09% | 63 |
|
|
2024
Q3 | $690K | Buy |
4,050
+737
| +22% | +$107K | 0.09% | 61 |
|
|
2024
Q2 | $468K | Hold |
3,313
| – | – | 0.07% | 69 |
|
|
2024
Q1 | $416K | Sell |
3,313
-320
| -9% | -$36.6K | 0.06% | 71 |
|
|
2023
Q4 | $383K | Sell |
3,633
-28
| -0.8% | -$3.06K | 0.07% | 76 |
|
|
2023
Q3 | $388K | Buy |
3,661
+65
| +2% | +$7.52K | 0.08% | 71 |
|
|
2023
Q2 | $428K | Hold |
3,596
| – | – | 0.09% | 70 |
|
|
2023
Q1 | $334K | Hold |
3,596
| – | – | 0.07% | 81 |
|
|
2022
Q4 | $294K | Buy |
3,596
+105
| +3% | +$7.98K | 0.07% | 82 |
|
|
2022
Q3 | $213K | Hold |
3,491
| – | – | 0.06% | 91 |
|
|
2022
Q2 | $244K | Buy |
3,491
+3,439
| +6,613% | +$252K | 0.07% | 86 |
|
|
2022
Q1 | $4K | Hold |
52
| – | – | ﹤0.01% | 295 |
|
|
2021
Q4 | $5K | Hold |
52
| – | – | ﹤0.01% | 300 |
|
|
2021
Q3 | $5K | Hold |
52
| – | – | ﹤0.01% | 294 |
|
|
2021
Q2 | $4K | Hold |
52
| – | – | ﹤0.01% | 337 |
|
|
2021
Q1 | $4K | Hold |
52
| – | – | ﹤0.01% | 280 |
|
|
2020
Q4 | $3K | Hold |
52
| – | – | ﹤0.01% | 292 |
|
|
2020
Q3 | $3K | Hold |
52
| – | – | ﹤0.01% | 275 |
|
|
2020
Q2 | $3K | Hold |
52
| – | – | ﹤0.01% | 258 |
|
|
2020
Q1 | $3K | Sell |
52
-137
| -72% | -$7.07K | ﹤0.01% | 221 |
|
|
2019
Q4 | $10K | Sell |
189
-178
| -49% | -$9.8K | 0.01% | 197 |
|
|
2019
Q3 | $20K | Sell |
367
-89
| -20% | -$4.92K | 0.01% | 160 |
|
|
2019
Q2 | $26K | Sell |
456
-73
| -14% | -$3.95K | 0.01% | 143 |
|
|
2019
Q1 | $28K | Hold |
529
| – | – | 0.02% | 148 |
|
|
2018
Q4 | $24K | Sell |
529
-595
| -53% | -$28.5K | 0.02% | 146 |
|
|
2018
Q3 | $58K | Sell |
1,124
-232
| -17% | -$11.3K | 0.03% | 115 |
|
|
2018
Q2 | $60K | Hold |
1,356
| – | – | 0.03% | 109 |
|
|
2018
Q1 | $62K | Buy |
1,356
+500
| +58% | +$24.9K | 0.04% | 114 |
|
|
2017
Q4 | $40K | Hold |
856
| – | – | 0.02% | 116 |
|
|
2017
Q3 | $41K | Buy |
+856
| New | +$42.6K | 0.03% | 121 |
|
|
2016
Q2 | – | Sell |
-798
| Closed | -$33K | – | 152 |
|
|
2016
Q1 | $33K | Hold |
798
| – | – | 0.03% | 106 |
|
|
2015
Q4 | $29K | Buy |
+798
| New | +$30.5K | 0.02% | 111 |
|
Other funds holding ORCL
FWIA
CRM
UBP
CNB
II
ZIC
Moisand Fitzgerald Tamayo's ORCL Position: Q2 2026 in Review
Moisand Fitzgerald Tamayo increased its Oracle (ORCL) stake by 8.8% in Q2 2026, buying an estimated $53.1K and bringing the position to 3,638 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #79.
Moisand Fitzgerald Tamayo first reported a position in ORCL in Q4 2015 and has held it in 38 quarters since. The position peaked at $1.05M in Q3 2025. 821 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Moisand Fitzgerald Tamayo held 3,638 shares of Oracle worth $533K as of Q2 2026.
- Moisand Fitzgerald Tamayo bought 293 Oracle shares in Q2 2026, an estimated $53.1K.
- Oracle made up 0.05% of Moisand Fitzgerald Tamayo's portfolio in Q2 2026, its #79 holding.
- Moisand Fitzgerald Tamayo first reported a position in Oracle in Q4 2015 and has held it in 38 quarters since.
- Moisand Fitzgerald Tamayo's Oracle position peaked at $1.05M in Q3 2025.
- 821 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Moisand Fitzgerald Tamayo's 13F filing for Q2 2026, filed 13 Jul 2026.