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MTM Investment Management’s Oracle ORCL Stock Holding History

MTM Investment 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 		$152K Hold
1,037
– – 0.04% 240
2026
Q1 		$153K Hold
1,037
– – 0.05% 223
2025
Q4 		$202K Hold
1,037
– – 0.06% 199
2025
Q3 		$292K Sell
1,037
-656
-39% -$167K 0.09% 173
2025
Q2 		$370K Hold
1,693
– – 0.12% 146
2025
Q1 		$240K Hold
1,693
– – 0.09% 181
2024
Q4 		$282K Hold
1,693
– – 0.11% 159
2024
Q3 		$289K Hold
1,693
– – 0.11% 154
2024
Q2 		$239K Sell
1,693
-50
-3% -$6.21K 0.1% 166
2024
Q1 		$219K Buy
+1,743
New +$199K 0.09% 178

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

MTM Investment Management's ORCL Position: Q2 2026 in Review

MTM Investment Management held its Oracle (ORCL) position steady in Q2 2026 at 1,037 shares worth $152K. The position accounts for 0.04% of the portfolio, ranked #240.

MTM Investment Management first reported a position in ORCL in Q1 2024 and has held it in 10 quarters since. The position peaked at $370K in Q2 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • MTM Investment Management held 1,037 shares of Oracle worth $152K as of Q2 2026.
  • MTM Investment Management left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.04% of MTM Investment Management's portfolio in Q2 2026, its #240 holding.
  • MTM Investment Management first reported a position in Oracle in Q1 2024 and has held it in 10 quarters since.
  • MTM Investment Management's Oracle position peaked at $370K in Q2 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.