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Montz Harcus Wealth Management’s Oracle ORCL Stock Holding History

Montz Harcus Wealth Management’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 		– Sell
-1,325
Closed -$258K – 96
2025
Q4 		$258K Buy
1,325
+389
+42% +$92.6K 0.1% 75
2025
Q3 		$263K Buy
936
+5
+0.5% +$1.27K 0.11% 72
2025
Q2 		$204K Buy
+931
New +$150K 0.1% 83

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

Montz Harcus Wealth Management's ORCL Position: Q1 2026 in Review

Montz Harcus Wealth Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,325 shares — an estimated $258K sold.

Montz Harcus Wealth Management first reported a position in ORCL in Q2 2025 and held it in 3 quarters. The position peaked at $263K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Montz Harcus Wealth Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Montz Harcus Wealth Management sold 1,325 Oracle shares in Q1 2026, an estimated $258K.
  • Montz Harcus Wealth Management first reported a position in Oracle in Q2 2025 and held it in 3 quarters.
  • Montz Harcus Wealth Management's Oracle position peaked at $263K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Montz Harcus Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.