Mount Yale Investment Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.33M | Buy |
43,004
+11,820
| +38% | +$1.92M | 0.15% | 156 |
|
|
2025
Q4 | $6.08M | Sell |
31,184
-2,592
| -8% | -$617K | 0.29% | 74 |
|
|
2025
Q3 | $9.5M | Buy |
33,776
+22,766
| +207% | +$5.8M | 0.66% | 32 |
|
|
2025
Q2 | $2.41M | Sell |
11,010
-6,030
| -35% | -$974K | 0.19% | 109 |
|
|
2025
Q1 | $2.38M | Sell |
17,040
-2,072
| -11% | -$337K | 0.2% | 105 |
|
|
2024
Q4 | $3.18M | Buy |
19,112
+3,479
| +22% | +$618K | 0.26% | 77 |
|
|
2024
Q3 | $2.66M | Buy |
15,633
+3,376
| +28% | +$489K | 0.26% | 92 |
|
|
2024
Q2 | $1.73M | Sell |
12,257
-54,935
| -82% | -$6.82M | 0.14% | 145 |
|
|
2024
Q1 | $8.44M | Sell |
67,192
-220
| -0.3% | -$25.2K | 0.65% | 18 |
|
|
2023
Q4 | $7.11M | Buy |
67,412
+56,453
| +515% | +$6.16M | 0.68% | 17 |
|
|
2023
Q3 | $1.16M | Buy |
10,959
+2,492
| +29% | +$288K | 0.13% | 167 |
|
|
2023
Q2 | $1.01M | Sell |
8,467
-348
| -4% | -$36K | 0.11% | 190 |
|
|
2023
Q1 | $819K | Sell |
8,815
-527
| -6% | -$46.2K | 0.09% | 230 |
|
|
2022
Q4 | $764K | Sell |
9,342
-77,399
| -89% | -$5.88M | 0.09% | 236 |
|
|
2022
Q3 | $5.3M | Sell |
86,741
-4,421
| -5% | -$324K | 0.7% | 26 |
|
|
2022
Q2 | $6.37M | Buy |
91,162
+12,298
| +16% | +$900K | 0.8% | 18 |
|
|
2022
Q1 | $6.52M | Sell |
78,864
-1,488
| -2% | -$121K | 0.71% | 24 |
|
|
2021
Q4 | $7.01M | Buy |
80,352
+997
| +1% | +$93.6K | 0.73% | 23 |
|
|
2021
Q3 | $6.91M | Sell |
79,355
-12,438
| -14% | -$1.1M | 0.8% | 20 |
|
|
2021
Q2 | $7.14M | Buy |
91,793
+7,632
| +9% | +$597K | 0.86% | 21 |
|
|
2021
Q1 | $5.91M | Sell |
84,161
-3,235
| -4% | -$209K | 0.77% | 24 |
|
|
2020
Q4 | $5.65M | Buy |
87,396
+80,823
| +1,230% | +$4.81M | 0.79% | 21 |
|
|
2020
Q3 | $392K | Buy |
6,573
+931
| +17% | +$52.9K | 0.06% | 257 |
|
|
2020
Q2 | $312K | Sell |
5,642
-27,478
| -83% | -$1.46M | 0.06% | 263 |
|
|
2020
Q1 | $1.6M | Sell |
33,120
-523
| -2% | -$27K | 0.36% | 66 |
|
|
2019
Q4 | $1.76M | Buy |
33,643
+1,737
| +5% | +$95.6K | 0.31% | 82 |
|
|
2019
Q3 | $1.81M | Sell |
31,906
-83
| -0.3% | -$4.58K | 0.32% | 78 |
|
|
2019
Q2 | $1.71M | Sell |
31,989
-897
| -3% | -$48.5K | 0.31% | 80 |
|
|
2019
Q1 | $1.77M | Sell |
32,886
-2,982
| -8% | -$152K | 0.33% | 71 |
|
|
2018
Q4 | $1.84M | Sell |
35,868
-3,759
| -9% | -$180K | 0.37% | 69 |
|
|
2018
Q3 | $1.99M | Sell |
39,627
-436
| -1% | -$21.2K | 0.35% | 65 |
|
|
2018
Q2 | $1.76M | Buy |
40,063
+338
| +0.9% | +$15.6K | 0.33% | 73 |
|
|
2018
Q1 | $1.82M | Buy |
+39,725
| New | +$1.97M | 0.39% | 65 |
|
Other funds holding ORCL
VCM
VPM
Mount Yale Investment Advisors's ORCL Position: Q1 2026 in Review
Mount Yale Investment Advisors increased its Oracle (ORCL) stake by 38% in Q1 2026, buying an estimated $1.92M and bringing the position to 43,004 shares worth $6.33M. The position accounts for 0.15% of the portfolio, ranked #156.
Mount Yale Investment Advisors first reported a position in ORCL in Q1 2018 and has held it in 33 quarters since. The position peaked at $9.5M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Mount Yale Investment Advisors held 43,004 shares of Oracle worth $6.33M as of Q1 2026.
- Mount Yale Investment Advisors bought 11,820 Oracle shares in Q1 2026, an estimated $1.92M.
- Oracle made up 0.15% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #156 holding.
- Mount Yale Investment Advisors first reported a position in Oracle in Q1 2018 and has held it in 33 quarters since.
- Mount Yale Investment Advisors's Oracle position peaked at $9.5M in Q3 2025.
- 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.