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Mindset Wealth Management’s Oracle ORCL Stock Holding History

Mindset Wealth 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 		$917K Sell
6,234
-268
-4% -$43.6K 0.25% 50
2025
Q4 		$1.27M Buy
6,502
+102
+2% +$24.3K 0.33% 31
2025
Q3 		$1.8M Sell
6,400
-682
-10% -$174K 0.49% 17
2025
Q2 		$1.55M Buy
7,082
+238
+3% +$38.4K 0.51% 16
2025
Q1 		$957K Buy
6,844
+639
+10% +$104K 0.37% 26
2024
Q4 		$1.03M Buy
6,205
+35
+0.6% +$6.22K 0.38% 19
2024
Q3 		$1.05M Buy
+6,170
New +$894K 0.43% 17

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

Mindset Wealth Management's ORCL Position: Q1 2026 in Review

Mindset Wealth Management reduced its Oracle (ORCL) stake by 4.1% in Q1 2026, selling an estimated $43.6K and leaving 6,234 shares worth $917K. The position accounts for 0.25% of the portfolio, ranked #50.

Mindset Wealth Management first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.8M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Mindset Wealth Management held 6,234 shares of Oracle worth $917K as of Q1 2026.
  • Mindset Wealth Management sold 268 Oracle shares in Q1 2026, an estimated $43.6K.
  • Oracle made up 0.25% of Mindset Wealth Management's portfolio in Q1 2026, its #50 holding.
  • Mindset Wealth Management first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
  • Mindset Wealth Management's Oracle position peaked at $1.8M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Mindset Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.