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Mills Wealth Advisors’s Oracle ORCL Stock Holding History

Mills Wealth 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 		– Sell
-1,144
Closed -$223K – 83
2025
Q4 		$223K Sell
1,144
-119
-9% -$28.3K 0.09% 67
2025
Q3 		$355K Sell
1,263
-72
-5% -$18.3K 0.14% 53
2025
Q2 		$292K Buy
+1,335
New +$216K 0.13% 53
2025
Q1 		– Sell
-1,335
Closed -$222K – 71
2024
Q4 		$222K Sell
1,335
-14
-1% -$2.49K 0.13% 56
2024
Q3 		$230K Sell
1,349
-265
-16% -$38.4K 0.16% 51
2024
Q2 		$228K Sell
1,614
-99
-6% -$12.3K 0.16% 45
2024
Q1 		$215K Sell
1,713
-207
-11% -$23.7K 0.16% 50
2023
Q4 		$202K Hold
1,920
– – 0.15% 49
2023
Q3 		$203K Sell
1,920
-32
-2% -$3.7K 0.16% 44
2023
Q2 		$232K Buy
+1,952
New +$202K 0.18% 40

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

Mills Wealth Advisors's ORCL Position: Q1 2026 in Review

Mills Wealth Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,144 shares — an estimated $223K sold.

Mills Wealth Advisors first reported a position in ORCL in Q2 2023 and held it in 10 quarters. The position peaked at $355K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Mills Wealth Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Mills Wealth Advisors sold 1,144 Oracle shares in Q1 2026, an estimated $223K.
  • Mills Wealth Advisors first reported a position in Oracle in Q2 2023 and held it in 10 quarters.
  • Mills Wealth Advisors's Oracle position peaked at $355K in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Mills Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.