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 Q3	$538K	Buy	4,002 +401	+11%	+$56.6K	0.16%	99
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mosley Wealth Management's ORCL Position: Q3 2026 in Review

Mosley Wealth Management increased its Oracle (ORCL) stake by 11% in Q3 2026, buying an estimated $56.6K and bringing the position to 4,002 shares worth $538K. The position accounts for 0.16% of the portfolio, ranked #99.

Mosley Wealth Management first reported a position in ORCL in Q1 2024 and has held it in 8 quarters since. The position peaked at $2.36M in Q4 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Mosley Wealth Management held 4,002 shares of Oracle worth $538K as of Q3 2026.
Mosley Wealth Management bought 401 Oracle shares in Q3 2026, an estimated $56.6K.
Oracle made up 0.16% of Mosley Wealth Management's portfolio in Q3 2026, its #99 holding.
Mosley Wealth Management first reported a position in Oracle in Q1 2024 and has held it in 8 quarters since.
Mosley Wealth Management's Oracle position peaked at $2.36M in Q4 2025.
2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.