MAM
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Mark Asset Management’s Oracle ORCL Stock Holding History

Mark Asset 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
2025
Q1 		– Sell
-30,000
Closed -$5M – 57
2024
Q4 		$5M Hold
30,000
– – 0.54% 37
2024
Q3 		$5.11M Buy
+30,000
New +$4.35M 0.47% 35

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

Mark Asset Management's ORCL Position: Q1 2026 in Review

Mark Asset Management reduced its Oracle (ORCL) stake by 56% in Q1 2026, selling an estimated $12.7M and leaving 62,223 shares worth $9.15M. The position accounts for 0.83% of the portfolio, ranked #22.

Mark Asset Management first reported a position in ORCL in Q3 2013 and has held it in 9 quarters since. The position peaked at $35.1M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Mark Asset Management held 62,223 shares of Oracle worth $9.15M as of Q1 2026.
  • Mark Asset Management sold 78,293 Oracle shares in Q1 2026, an estimated $12.7M.
  • Oracle made up 0.83% of Mark Asset Management's portfolio in Q1 2026, its #22 holding.
  • Mark Asset Management first reported a position in Oracle in Q3 2013 and has held it in 9 quarters since.
  • Mark Asset Management's Oracle position peaked at $35.1M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Mark Asset Management's 13F filing for Q1 2026, filed 15 May 2026.