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
Q2 		$2.28M Sell
15,527
-177
-1% -$32.1K 0.11% 181
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Money Concepts Capital's ORCL Position: Q2 2026 in Review

Money Concepts Capital reduced its Oracle (ORCL) stake by 1.1% in Q2 2026, selling an estimated $32.1K and leaving 15,527 shares worth $2.28M. The position accounts for 0.11% of the portfolio, ranked #181.

Money Concepts Capital first reported a position in ORCL in Q4 2020 and has held it in 20 quarters since. The position peaked at $2.39M in Q4 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Money Concepts Capital held 15,527 shares of Oracle worth $2.28M as of Q2 2026.
  • Money Concepts Capital sold 177 Oracle shares in Q2 2026, an estimated $32.1K.
  • Oracle made up 0.11% of Money Concepts Capital's portfolio in Q2 2026, its #181 holding.
  • Money Concepts Capital first reported a position in Oracle in Q4 2020 and has held it in 20 quarters since.
  • Money Concepts Capital's Oracle position peaked at $2.39M in Q4 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.