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 Q1	$883K	Sell	6,000 -5,500	-48%	-$894K	0.02%	345
2025 Q4	$2.24M	Buy	11,500 +6,100	+113%	+$1.45M	0.04%	207
2025 Q3	$1.52M	Buy	+5,400	New	+$1.38M	0.03%	254
2025 Q1	–	Hold	0	–	-$350K	–	699
2024 Q4	–	Hold	0	–	–	–	518
2024 Q3	–	Hold	0	–	–	–	510
2024 Q2	–	Hold	0	–	–	–	277
2024 Q1	–	Hold	0	–	–	–	266
2023 Q4	–	Hold	0	–	–	–	235
2023 Q3	–	Hold	0	–	–	–	166
2023 Q2	–	Hold	0	–	–	–	416
2023 Q1	–	Hold	0	–	–	–	375
2022 Q4	–	Hold	0	–	–	–	337
2022 Q3	–	Hold	0	–	–	–	349

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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.