MAS
ORCL icon

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
Q2 		$20.6K Buy
141
+56
+66% +$10.1K 0.01% 279
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 $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

MPWM Advisory Solutions's ORCL Position: Q2 2026 in Review

MPWM Advisory Solutions increased its Oracle (ORCL) stake by 66% in Q2 2026, buying an estimated $10.1K and bringing the position to 141 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #279.

MPWM Advisory Solutions first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.7K in Q1 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • MPWM Advisory Solutions held 141 shares of Oracle worth $20.6K as of Q2 2026.
  • MPWM Advisory Solutions bought 56 Oracle shares in Q2 2026, an estimated $10.1K.
  • Oracle made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #279 holding.
  • MPWM Advisory Solutions first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • MPWM Advisory Solutions's Oracle position peaked at $41.7K in Q1 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.