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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mindset Wealth Management's ORCL Position: Q2 2026 in Review

Mindset Wealth Management increased its Oracle (ORCL) stake by 34% in Q2 2026, buying an estimated $383K and bringing the position to 8,347 shares worth $1.22M. The position accounts for 0.24% of the portfolio, ranked #52.

Mindset Wealth Management first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.8M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Mindset Wealth Management held 8,347 shares of Oracle worth $1.22M as of Q2 2026.
  • Mindset Wealth Management bought 2,113 Oracle shares in Q2 2026, an estimated $383K.
  • Oracle made up 0.24% of Mindset Wealth Management's portfolio in Q2 2026, its #52 holding.
  • Mindset Wealth Management first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
  • Mindset Wealth Management's Oracle position peaked at $1.8M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Mindset Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.