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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Badgley Phelps Wealth Managers's ORCL Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its Oracle (ORCL) stake by 0.92% in Q2 2026, selling an estimated $197K and leaving 116,576 shares worth $17.1M. The position accounts for 0.3% of the portfolio, ranked #83.

Badgley Phelps Wealth Managers first reported a position in ORCL in Q3 2021 and has held it in 20 quarters since. The position peaked at $36.1M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Badgley Phelps Wealth Managers held 116,576 shares of Oracle worth $17.1M as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 1,087 Oracle shares in Q2 2026, an estimated $197K.
  • Oracle made up 0.3% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #83 holding.
  • Badgley Phelps Wealth Managers first reported a position in Oracle in Q3 2021 and has held it in 20 quarters since.
  • Badgley Phelps Wealth Managers's Oracle position peaked at $36.1M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.