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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
Q2 		$444K Buy
3,033
+1,402
+86% +$254K 0.01% 429
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 $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

Moran Wealth Management's ORCL Position: Q2 2026 in Review

Moran Wealth Management increased its Oracle (ORCL) stake by 86% in Q2 2026, buying an estimated $254K and bringing the position to 3,033 shares worth $444K. The position accounts for 0.01% of the portfolio, ranked #429.

Moran Wealth Management first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.49M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Moran Wealth Management held 3,033 shares of Oracle worth $444K as of Q2 2026.
  • Moran Wealth Management bought 1,402 Oracle shares in Q2 2026, an estimated $254K.
  • Oracle made up 0.01% of Moran Wealth Management's portfolio in Q2 2026, its #429 holding.
  • Moran Wealth Management first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
  • Moran Wealth Management's Oracle position peaked at $4.49M in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.