MV Capital Management’s Oracle ORCL Stock Holding History

MV Capital 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 Q1	$417K	Sell	2,837 -155	-5%	-$25.2K	0.04%	131
2025 Q4	$583K	Sell	2,992 -469	-14%	-$112K	0.06%	109
2025 Q3	$973K	Buy	3,461 +13	+0.4%	+$3.31K	0.09%	96
2025 Q2	$754K	Sell	3,448 -10	-0.3%	-$1.61K	0.08%	105
2025 Q1	$483K	Sell	3,458 -4	-0.1%	-$651	0.05%	119
2024 Q4	$577K	Sell	3,462 -9	-0.3%	-$1.6K	0.06%	109
2024 Q3	$591K	Buy	3,471 +1,566	+82%	+$227K	0.06%	109
2024 Q2	$269K	Buy	1,905 +30	+2%	+$3.73K	0.03%	147
2024 Q1	$236K	Sell	1,875 -6	-0.3%	-$687	0.03%	158
2023 Q4	$198K	Sell	1,881 -1,211	-39%	-$132K	0.03%	161
2023 Q3	$328K	Buy	3,092 +57	+2%	+$6.6K	0.04%	128
2023 Q2	$361K	Sell	3,035 -542	-15%	-$56K	0.05%	119
2023 Q1	$332K	Buy	3,577 +723	+25%	+$63.4K	0.05%	125
2022 Q4	$233K	Sell	2,854 -123	-4%	-$9.35K	0.04%	122
2022 Q3	$182K	Buy	2,977 +230	+8%	+$16.8K	0.03%	129
2022 Q2	$192K	Sell	2,747 -19	-0.7%	-$1.39K	0.03%	131
2022 Q1	$229K	Buy	2,766 +473	+21%	+$38.3K	0.03%	135
2021 Q4	$200K	Sell	2,293 -39	-2%	-$3.66K	0.03%	135
2021 Q3	$203K	Buy	2,332 +1,474	+172%	+$130K	0.03%	129
2021 Q2	$67K	Buy	858 +368	+75%	+$28.8K	0.01%	177
2021 Q1	$34K	Buy	490 +39	+9%	+$2.52K	0.01%	189
2020 Q4	$29K	Hold	451	–	–	0.01%	188
2020 Q3	$27K	Hold	451	–	–	0.01%	176
2020 Q2	$25K	Sell	451 -397	-47%	-$21K	0.01%	188
2020 Q1	$41K	Sell	848 -31	-4%	-$1.6K	0.01%	157
2019 Q4	$47K	Sell	879 -30	-3%	-$1.65K	0.01%	161
2019 Q3	$50K	Buy	909 +86	+10%	+$4.75K	0.01%	161
2019 Q2	$47K	Sell	823 -232	-22%	-$12.6K	0.01%	157
2019 Q1	$57K	Sell	1,055 -520	-33%	-$26.5K	0.01%	146
2018 Q4	$71K	Buy	1,575 +52	+3%	+$2.49K	0.02%	148
2018 Q3	$79K	Hold	1,523	–	–	0.02%	144
2018 Q2	$67K	Hold	1,523	–	–	0.02%	153
2018 Q1	$70K	Hold	1,523	–	–	0.02%	149
2017 Q4	$72K	Hold	1,523	–	–	0.02%	151
2017 Q3	$74K	Hold	1,523	–	–	0.02%	148
2017 Q2	$76K	Hold	1,523	–	–	0.02%	145
2017 Q1	$68K	Hold	1,523	–	–	0.02%	147
2016 Q4	$59K	Buy	1,523 +250	+20%	+$9.78K	0.02%	148
2016 Q3	$50K	Hold	1,273	–	–	0.02%	149
2016 Q2	$52K	Hold	1,273	–	–	0.02%	152
2016 Q1	$52K	Hold	1,273	–	–	0.02%	147
2015 Q4	$46K	Hold	1,273	–	–	0.02%	164
2015 Q3	$46K	Hold	1,273	–	–	0.02%	149
2015 Q2	$51K	Buy	1,273 +673	+112%	+$29.2K	0.02%	173
2015 Q1	$26K	Sell	600 -71	-11%	-$3.08K	0.01%	209
2014 Q4	$30K	Buy	+671	New	+$27.3K	0.01%	200

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MV Capital Management's ORCL Position: Q1 2026 in Review

MV Capital Management reduced its Oracle (ORCL) stake by 5.2% in Q1 2026, selling an estimated $25.2K and leaving 2,837 shares worth $417K. The position accounts for 0.04% of the portfolio, ranked #131.

MV Capital Management first reported a position in ORCL in Q4 2014 and has held it in 46 quarters since. The position peaked at $973K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

MV Capital Management held 2,837 shares of Oracle worth $417K as of Q1 2026.
MV Capital Management sold 155 Oracle shares in Q1 2026, an estimated $25.2K.
Oracle made up 0.04% of MV Capital Management's portfolio in Q1 2026, its #131 holding.
MV Capital Management first reported a position in Oracle in Q4 2014 and has held it in 46 quarters since.
MV Capital Management's Oracle position peaked at $973K in Q3 2025.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on MV Capital Management's 13F filing for Q1 2026, filed 30 Apr 2026.