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Mezzasalma Advisors’s Oracle ORCL Stock Holding History

Mezzasalma Advisors’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 		$534K Buy
3,629
+288
+9% +$46.8K 0.14% 92
2025
Q4 		$654K Sell
3,341
-38
-1% -$9.05K 0.16% 83
2025
Q3 		$950K Sell
3,379
-64
-2% -$16.3K 0.24% 62
2025
Q2 		$753K Sell
3,443
-35
-1% -$5.65K 0.23% 63
2025
Q1 		$486K Sell
3,478
-136
-4% -$22.1K 0.17% 79
2024
Q4 		$602K Buy
3,614
+686
+23% +$122K 0.19% 62
2024
Q3 		$499K Buy
2,928
+161
+6% +$23.3K 0.2% 51
2024
Q2 		$391K Buy
2,767
+665
+32% +$82.6K 0.17% 50
2024
Q1 		$264K Buy
+2,102
New +$241K 0.12% 85

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

Mezzasalma Advisors's ORCL Position: Q1 2026 in Review

Mezzasalma Advisors increased its Oracle (ORCL) stake by 8.6% in Q1 2026, buying an estimated $46.8K and bringing the position to 3,629 shares worth $534K. The position accounts for 0.14% of the portfolio, ranked #92.

Mezzasalma Advisors first reported a position in ORCL in Q1 2024 and has held it in 9 quarters since. The position peaked at $950K in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Mezzasalma Advisors held 3,629 shares of Oracle worth $534K as of Q1 2026.
  • Mezzasalma Advisors bought 288 Oracle shares in Q1 2026, an estimated $46.8K.
  • Oracle made up 0.14% of Mezzasalma Advisors's portfolio in Q1 2026, its #92 holding.
  • Mezzasalma Advisors first reported a position in Oracle in Q1 2024 and has held it in 9 quarters since.
  • Mezzasalma Advisors's Oracle position peaked at $950K in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Mezzasalma Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.