Mattson Financial Services’s Oracle ORCL Stock Holding History

Mattson Financial Services’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 Q4	–	Sell	-4,334	Closed	-$1.22M	–	196
2025 Q3	$1.22M	Sell	4,334 -1,395	-24%	-$355K	0.29%	94
2025 Q2	$1.25M	Buy	5,729 +2	+0%	+$323	0.34%	91
2025 Q1	$801K	Sell	5,727 -478	-8%	-$77.8K	0.24%	119
2024 Q4	$1.06M	Sell	6,205 -3,664	-37%	-$651K	0.34%	90
2024 Q3	$1.39M	Sell	9,869 -68	-0.7%	-$9.85K	0.5%	71
2024 Q2	$1.4M	Buy	+9,937	New	+$1.23M	0.5%	71

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mattson Financial Services's ORCL Position: Q4 2025 in Review

Mattson Financial Services sold out of Oracle (ORCL) in Q4 2025, closing a stake of 4,334 shares — an estimated $1.22M sold.

Mattson Financial Services first reported a position in ORCL in Q2 2024 and held it in 6 quarters. The position peaked at $1.4M in Q2 2024. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Mattson Financial Services reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Mattson Financial Services sold 4,334 Oracle shares in Q4 2025, an estimated $1.22M.
Mattson Financial Services first reported a position in Oracle in Q2 2024 and held it in 6 quarters.
Mattson Financial Services's Oracle position peaked at $1.4M in Q2 2024.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Mattson Financial Services's 13F filing for Q4 2025, filed 12 Feb 2026.