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Mason & Associates (California)’s Oracle ORCL Stock Holding History

Mason & Associates (California)’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 		– Sell
-3,154
Closed -$615K – 170
2025
Q4 		$615K Buy
3,154
+394
+14% +$93.8K 0.12% 94
2025
Q3 		$776K Buy
2,760
+106
+4% +$27K 0.16% 60
2025
Q2 		$580K Buy
2,654
+100
+4% +$16.1K 0.13% 71
2025
Q1 		$357K Buy
+2,554
New +$416K 0.09% 82

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

Mason & Associates (California)'s ORCL Position: Q1 2026 in Review

Mason & Associates (California) sold out of Oracle (ORCL) in Q1 2026, closing a stake of 3,154 shares — an estimated $615K sold.

Mason & Associates (California) first reported a position in ORCL in Q1 2025 and held it in 4 quarters. The position peaked at $776K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Mason & Associates (California) reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Mason & Associates (California) sold 3,154 Oracle shares in Q1 2026, an estimated $615K.
  • Mason & Associates (California) first reported a position in Oracle in Q1 2025 and held it in 4 quarters.
  • Mason & Associates (California)'s Oracle position peaked at $776K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Mason & Associates (California)'s 13F filing for Q1 2026, filed 30 Apr 2026.