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Moneta Group Investment Advisors’s Oracle ORCL Stock Holding History

Moneta Group 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 		$6.05M Buy
41,092
+930
+2% +$151K 0.05% 149
2025
Q4 		$7.83M Sell
40,162
-1,500
-4% -$357K 0.06% 124
2025
Q3 		$11.7M Buy
41,662
+11,575
+38% +$2.95M 0.09% 104
2025
Q2 		$6.58M Buy
30,087
+33
+0.1% +$5.33K 0.08% 121
2025
Q1 		$4.2M Buy
30,054
+975
+3% +$159K 0.06% 142
2024
Q4 		$4.85M Buy
29,079
+924
+3% +$164K 0.07% 132
2024
Q3 		$4.8M Buy
28,155
+3,023
+12% +$438K 0.07% 130
2024
Q2 		$3.55M Buy
25,132
+1,280
+5% +$159K 0.06% 145
2024
Q1 		$3M Buy
23,852
+1,124
+5% +$129K 0.05% 154
2023
Q4 		$2.4M Buy
22,728
+616
+3% +$67.2K 0.05% 158
2023
Q3 		$2.34M Sell
22,112
-2,074
-9% -$240K 0.05% 152
2023
Q2 		$2.88M Buy
24,186
+11,883
+97% +$1.23M 0.06% 144
2023
Q1 		$1.14M Buy
12,303
+3,151
+34% +$276K 0.03% 203
2022
Q4 		$810K Sell
9,152
-444
-5% -$33.7K 0.02% 224
2022
Q3 		$586K Sell
9,596
-2,340
-20% -$171K 0.02% 256
2022
Q2 		$834K Sell
11,936
-152
-1% -$11.1K 0.03% 231
2022
Q1 		$1M Buy
12,088
+621
+5% +$50.3K 0.04% 205
2021
Q4 		$1M Buy
11,467
+1,677
+17% +$157K 0.04% 204
2021
Q3 		$853K Sell
9,790
-346
-3% -$30.6K 0.04% 212
2021
Q2 		$789K Buy
10,136
+1,300
+15% +$102K 0.04% 223
2021
Q1 		$620K Buy
8,836
+3,858
+78% +$250K 0.03% 232
2020
Q4 		$322K Buy
4,978
+472
+10% +$28.1K 0.02% 246
2020
Q3 		$269K Sell
4,506
-2,659
-37% -$151K 0.02% 229
2020
Q2 		$396K Sell
7,165
-1,815
-20% -$96.2K 0.04% 186
2020
Q1 		$434K Buy
8,980
+1,505
+20% +$77.7K 0.05% 160
2019
Q4 		$396K Sell
7,475
-1,847
-20% -$102K 0.03% 183
2019
Q3 		$513K Buy
9,322
+844
+10% +$46.6K 0.05% 165
2019
Q2 		$483K Buy
8,478
+342
+4% +$18.5K 0.05% 158
2019
Q1 		$437K Sell
8,136
-3,027
-27% -$154K 0.05% 152
2018
Q4 		$504K Buy
11,163
+4,152
+59% +$199K 0.06% 134
2018
Q3 		$361K Buy
7,011
+716
+11% +$34.8K 0.04% 165
2018
Q2 		$277K Sell
6,295
-7,795
-55% -$359K 0.03% 216
2018
Q1 		$208K Buy
14,090
+11,062
+365% +$550K 0.03% 194
2017
Q4 		$143K Buy
+3,028
New +$149K 0.02% 216
2015
Q4 		– Sell
-15,311
Closed -$553K – 330
2015
Q3 		$553K Sell
15,311
-7,003
-31% -$269K 0.15% 68
2015
Q2 		$899K Sell
22,314
-10,512
-32% -$456K 0.27% 44
2015
Q1 		$1.42M Buy
32,826
+5,938
+22% +$257K 0.61% 23
2014
Q4 		$1.21M Sell
26,888
-7,752
-22% -$315K 0.58% 24
2014
Q3 		$1.33M Buy
34,640
+8,995
+35% +$364K 0.69% 20
2014
Q2 		$1.04M Sell
25,645
-625
-2% -$25.7K 0.56% 29
2014
Q1 		$1.07M Sell
26,270
-1,515
-5% -$57.7K 0.63% 27
2013
Q4 		$1.06M Sell
27,785
-3,400
-11% -$117K 0.64% 28
2013
Q3 		$1.03M Sell
31,185
-1,375
-4% -$44.6K 0.68% 30
2013
Q2 		$1M Buy
+32,560
New +$1.08M 0.7% 29

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

Moneta Group Investment Advisors's ORCL Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Oracle (ORCL) stake by 2.3% in Q1 2026, buying an estimated $151K and bringing the position to 41,092 shares worth $6.05M. The position accounts for 0.05% of the portfolio, ranked #149.

Moneta Group Investment Advisors first reported a position in ORCL in Q2 2013 and has held it in 44 quarters since. The position peaked at $11.7M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Moneta Group Investment Advisors held 41,092 shares of Oracle worth $6.05M as of Q1 2026.
  • Moneta Group Investment Advisors bought 930 Oracle shares in Q1 2026, an estimated $151K.
  • Oracle made up 0.05% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #149 holding.
  • Moneta Group Investment Advisors first reported a position in Oracle in Q2 2013 and has held it in 44 quarters since.
  • Moneta Group Investment Advisors's Oracle position peaked at $11.7M in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.