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Mosaic Family Wealth Partners’s Oracle ORCL Stock Holding History

Mosaic Family Wealth Partners’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 		$2.16M Buy
14,734
+11,115
+307% +$2.01M 0.14% 112
2026
Q1 		$532K Buy
3,619
+1,825
+102% +$297K 0.05% 176
2025
Q4 		$350K Buy
1,794
+2
+0.1% +$476 0.04% 179
2025
Q3 		$507K Sell
1,792
-526
-23% -$134K 0.06% 139
2025
Q2 		$507K Sell
2,318
-1,330
-36% -$215K 0.06% 135
2025
Q1 		$510K Buy
3,648
+897
+33% +$146K 0.07% 131
2024
Q4 		$458K Buy
2,751
+332
+14% +$59K 0.07% 133
2024
Q3 		$412K Buy
2,419
+30
+1% +$4.34K 0.06% 135
2024
Q2 		$337K Sell
2,389
-89
-4% -$11.1K 0.05% 142
2024
Q1 		$311K Buy
2,478
+121
+5% +$13.8K 0.05% 155
2023
Q4 		$248K Sell
2,357
-124
-5% -$13.5K 0.04% 166
2023
Q3 		$263K Buy
2,481
+41
+2% +$4.75K 0.05% 151
2023
Q2 		$291K Sell
2,440
-151
-6% -$15.6K 0.06% 148
2023
Q1 		$241K Buy
2,591
+4
+0.2% +$351 0.05% 157
2022
Q4 		$211K Buy
+2,587
New +$197K 0.06% 169

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 $3.38T AUM 44.17% 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

Mosaic Family Wealth Partners's ORCL Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Oracle (ORCL) stake by 307% in Q2 2026, buying an estimated $2.01M and bringing the position to 14,734 shares worth $2.16M. The position accounts for 0.14% of the portfolio, ranked #112.

Mosaic Family Wealth Partners first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Mosaic Family Wealth Partners held 14,734 shares of Oracle worth $2.16M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 11,115 Oracle shares in Q2 2026, an estimated $2.01M.
  • Oracle made up 0.14% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #112 holding.
  • Mosaic Family Wealth Partners first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.