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Mount Yale Investment Advisors’s Oracle ORCL Stock Holding History

Mount Yale Investment Advisors’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
2019
Q3 		– Sell
-29,400
Closed -$30K – 326
2019
Q2 		$30K Hold
29,400
– – 0.01% 304
2019
Q1 		$9K Buy
+29,400
New +$1.5M ﹤0.01% 302
2018
Q3 		– Sell
-29,400
Closed -$9K – 988
2018
Q2 		$9K Hold
29,400
– – ﹤0.01% 877
2018
Q1 		$18K Buy
+29,400
New +$1.46M ﹤0.01% 789

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

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.