MA
ORCL icon

MONECO Advisors’s Oracle ORCL Stock Holding History

MONECO 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 		$1.35M Sell
9,177
-826
-8% -$134K 0.1% 177
2025
Q4 		$1.95M Sell
10,003
-128
-1% -$30.5K 0.15% 141
2025
Q3 		$2.85M Sell
10,131
-92
-0.9% -$23.4K 0.24% 93
2025
Q2 		$2.23M Buy
10,223
+958
+10% +$155K 0.21% 109
2025
Q1 		$1.3M Sell
9,265
-77
-0.8% -$12.5K 0.13% 156
2024
Q4 		$1.56M Buy
9,342
+1
+0% +$178 0.16% 132
2024
Q3 		$1.59M Sell
9,341
-478
-5% -$69.2K 0.2% 122
2024
Q2 		$1.39M Buy
9,819
+1,011
+11% +$126K 0.2% 119
2024
Q1 		$1.11M Buy
8,808
+449
+5% +$51.4K 0.18% 137
2023
Q4 		$881K Sell
8,359
-306
-4% -$33.4K 0.17% 149
2023
Q3 		$918K Buy
8,665
+94
+1% +$10.9K 0.25% 103
2023
Q2 		$1.02M Buy
8,571
+56
+0.7% +$5.79K 0.28% 96
2023
Q1 		$791K Buy
8,515
+926
+12% +$81.2K 0.23% 109
2022
Q4 		$620K Buy
7,589
+71
+0.9% +$5.4K 0.22% 110
2022
Q3 		$459K Sell
7,518
-663
-8% -$48.5K 0.18% 127
2022
Q2 		$572K Buy
8,181
+51
+0.6% +$3.73K 0.22% 105
2022
Q1 		$673K Sell
8,130
-245
-3% -$19.8K 0.25% 95
2021
Q4 		$686K Buy
8,375
+8
+0.1% +$751 0.26% 93
2021
Q3 		$729K Buy
8,367
+4
+0% +$353 0.29% 83
2021
Q2 		$651K Buy
8,363
+4
+0% +$313 0.3% 81
2021
Q1 		$587K Buy
8,359
+1,949
+30% +$126K 0.29% 86
2020
Q4 		$398K Buy
6,410
+4
+0.1% +$238 0.22% 106
2020
Q3 		$382K Buy
6,406
+5
+0.1% +$284 0.24% 94
2020
Q2 		$354K Buy
6,401
+432
+7% +$22.9K 0.28% 89
2020
Q1 		$288K Sell
5,969
-1,344
-18% -$69.4K 0.29% 85
2019
Q4 		$403K Buy
7,313
+5
+0.1% +$275 0.29% 84
2019
Q3 		$402K Buy
7,308
+54
+0.7% +$2.98K 0.31% 76
2019
Q2 		$413K Sell
7,254
-156
-2% -$8.44K 0.33% 68
2019
Q1 		$398K Buy
7,410
+1,114
+18% +$56.8K 0.32% 77
2018
Q4 		$284K Buy
+6,296
New +$302K 0.33% 66

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MONECO Advisors's ORCL Position: Q1 2026 in Review

MONECO Advisors reduced its Oracle (ORCL) stake by 8.3% in Q1 2026, selling an estimated $134K and leaving 9,177 shares worth $1.35M. The position accounts for 0.1% of the portfolio, ranked #177.

MONECO Advisors first reported a position in ORCL in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.85M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • MONECO Advisors held 9,177 shares of Oracle worth $1.35M as of Q1 2026.
  • MONECO Advisors sold 826 Oracle shares in Q1 2026, an estimated $134K.
  • Oracle made up 0.1% of MONECO Advisors's portfolio in Q1 2026, its #177 holding.
  • MONECO Advisors first reported a position in Oracle in Q4 2018 and has held it in 30 quarters since.
  • MONECO Advisors's Oracle position peaked at $2.85M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on MONECO Advisors's 13F filing for Q1 2026, filed 8 May 2026.