Mission Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.5M | Buy |
78,208
+11,431
| +17% | +$1.86M | 0.24% | 64 |
|
|
2025
Q4 | $13M | Sell |
66,777
-7,679
| -10% | -$1.83M | 0.26% | 58 |
|
|
2025
Q3 | $20.9M | Buy |
74,456
+25,828
| +53% | +$6.58M | 0.42% | 41 |
|
|
2025
Q2 | $10.6M | Sell |
48,628
-5,662
| -10% | -$914K | 0.23% | 59 |
|
|
2025
Q1 | $7.59M | Sell |
54,290
-13,907
| -20% | -$2.26M | 0.19% | 74 |
|
|
2024
Q4 | $11.4M | Buy |
68,197
+8,115
| +14% | +$1.44M | 0.26% | 53 |
|
|
2024
Q3 | $10.2M | Sell |
60,082
-15,165
| -20% | -$2.2M | 0.25% | 56 |
|
|
2024
Q2 | $10.6M | Buy |
75,247
+1,094
| +1% | +$136K | 0.28% | 52 |
|
|
2024
Q1 | $9.31M | Sell |
74,153
-5,260
| -7% | -$602K | 0.25% | 60 |
|
|
2023
Q4 | $8.37M | Buy |
79,413
+7,121
| +10% | +$777K | 0.27% | 50 |
|
|
2023
Q3 | $7.66M | Buy |
72,292
+43,349
| +150% | +$5.02M | 0.29% | 50 |
|
|
2023
Q2 | $3.45M | Sell |
28,943
-371
| -1% | -$38.4K | 0.13% | 86 |
|
|
2023
Q1 | $2.72M | Sell |
29,314
-915
| -3% | -$80.2K | 0.11% | 105 |
|
|
2022
Q4 | $2.47M | Buy |
30,229
+1,184
| +4% | +$90K | 0.12% | 108 |
|
|
2022
Q3 | $1.77M | Buy |
29,045
+7,720
| +36% | +$565K | 0.09% | 124 |
|
|
2022
Q2 | $1.49M | Buy |
21,325
+1,915
| +10% | +$140K | 0.08% | 140 |
|
|
2022
Q1 | $1.61M | Sell |
19,410
-465
| -2% | -$37.7K | 0.07% | 132 |
|
|
2021
Q4 | $1.73M | Buy |
19,875
+323
| +2% | +$30.3K | 0.08% | 128 |
|
|
2021
Q3 | $1.7M | Sell |
19,552
-3,201
| -14% | -$283K | 0.09% | 119 |
|
|
2021
Q2 | $1.77M | Sell |
22,753
-97
| -0.4% | -$7.59K | 0.09% | 110 |
|
|
2021
Q1 | $1.6M | Buy |
22,850
+1,922
| +9% | +$124K | 0.09% | 103 |
|
|
2020
Q4 | $1.35M | Buy |
20,928
+693
| +3% | +$41.3K | 0.08% | 113 |
|
|
2020
Q3 | $1.21M | Buy |
20,235
+2,384
| +13% | +$135K | 0.09% | 103 |
|
|
2020
Q2 | $987K | Buy |
17,851
+2,792
| +19% | +$148K | 0.09% | 111 |
|
|
2020
Q1 | $728K | Sell |
15,059
-1,294
| -8% | -$66.8K | 0.08% | 116 |
|
|
2019
Q4 | $866K | Buy |
16,353
+1,377
| +9% | +$75.8K | 0.08% | 127 |
|
|
2019
Q3 | $824K | Sell |
14,976
-1,190
| -7% | -$65.7K | 0.09% | 121 |
|
|
2019
Q2 | $921K | Buy |
16,166
+1,972
| +14% | +$107K | 0.1% | 105 |
|
|
2019
Q1 | $762K | Buy |
14,194
+610
| +4% | +$31.1K | 0.09% | 117 |
|
|
2018
Q4 | $613K | Buy |
13,584
+303
| +2% | +$14.5K | 0.08% | 125 |
|
|
2018
Q3 | $685K | Buy |
13,281
+1,245
| +10% | +$60.5K | 0.09% | 122 |
|
|
2018
Q2 | $530K | Buy |
12,036
+3,690
| +44% | +$170K | 0.08% | 131 |
|
|
2018
Q1 | $382K | Buy |
8,346
+101
| +1% | +$5.02K | 0.06% | 142 |
|
|
2017
Q4 | $390K | Sell |
8,245
-384
| -4% | -$18.8K | 0.07% | 124 |
|
|
2017
Q3 | $417K | Sell |
8,629
-1,916
| -18% | -$95.3K | 0.08% | 115 |
|
|
2017
Q2 | $529K | Buy |
10,545
+400
| +4% | +$18.2K | 0.1% | 95 |
|
|
2017
Q1 | $453K | Sell |
10,145
-1,280
| -11% | -$53.3K | 0.09% | 103 |
|
|
2016
Q4 | $439K | Buy |
11,425
+2,503
| +28% | +$97.9K | 0.09% | 100 |
|
|
2016
Q3 | $350K | Hold |
8,922
| – | – | 0.08% | 109 |
|
|
2016
Q2 | $365K | Sell |
8,922
-270
| -3% | -$10.8K | 0.1% | 97 |
|
|
2016
Q1 | $376K | Buy |
9,192
+1,579
| +21% | +$58.4K | 0.1% | 97 |
|
|
2015
Q4 | $278K | Buy |
7,613
+906
| +14% | +$34.6K | 0.08% | 105 |
|
|
2015
Q3 | $242K | Buy |
6,707
+811
| +14% | +$31.2K | 0.07% | 111 |
|
|
2015
Q2 | $254K | Buy |
+5,896
| New | +$256K | 0.09% | 109 |
|
Other funds holding ORCL
VCM
VPM
Mission Wealth Management's ORCL Position: Q1 2026 in Review
Mission Wealth Management increased its Oracle (ORCL) stake by 17% in Q1 2026, buying an estimated $1.86M and bringing the position to 78,208 shares worth $11.5M. The position accounts for 0.24% of the portfolio, ranked #64.
Mission Wealth Management first reported a position in ORCL in Q2 2015 and has held it in 44 quarters since. The position peaked at $20.9M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Mission Wealth Management held 78,208 shares of Oracle worth $11.5M as of Q1 2026.
- Mission Wealth Management bought 11,431 Oracle shares in Q1 2026, an estimated $1.86M.
- Oracle made up 0.24% of Mission Wealth Management's portfolio in Q1 2026, its #64 holding.
- Mission Wealth Management first reported a position in Oracle in Q2 2015 and has held it in 44 quarters since.
- Mission Wealth Management's Oracle position peaked at $20.9M in Q3 2025.
- 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.