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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
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 $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

MPS Loria Financial Planners's ORCL Position: Q1 2026 in Review

MPS Loria Financial Planners increased its Oracle (ORCL) stake by 0.23% in Q1 2026, buying an estimated $813 and bringing the position to 2,202 shares worth $324K. The position accounts for 0.09% of the portfolio, ranked #66.

MPS Loria Financial Planners first reported a position in ORCL in Q2 2017 and has held it in 25 quarters since. The position peaked at $617K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • MPS Loria Financial Planners held 2,202 shares of Oracle worth $324K as of Q1 2026.
  • MPS Loria Financial Planners bought 5 Oracle shares in Q1 2026, an estimated $813.
  • Oracle made up 0.09% of MPS Loria Financial Planners's portfolio in Q1 2026, its #66 holding.
  • MPS Loria Financial Planners first reported a position in Oracle in Q2 2017 and has held it in 25 quarters since.
  • MPS Loria Financial Planners's Oracle position peaked at $617K in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on MPS Loria Financial Planners's 13F filing for Q1 2026, filed 8 May 2026.