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Moran Wealth Management’s Oracle ORCL Stock Holding History

Moran 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 		$240K Sell
1,631
-542
-25% -$88.1K 0.01% 447
2025
Q4 		$424K Sell
2,173
-13,805
-86% -$3.29M 0.01% 414
2025
Q3 		$4.49M Buy
15,978
+1,609
+11% +$410K 0.14% 189
2025
Q2 		$3.14M Buy
14,369
+2,358
+20% +$381K 0.1% 248
2025
Q1 		$1.68M Sell
12,011
-340
-3% -$55.4K 0.06% 279
2024
Q4 		$2.06M Buy
12,351
+1,304
+12% +$232K 0.07% 255
2024
Q3 		$1.88M Buy
+11,047
New +$1.6M 0.06% 260

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

Moran Wealth Management's ORCL Position: Q1 2026 in Review

Moran Wealth Management reduced its Oracle (ORCL) stake by 25% in Q1 2026, selling an estimated $88.1K and leaving 1,631 shares worth $240K. The position accounts for 0.01% of the portfolio, ranked #447.

Moran Wealth Management first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $4.49M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Moran Wealth Management held 1,631 shares of Oracle worth $240K as of Q1 2026.
  • Moran Wealth Management sold 542 Oracle shares in Q1 2026, an estimated $88.1K.
  • Oracle made up 0.01% of Moran Wealth Management's portfolio in Q1 2026, its #447 holding.
  • Moran Wealth Management first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
  • Moran Wealth Management's Oracle position peaked at $4.49M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.