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MPWM Advisory Solutions’s Oracle ORCL Stock Holding History

MPWM Advisory Solutions’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 		$12.4K Sell
85
-17
-17% -$2.76K 0.01% 319
2025
Q4 		$20K Sell
102
-13
-11% -$3.1K 0.01% 252
2025
Q3 		$32.4K Buy
115
+50
+77% +$12.7K 0.02% 202
2025
Q2 		$14.3K Sell
65
-233
-78% -$37.6K 0.01% 272
2025
Q1 		$41.7K Buy
298
+85
+40% +$13.8K 0.03% 162
2024
Q4 		$35.5K Buy
+213
New +$37.8K 0.03% 188

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

MPWM Advisory Solutions's ORCL Position: Q1 2026 in Review

MPWM Advisory Solutions reduced its Oracle (ORCL) stake by 17% in Q1 2026, selling an estimated $2.76K and leaving 85 shares worth $12.4K. The position accounts for 0.01% of the portfolio, ranked #319.

MPWM Advisory Solutions first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $41.7K in Q1 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • MPWM Advisory Solutions held 85 shares of Oracle worth $12.4K as of Q1 2026.
  • MPWM Advisory Solutions sold 17 Oracle shares in Q1 2026, an estimated $2.76K.
  • Oracle made up 0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #319 holding.
  • MPWM Advisory Solutions first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • MPWM Advisory Solutions's Oracle position peaked at $41.7K in Q1 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.