Mowery & Schoenfeld Wealth Management’s Oracle ORCL Stock Holding History

Mowery & Schoenfeld 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 Q1	$553K	Sell	3,758 -288	-7%	-$46.8K	0.84%	24
2025 Q4	$789K	Buy	4,046 +288	+8%	+$68.6K	1.14%	16
2025 Q3	$1.06M	Sell	3,758 -453	-11%	-$115K	1.81%	14
2025 Q2	$921K	Sell	4,211 -12	-0.3%	-$1.94K	1.4%	15
2025 Q1	$590K	Buy	4,223 +20	+0.5%	+$3.26K	1.16%	20
2024 Q4	$700K	Buy	4,203 +3,615	+615%	+$642K	1.36%	15
2024 Q3	$100K	Hold	588	–	–	0.16%	61
2024 Q2	$83K	Buy	588 +256	+77%	+$31.8K	0.12%	72
2024 Q1	$41.7K	Hold	332	–	–	0.08%	80
2023 Q4	$35K	Buy	+332	New	+$36.2K	0.07%	81

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's ORCL Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Oracle (ORCL) stake by 7.1% in Q1 2026, selling an estimated $46.8K and leaving 3,758 shares worth $553K. The position accounts for 0.84% of the portfolio, ranked #24.

Mowery & Schoenfeld Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.06M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 3,758 shares of Oracle worth $553K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 288 Oracle shares in Q1 2026, an estimated $46.8K.
Oracle made up 0.84% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #24 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Oracle position peaked at $1.06M in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.