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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
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
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 Financial Group's ORCL Position: Q1 2026 in Review

Mosaic Financial Group opened a new position in Oracle (ORCL) in Q1 2026: 2,204 shares worth $324K. The stake represents 0.23% of the portfolio and ranks #92 among its holdings. This is a return to the name: Mosaic Financial Group previously reported a position in ORCL as recently as Q3 2025.

Mosaic Financial Group first reported a position in ORCL in Q3 2025 and has held it in 2 quarters since. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Mosaic Financial Group held 2,204 shares of Oracle worth $324K as of Q1 2026.
  • Oracle was a new Mosaic Financial Group position in Q1 2026.
  • Oracle made up 0.23% of Mosaic Financial Group's portfolio in Q1 2026, its #92 holding.
  • Mosaic Financial Group first reported a position in Oracle in Q3 2025 and has held it in 2 quarters since.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.