MWM
ORCL icon

Mission Wealth Management’s Oracle ORCL Stock Holding History

Mission 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 		– Hold
0
– – – 1052

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

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

Mission Wealth Management increased its Oracle (ORCL) stake by 42% in Q2 2026, buying an estimated $5.93M and bringing the position to 110,951 shares worth $16.3M. The position accounts for 0.2% of the portfolio, ranked #73.

Mission Wealth Management first reported a position in ORCL in Q2 2015 and has held it in 45 quarters since. The position peaked at $20.9M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Mission Wealth Management held 110,951 shares of Oracle worth $16.3M as of Q2 2026.
  • Mission Wealth Management bought 32,743 Oracle shares in Q2 2026, an estimated $5.93M.
  • Oracle made up 0.2% of Mission Wealth Management's portfolio in Q2 2026, its #73 holding.
  • Mission Wealth Management first reported a position in Oracle in Q2 2015 and has held it in 45 quarters since.
  • Mission Wealth Management's Oracle position peaked at $20.9M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.