MMG
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Monetary Management Group’s Oracle ORCL Stock Holding History

Monetary Management Group’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 		$2.7M Sell
18,355
-180
-1% -$29.3K 0.64% 34
2025
Q4 		$3.61M Sell
18,535
-2,400
-11% -$571K 0.84% 21
2025
Q3 		$5.89M Sell
20,935
-860
-4% -$219K 1.35% 13
2025
Q2 		$4.77M Sell
21,795
-2,560
-11% -$413K 1.17% 14
2025
Q1 		$3.41M Buy
24,355
+2,070
+9% +$337K 0.92% 20
2024
Q4 		$3.71M Buy
22,285
+150
+0.7% +$26.6K 0.96% 18
2024
Q3 		$3.77M Buy
22,135
+4,325
+24% +$626K 0.97% 20
2024
Q2 		$2.51M Sell
17,810
-800
-4% -$99.3K 0.66% 31
2024
Q1 		$2.34M Buy
18,610
+275
+1% +$31.5K 0.65% 35
2023
Q4 		$1.93M Sell
18,335
-5,080
-22% -$554K 0.6% 39
2023
Q3 		$2.48M Sell
23,415
-7,070
-23% -$818K 0.83% 29
2023
Q2 		$3.63M Sell
30,485
-5,000
-14% -$517K 1.11% 16
2023
Q1 		$3.3M Sell
35,485
-100
-0.3% -$8.77K 0.97% 23
2022
Q4 		$2.91M Sell
35,585
-200
-0.6% -$15.2K 0.91% 30
2022
Q3 		$2.19M Hold
35,785
– – 0.72% 36
2022
Q2 		$2.5M Buy
35,785
+18,900
+112% +$1.38M 0.78% 33
2022
Q1 		$1.4M Hold
16,885
– – 0.37% 67
2021
Q4 		$1.47M Sell
16,885
-250
-1% -$23.5K 0.36% 64
2021
Q3 		$1.49M Buy
17,135
+925
+6% +$81.7K 0.41% 63
2021
Q2 		$1.26M Buy
16,210
+300
+2% +$23.5K 0.38% 62
2021
Q1 		$1.12M Buy
15,910
+1,250
+9% +$80.9K 0.35% 74
2020
Q4 		$948K Buy
14,660
+500
+4% +$29.8K 0.31% 77
2020
Q3 		$845K Buy
14,160
+125
+0.9% +$7.1K 0.3% 78
2020
Q2 		$776K Buy
14,035
+3,375
+32% +$179K 0.29% 79
2020
Q1 		$515K Buy
10,660
+1,250
+13% +$64.5K 0.23% 92
2019
Q4 		$499K Hold
9,410
– – 0.18% 117
2019
Q3 		$518K Buy
9,410
+1,500
+19% +$82.9K 0.2% 111
2019
Q2 		$451K Hold
7,910
– – 0.17% 116
2019
Q1 		$425K Hold
7,910
– – 0.17% 115
2018
Q4 		$357K Sell
7,910
-300
-4% -$14.4K 0.16% 115
2018
Q3 		$423K Sell
8,210
-26,075
-76% -$1.27M 0.16% 113
2018
Q2 		$1.51M Sell
34,285
-25,450
-43% -$1.17M 0.62% 42
2018
Q1 		$2.73M Sell
59,735
-400
-0.7% -$19.9K 1.13% 29
2017
Q4 		$2.84M Sell
60,135
-15,025
-20% -$737K 1.15% 30
2017
Q3 		$3.63M Buy
75,160
+1,900
+3% +$94.5K 1.53% 20
2017
Q2 		$3.67M Hold
73,260
– – 1.5% 20
2017
Q1 		$3.27M Buy
73,260
+22,500
+44% +$937K 1.42% 21
2016
Q4 		$1.95M Buy
50,760
+450
+0.9% +$17.6K 0.9% 42
2016
Q3 		$1.98M Hold
50,310
– – 0.91% 44
2016
Q2 		$2.06M Hold
50,310
– – 0.96% 43
2016
Q1 		$2.06M Hold
50,310
– – 1% 34
2015
Q4 		$1.84M Sell
50,310
-200
-0.4% -$7.64K 0.88% 40
2015
Q3 		$1.82M Sell
50,510
-2,200
-4% -$84.6K 0.91% 41
2015
Q2 		$2.12M Sell
52,710
-250
-0.5% -$10.8K 0.96% 34
2015
Q1 		$2.29M Sell
52,960
-7,600
-13% -$329K 1.01% 33
2014
Q4 		$2.72M Sell
60,560
-2,340
-4% -$95.2K 1.21% 24
2014
Q3 		$2.41M Sell
62,900
-450
-0.7% -$18.2K 1.12% 27
2014
Q2 		$2.57M Buy
63,350
+700
+1% +$28.8K 1.2% 23
2014
Q1 		$2.56M Sell
62,650
-8,200
-12% -$312K 1.19% 27
2013
Q4 		$2.71M Buy
70,850
+1,000
+1% +$34.4K 1.26% 24
2013
Q3 		$2.32M Sell
69,850
-15,200
-18% -$493K 1.22% 28
2013
Q2 		$2.61M Buy
+85,050
New +$2.82M 1.43% 17

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

Monetary Management Group's ORCL Position: Q1 2026 in Review

Monetary Management Group reduced its Oracle (ORCL) stake by 0.97% in Q1 2026, selling an estimated $29.3K and leaving 18,355 shares worth $2.7M. The position accounts for 0.64% of the portfolio, ranked #34.

Monetary Management Group first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.89M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Monetary Management Group held 18,355 shares of Oracle worth $2.7M as of Q1 2026.
  • Monetary Management Group sold 180 Oracle shares in Q1 2026, an estimated $29.3K.
  • Oracle made up 0.64% of Monetary Management Group's portfolio in Q1 2026, its #34 holding.
  • Monetary Management Group first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Monetary Management Group's Oracle position peaked at $5.89M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.