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Mustico Financial Group’s Oracle ORCL Stock Holding History

Mustico Financial Group’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 		$247K Buy
1,435
+169
+13% +$27.5K 0.17% 42
2025
Q4 		$251K Buy
1,266
+1
+0.1% +$238 0.19% 35
2025
Q3 		$350K Hold
1,265
– – 0.35% 22
2025
Q2 		$318K Buy
+1,265
New +$204K 0.29% 25

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

Mustico Financial Group's ORCL Position: Q1 2026 in Review

Mustico Financial Group increased its Oracle (ORCL) stake by 13% in Q1 2026, buying an estimated $27.5K and bringing the position to 1,435 shares worth $247K. The position accounts for 0.17% of the portfolio, ranked #42.

Mustico Financial Group first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $350K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Mustico Financial Group held 1,435 shares of Oracle worth $247K as of Q1 2026.
  • Mustico Financial Group bought 169 Oracle shares in Q1 2026, an estimated $27.5K.
  • Oracle made up 0.17% of Mustico Financial Group's portfolio in Q1 2026, its #42 holding.
  • Mustico Financial Group first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • Mustico Financial Group's Oracle position peaked at $350K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Mustico Financial Group's 13F filing for Q1 2026, filed 15 May 2026.