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 $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

Baker Avenue Asset Management's ORCL Position: Q2 2026 in Review

Baker Avenue Asset Management increased its Oracle (ORCL) stake by 8.2% in Q2 2026, buying an estimated $2.42M and bringing the position to 177,121 shares worth $26M. The position accounts for 0.49% of the portfolio, ranked #49.

Baker Avenue Asset Management first reported a position in ORCL in Q2 2013 and has held it in 45 quarters since. The position peaked at $45.6M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Baker Avenue Asset Management held 177,121 shares of Oracle worth $26M as of Q2 2026.
  • Baker Avenue Asset Management bought 13,348 Oracle shares in Q2 2026, an estimated $2.42M.
  • Oracle made up 0.49% of Baker Avenue Asset Management's portfolio in Q2 2026, its #49 holding.
  • Baker Avenue Asset Management first reported a position in Oracle in Q2 2013 and has held it in 45 quarters since.
  • Baker Avenue Asset Management's Oracle position peaked at $45.6M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.