ORCL ORACLE CORP

Ownership history in Mosley Wealth Management  ·  5 quarters on record

This page tracks every 13F SEC filing in which Mosley Wealth Management reported a position in ORACLE CORP (ORCL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.08% (2025 Q4)
Avg. % of fund
0.77%
First filed
2024 Q1
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 8,159 +1,005 +14.0% 1.08% $2.4M $194.40
2024 Q4 ADDED 7,154 +514 +7.7% 0.72% $1.2M $164.56
2024 Q3 ADDED 6,640 +564 +9.3% 0.79% $1.2M $167.90
2024 Q2 ADDED 6,076 +1,493 +32.6% 0.73% $858K $138.74
2024 Q1 INITIATED 4,583 0.54% $576K
% of Fund (quarterly)    ORCL price (monthly, adj. close)
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