MCC
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Money Concepts Capital’s Oracle ORCL Stock Holding History

Money Concepts Capital’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 		$2.31M Buy
15,704
+3,435
+28% +$558K 0.13% 164
2025
Q4 		$2.39M Buy
12,269
+9,477
+339% +$2.26M 0.13% 147
2025
Q3 		$785K Buy
2,792
+745
+36% +$190K 0.05% 272
2025
Q2 		$448K Buy
2,047
+429
+27% +$69.3K 0.03% 315
2025
Q1 		$226K Buy
1,618
+45
+3% +$7.33K 0.02% 390
2024
Q4 		$262K Sell
1,573
-220
-12% -$39.1K 0.02% 362
2024
Q3 		$305K Buy
1,793
+1
+0.1% +$145 0.02% 346
2024
Q2 		$253K Buy
1,792
+1
+0.1% +$124 0.02% 347
2024
Q1 		$225K Sell
1,791
-140
-7% -$16K 0.02% 361
2023
Q4 		$204K Buy
+1,931
New +$211K 0.02% 372
2023
Q3 		– Sell
-1,809
Closed -$215K – 371
2023
Q2 		$215K Sell
1,809
-1,191
-40% -$123K 0.02% 350
2023
Q1 		$279K Sell
3,000
-5,539
-65% -$486K 0.02% 365
2022
Q4 		$698K Buy
8,539
+6,385
+296% +$485K 0.03% 359
2022
Q3 		$132K Sell
2,154
-1,532
-42% -$112K 0.01% 512
2022
Q2 		$261K Sell
3,686
-3,925
-52% -$287K 0.02% 358
2022
Q1 		$630K Buy
7,611
+3,902
+105% +$316K 0.04% 391
2021
Q4 		$323K Buy
+3,709
New +$348K 0.03% 391
2021
Q1 		$181K Buy
2,580
+54
+2% +$3.5K 0.01% 473
2020
Q4 		$163K Buy
+2,526
New +$150K 0.02% 432

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

Money Concepts Capital's ORCL Position: Q1 2026 in Review

Money Concepts Capital increased its Oracle (ORCL) stake by 28% in Q1 2026, buying an estimated $558K and bringing the position to 15,704 shares worth $2.31M. The position accounts for 0.13% of the portfolio, ranked #164.

Money Concepts Capital first reported a position in ORCL in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.39M in Q4 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Money Concepts Capital held 15,704 shares of Oracle worth $2.31M as of Q1 2026.
  • Money Concepts Capital bought 3,435 Oracle shares in Q1 2026, an estimated $558K.
  • Oracle made up 0.13% of Money Concepts Capital's portfolio in Q1 2026, its #164 holding.
  • Money Concepts Capital first reported a position in Oracle in Q4 2020 and has held it in 19 quarters since.
  • Money Concepts Capital's Oracle position peaked at $2.39M in Q4 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.