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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mosaic Family Wealth Partners's ORCL Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Oracle (ORCL) stake by 102% in Q1 2026, buying an estimated $297K and bringing the position to 3,619 shares worth $532K. The position accounts for 0.05% of the portfolio, ranked #176.

Mosaic Family Wealth Partners first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Mosaic Family Wealth Partners held 3,619 shares of Oracle worth $532K as of Q1 2026.
  • Mosaic Family Wealth Partners bought 1,825 Oracle shares in Q1 2026, an estimated $297K.
  • Oracle made up 0.05% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #176 holding.
  • Mosaic Family Wealth Partners first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.