BAAM
ORCL icon

Baker Avenue Asset Management’s Oracle ORCL Stock Holding History

Baker Avenue Asset Management’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
2025
Q4 		– Sell
-177,300
Closed -$112K – 677
2025
Q3 		$112K Buy
+177,300
New +$45.2M ﹤0.01% 607

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

Baker Avenue Asset Management's ORCL Position: Q1 2026 in Review

Baker Avenue Asset Management increased its Oracle (ORCL) stake by 9.3% in Q1 2026, buying an estimated $2.27M and bringing the position to 163,773 shares worth $24.1M. The position accounts for 0.54% of the portfolio, ranked #42.

Baker Avenue Asset Management first reported a position in ORCL in Q2 2013 and has held it in 44 quarters since. The position peaked at $45.6M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Baker Avenue Asset Management held 163,773 shares of Oracle worth $24.1M as of Q1 2026.
  • Baker Avenue Asset Management bought 13,963 Oracle shares in Q1 2026, an estimated $2.27M.
  • Oracle made up 0.54% of Baker Avenue Asset Management's portfolio in Q1 2026, its #42 holding.
  • Baker Avenue Asset Management first reported a position in Oracle in Q2 2013 and has held it in 44 quarters since.
  • Baker Avenue Asset Management's Oracle position peaked at $45.6M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.