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	–	Sell	-6,000	Closed	-$1.09M	–	516
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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.