Mosaic Advisors’s Oracle ORCL Stock Holding History

Mosaic Advisors’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
2025 Q4	–	Sell	-990	Closed	-$278K	–	28
2025 Q3	$278K	Buy	+990	New	+$252K	0.67%	14
2022 Q2	–	Sell	-5,766	Closed	-$477K	–	18
2022 Q1	$477K	Buy	+5,766	New	+$467K	0.54%	12
2021 Q4	–	Sell	-6,989	Closed	-$609K	–	57
2021 Q3	$609K	Sell	6,989 -1,227	-15%	-$108K	0.41%	20
2021 Q2	$640K	Hold	8,216	–	–	0.42%	20
2021 Q1	$577K	Sell	8,216 -5,709	-41%	-$370K	0.49%	21
2020 Q4	$901K	Buy	+13,925	New	+$829K	0.82%	15

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Mosaic Advisors's ORCL Position: Q4 2025 in Review

Mosaic Advisors sold out of Oracle (ORCL) in Q4 2025, closing a stake of 990 shares — an estimated $278K sold.

Mosaic Advisors first reported a position in ORCL in Q4 2020 and held it in 6 quarters. The position peaked at $901K in Q4 2020. 3,760 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Mosaic Advisors reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Mosaic Advisors sold 990 Oracle shares in Q4 2025, an estimated $278K.
Mosaic Advisors first reported a position in Oracle in Q4 2020 and held it in 6 quarters.
Mosaic Advisors's Oracle position peaked at $901K in Q4 2020.
3,760 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Mosaic Advisors's 13F filing for Q4 2025, filed 18 Feb 2026.