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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
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 $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

Badgley Phelps Wealth Managers's ORCL Position: Q1 2026 in Review

Badgley Phelps Wealth Managers reduced its Oracle (ORCL) stake by 8.7% in Q1 2026, selling an estimated $1.81M and leaving 117,663 shares worth $17.3M. The position accounts for 0.34% of the portfolio, ranked #80.

Badgley Phelps Wealth Managers first reported a position in ORCL in Q3 2021 and has held it in 19 quarters since. The position peaked at $36.1M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Badgley Phelps Wealth Managers held 117,663 shares of Oracle worth $17.3M as of Q1 2026.
  • Badgley Phelps Wealth Managers sold 11,153 Oracle shares in Q1 2026, an estimated $1.81M.
  • Oracle made up 0.34% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #80 holding.
  • Badgley Phelps Wealth Managers first reported a position in Oracle in Q3 2021 and has held it in 19 quarters since.
  • Badgley Phelps Wealth Managers's Oracle position peaked at $36.1M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.