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 Q3	$1.08M	Sell	7,833 -514	-6%	-$72.5K	0.19%	54
2026 Q2	$1.22M	Buy	8,347 +2,113	+34%	+$383K	0.24%	52
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

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Caledonia Investments plc (UK) London England, United Kingdom $890M AUM 1.23% 1-Year Est. Return

Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return

Mindset Wealth Management's ORCL Position: Q3 2026 in Review

Mindset Wealth Management reduced its Oracle (ORCL) stake by 6.2% in Q3 2026, selling an estimated $72.5K and leaving 7,833 shares worth $1.08M. The position accounts for 0.19% of the portfolio, ranked #54.

Mindset Wealth Management first reported a position in ORCL in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.8M in Q3 2025. 678 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Mindset Wealth Management held 7,833 shares of Oracle worth $1.08M as of Q3 2026.
Mindset Wealth Management sold 514 Oracle shares in Q3 2026, an estimated $72.5K.
Oracle made up 0.19% of Mindset Wealth Management's portfolio in Q3 2026, its #54 holding.
Mindset Wealth Management first reported a position in Oracle in Q3 2024 and has held it in 9 quarters since.
Mindset Wealth Management's Oracle position peaked at $1.8M in Q3 2025.
678 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Mindset Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.