Richards, Merrill & Peterson’s Oracle ORCL Stock Holding History

Richards, Merrill & Peterson’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	$1.28M	Buy	8,719 +188	+2%	+$34.1K	0.41%	60
2026 Q1	$1.25M	Buy	8,531 +817	+11%	+$133K	0.46%	57
2025 Q4	$1.5M	Buy	7,714 +387	+5%	+$92.1K	0.58%	44
2025 Q3	$2.06M	Buy	7,327 +49	+0.7%	+$12.5K	0.89%	26
2025 Q2	$1.59M	Buy	7,278 +1,124	+18%	+$182K	0.76%	32
2025 Q1	$860K	Buy	6,154 +30	+0.5%	+$4.88K	0.45%	63
2024 Q4	$1.02M	Buy	+6,124	New	+$1.09M	0.53%	50

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Richards, Merrill & Peterson's ORCL Position: Q2 2026 in Review

Richards, Merrill & Peterson increased its Oracle (ORCL) stake by 2.2% in Q2 2026, buying an estimated $34.1K and bringing the position to 8,719 shares worth $1.28M. The position accounts for 0.41% of the portfolio, ranked #60.

Richards, Merrill & Peterson first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.06M in Q3 2025. 3,531 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Richards, Merrill & Peterson held 8,719 shares of Oracle worth $1.28M as of Q2 2026.
Richards, Merrill & Peterson bought 188 Oracle shares in Q2 2026, an estimated $34.1K.
Oracle made up 0.41% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #60 holding.
Richards, Merrill & Peterson first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
Richards, Merrill & Peterson's Oracle position peaked at $2.06M in Q3 2025.
3,531 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.