Badgley Phelps Wealth Managers
ORCL icon

Badgley Phelps Wealth Managers’s Oracle ORCL Stock Holding History

Badgley Phelps Wealth Managers’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
Q3 		$15.6M Sell
113,585
-2,991
-3% -$422K 0.27% 92
2026
Q2 		$17.1M Sell
116,576
-1,087
-0.9% -$197K 0.3% 83
2026
Q1 		$17.3M Sell
117,663
-11,153
-9% -$1.81M 0.34% 80
2025
Q4 		$25.1M Buy
128,816
+538
+0.4% +$128K 0.46% 55
2025
Q3 		$36.1M Sell
128,278
-2,737
-2% -$697K 0.76% 32
2025
Q2 		$28.6M Sell
131,015
-2,462
-2% -$398K 0.63% 43
2025
Q1 		$18.7M Sell
133,477
-46,193
-26% -$7.52M 0.45% 65
2024
Q4 		$29.9M Sell
179,670
-273
-0.2% -$48.5K 0.7% 37
2024
Q3 		$30.7M Buy
179,943
+4,840
+3% +$701K 0.71% 38
2024
Q2 		$24.7M Buy
175,103
+4,715
+3% +$586K 0.61% 47
2024
Q1 		$21.4M Buy
170,388
+6,674
+4% +$764K 0.54% 59
2023
Q4 		$17.3M Buy
163,714
+13,483
+9% +$1.47M 0.47% 67
2023
Q3 		$15.9M Buy
150,231
+28,911
+24% +$3.35M 0.54% 64
2023
Q2 		$14.4M Buy
121,320
+7,446
+7% +$770K 0.48% 69
2023
Q1 		$10.6M Buy
113,874
+12,438
+12% +$1.09M 0.39% 85
2022
Q4 		$8.29M Buy
101,436
+96,232
+1,849% +$7.31M 0.33% 95
2022
Q3 		$318K Buy
5,204
+220
+4% +$16.1K 0.01% 162
2022
Q2 		$348K Hold
4,984
– – 0.01% 161
2022
Q1 		$412K Sell
4,984
-580
-10% -$47K 0.01% 165
2021
Q4 		$485K Sell
5,564
-300
-5% -$28.2K 0.02% 163
2021
Q3 		$511K Buy
+5,864
New +$518K 0.02% 153

Other funds holding ORCL

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Cardano Risk Management
Cardano Risk Management Rotterdam, Netherlands $18.2B AUM 38.97% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Badgley Phelps Wealth Managers's ORCL Position: Q3 2026 in Review

Badgley Phelps Wealth Managers reduced its Oracle (ORCL) stake by 2.6% in Q3 2026, selling an estimated $422K and leaving 113,585 shares worth $15.6M. The position accounts for 0.27% of the portfolio, ranked #92.

Badgley Phelps Wealth Managers first reported a position in ORCL in Q3 2021 and has held it in 21 quarters since. The position peaked at $36.1M in Q3 2025. 1,060 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Badgley Phelps Wealth Managers held 113,585 shares of Oracle worth $15.6M as of Q3 2026.
  • Badgley Phelps Wealth Managers sold 2,991 Oracle shares in Q3 2026, an estimated $422K.
  • Oracle made up 0.27% of Badgley Phelps Wealth Managers's portfolio in Q3 2026, its #92 holding.
  • Badgley Phelps Wealth Managers first reported a position in Oracle in Q3 2021 and has held it in 21 quarters since.
  • Badgley Phelps Wealth Managers's Oracle position peaked at $36.1M in Q3 2025.
  • 1,060 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q3 2026, filed 22 Oct 2026.