Mendel Money Management’s Oracle ORCL Stock Holding History

Mendel Money 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	–	Sell	-1,184	Closed	-$231K	–	144
2025 Q4	$231K	Sell	1,184 -63	-5%	-$15K	0.1%	141
2025 Q3	$351K	Hold	1,247	–	–	0.15%	124
2025 Q2	$273K	Buy	+1,247	New	+$201K	0.12%	128
2024 Q1	–	Sell	-4,495	Closed	-$474K	–	132
2023 Q4	$474K	Hold	4,495	–	–	0.23%	86
2023 Q3	$476K	Buy	4,495 +72	+2%	+$8.33K	0.26%	79
2023 Q2	$527K	Hold	4,423	–	–	0.27%	73
2023 Q1	$411K	Hold	4,423	–	–	0.22%	85
2022 Q4	$362K	Hold	4,423	–	–	0.21%	91
2022 Q3	$270K	Hold	4,423	–	–	0.17%	101
2022 Q2	$309K	Hold	4,423	–	–	0.18%	92
2022 Q1	$366K	Hold	4,423	–	–	0.18%	98
2021 Q4	$386K	Hold	4,423	–	–	0.22%	56
2021 Q3	$385K	Hold	4,423	–	–	0.24%	55
2021 Q2	$344K	Sell	4,423 -25	-0.6%	-$1.96K	0.22%	54
2021 Q1	$312K	Hold	4,448	–	–	0.2%	54
2020 Q4	$288K	Hold	4,448	–	–	0.2%	52
2020 Q3	$266K	Hold	4,448	–	–	0.21%	53
2020 Q2	$246K	Buy	+4,448	New	+$236K	0.22%	50

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

Mendel Money Management's ORCL Position: Q1 2026 in Review

Mendel Money Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,184 shares — an estimated $231K sold.

Mendel Money Management first reported a position in ORCL in Q2 2020 and held it in 18 quarters. The position peaked at $527K in Q2 2023. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Mendel Money Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Mendel Money Management sold 1,184 Oracle shares in Q1 2026, an estimated $231K.
Mendel Money Management first reported a position in Oracle in Q2 2020 and held it in 18 quarters.
Mendel Money Management's Oracle position peaked at $527K in Q2 2023.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Mendel Money Management's 13F filing for Q1 2026, filed 4 May 2026.