MWM
ORCL icon

Mosley Wealth Management’s Oracle ORCL Stock Holding History

Mosley Wealth Management’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 		$528K Sell
3,601
-4,444
-55% -$805K 0.17% 93
2026
Q1 		$2.26M Sell
8,045
-114
-1% -$18.5K 1.02% 23
2025
Q4 		$2.36M Buy
+8,159
New +$1.94M 1.08% 22
2024
Q4 		$1.16M Buy
7,154
+514
+8% +$91.3K 0.72% 32
2024
Q3 		$1.15M Buy
6,640
+564
+9% +$81.7K 0.79% 25
2024
Q2 		$858K Buy
6,076
+1,493
+33% +$185K 0.73% 26
2024
Q1 		$576K Buy
+4,583
New +$525K 0.54% 43

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Mosley Wealth Management's ORCL Position: Q2 2026 in Review

Mosley Wealth Management reduced its Oracle (ORCL) stake by 55% in Q2 2026, selling an estimated $805K and leaving 3,601 shares worth $528K. The position accounts for 0.17% of the portfolio, ranked #93.

Mosley Wealth Management first reported a position in ORCL in Q1 2024 and has held it in 7 quarters since. The position peaked at $2.36M in Q4 2025. 2,253 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Mosley Wealth Management held 3,601 shares of Oracle worth $528K as of Q2 2026.
  • Mosley Wealth Management sold 4,444 Oracle shares in Q2 2026, an estimated $805K.
  • Oracle made up 0.17% of Mosley Wealth Management's portfolio in Q2 2026, its #93 holding.
  • Mosley Wealth Management first reported a position in Oracle in Q1 2024 and has held it in 7 quarters since.
  • Mosley Wealth Management's Oracle position peaked at $2.36M in Q4 2025.
  • 2,253 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.