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MPS Loria Financial Planners’s Oracle ORCL Stock Holding History

MPS Loria Financial Planners’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 		$323K Buy
2,206
+4
+0.2% +$725 0.07% 71
2026
Q1 		$324K Buy
2,202
+5
+0.2% +$813 0.09% 66
2025
Q4 		$428K Buy
2,197
+3
+0.1% +$714 0.11% 54
2025
Q3 		$617K Buy
2,194
+3
+0.1% +$764 0.16% 37
2025
Q2 		$479K Sell
2,191
-93
-4% -$15K 0.14% 46
2025
Q1 		$319K Buy
2,284
+3
+0.1% +$488 0.09% 59
2024
Q4 		$380K Buy
2,281
+3
+0.1% +$533 0.11% 50
2024
Q3 		$388K Buy
2,278
+5
+0.2% +$724 0.12% 52
2024
Q2 		$321K Buy
2,273
+5
+0.2% +$621 0.1% 60
2024
Q1 		$285K Buy
2,268
+5
+0.2% +$572 0.1% 65
2023
Q4 		$239K Buy
2,263
+6
+0.3% +$655 0.08% 76
2023
Q3 		$239K Buy
2,257
+5
+0.2% +$579 0.09% 70
2023
Q2 		$268K Buy
2,252
+6
+0.3% +$620 0.1% 66
2023
Q1 		$209K Buy
+2,246
New +$197K 0.08% 71
2022
Q3 		– Sell
-6,515
Closed -$455K – 73
2022
Q2 		$455K Buy
6,515
+3,094
+90% +$226K 0.21% 41
2022
Q1 		$283K Buy
3,421
+6
+0.2% +$486 0.12% 62
2021
Q4 		$297K Buy
3,415
+105
+3% +$9.86K 0.12% 62
2021
Q3 		$288K Buy
3,310
+5
+0.2% +$442 0.13% 61
2021
Q2 		$257K Buy
3,305
+507
+18% +$39.7K 0.12% 68
2021
Q1 		$196K Buy
2,798
+6
+0.2% +$388 0.09% 81
2020
Q4 		$178K Buy
2,792
+245
+10% +$14.6K 0.08% 80
2020
Q3 		$152K Buy
2,547
+7
+0.3% +$398 0.08% 76
2020
Q2 		$140K Buy
+2,540
New +$135K 0.08% 84
2019
Q3 		– Sell
-3,656
Closed -$208K – 71
2019
Q2 		$208K Sell
3,656
-100
-3% -$5.41K 0.13% 68
2019
Q1 		$202K Buy
+3,756
New +$191K 0.13% 70
2017
Q3 		– Sell
-3,693
Closed -$180K – 262
2017
Q2 		$180K Buy
+3,693
New +$168K 0.12% 76

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 $3.37T AUM 44.26% 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

MPS Loria Financial Planners's ORCL Position: Q2 2026 in Review

MPS Loria Financial Planners increased its Oracle (ORCL) stake by 0.18% in Q2 2026, buying an estimated $725 and bringing the position to 2,206 shares worth $323K. The position accounts for 0.07% of the portfolio, ranked #71.

MPS Loria Financial Planners first reported a position in ORCL in Q2 2017 and has held it in 26 quarters since. The position peaked at $617K in Q3 2025. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • MPS Loria Financial Planners held 2,206 shares of Oracle worth $323K as of Q2 2026.
  • MPS Loria Financial Planners bought 4 Oracle shares in Q2 2026, an estimated $725.
  • Oracle made up 0.07% of MPS Loria Financial Planners's portfolio in Q2 2026, its #71 holding.
  • MPS Loria Financial Planners first reported a position in Oracle in Q2 2017 and has held it in 26 quarters since.
  • MPS Loria Financial Planners's Oracle position peaked at $617K in Q3 2025.
  • 3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on MPS Loria Financial Planners's 13F filing for Q2 2026, filed 30 Jul 2026.