Mosaic Financial Group’s Oracle ORCL Stock Holding History

Mosaic Financial Group’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	-2,204	Closed	-$324K	–	139
2026 Q1	$324K	Buy	+2,204	New	+$358K	0.23%	92
2025 Q4	–	Sell	-767	Closed	-$216K	–	128
2025 Q3	$216K	Buy	+767	New	+$195K	0.15%	114

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

Mosaic Financial Group's ORCL Position: Q2 2026 in Review

Mosaic Financial Group sold out of Oracle (ORCL) in Q2 2026, closing a stake of 2,204 shares — an estimated $324K sold.

Mosaic Financial Group first reported a position in ORCL in Q3 2025 and held it in 2 quarters. The position peaked at $324K in Q1 2026. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Mosaic Financial Group reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
Mosaic Financial Group sold 2,204 Oracle shares in Q2 2026, an estimated $324K.
Mosaic Financial Group first reported a position in Oracle in Q3 2025 and held it in 2 quarters.
Mosaic Financial Group's Oracle position peaked at $324K in Q1 2026.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Mosaic Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.