Baker Tilly Wealth Management
ORCL icon

Baker Tilly Wealth Management’s Oracle ORCL Stock Holding History

Baker Tilly Wealth 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
2026
Q3 		$1.73M Sell
12,589
-689
-5% -$97.2K 0.34% 54
2026
Q2 		$1.95M Buy
13,278
+995
+8% +$180K 0.41% 51
2026
Q1 		$1.81M Sell
12,283
-4,016
-25% -$653K 0.44% 46
2025
Q4 		$3.18M Sell
16,299
-1,094
-6% -$260K 0.78% 31
2025
Q3 		$4.89M Sell
17,393
-1,619
-9% -$412K 1.1% 25
2025
Q2 		$4.16M Sell
19,012
-638
-3% -$103K 1.48% 16
2025
Q1 		$2.75M Buy
19,650
+66
+0.3% +$10.7K 1.08% 19
2024
Q4 		$3.26M Buy
19,584
+1,340
+7% +$238K 1.28% 17
2024
Q3 		$3.11M Buy
18,244
+2,959
+19% +$429K 1.38% 14
2024
Q2 		$2.16M Sell
15,285
-15,286
-50% -$1.9M 0.88% 19
2024
Q1 		$3.84M Buy
30,571
+28
+0.1% +$3.2K 0.69% 23
2023
Q4 		$3.22M Sell
30,543
-5,331
-15% -$582K 0.53% 33
2023
Q3 		$3.8M Sell
35,874
-48,866
-58% -$5.66M 0.63% 29
2023
Q2 		$10.1M Sell
84,740
-4,260
-5% -$440K 1.06% 17
2023
Q1 		$8.27M Sell
89,000
-4,495
-5% -$394K 0.93% 17
2022
Q4 		$7.64M Buy
93,495
+11,682
+14% +$888K 0.94% 14
2022
Q3 		$5M Sell
81,813
-1,615
-2% -$118K 0.68% 27
2022
Q2 		$5.83M Buy
83,428
+3,782
+5% +$277K 0.76% 22
2022
Q1 		$6.59M Buy
79,646
+11,802
+17% +$956K 0.73% 23
2021
Q4 		$5.92M Buy
67,844
+9,854
+17% +$925K 0.64% 31
2021
Q3 		$5.05M Buy
57,990
+9,226
+19% +$815K 0.67% 22
2021
Q2 		$3.8M Buy
48,764
+6,730
+16% +$527K 0.61% 31
2021
Q1 		$2.95M Buy
42,034
+24,282
+137% +$1.57M 0.6% 34
2020
Q4 		$1.15M Buy
+17,752
New +$1.06M 0.35% 69

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Baker Tilly Wealth Management's ORCL Position: Q3 2026 in Review

Baker Tilly Wealth Management reduced its Oracle (ORCL) stake by 5.2% in Q3 2026, selling an estimated $97.2K and leaving 12,589 shares worth $1.73M. The position accounts for 0.34% of the portfolio, ranked #54.

Baker Tilly Wealth Management first reported a position in ORCL in Q4 2020 and has held it in 24 quarters since. The position peaked at $10.1M in Q2 2023. 2,211 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Baker Tilly Wealth Management held 12,589 shares of Oracle worth $1.73M as of Q3 2026.
  • Baker Tilly Wealth Management sold 689 Oracle shares in Q3 2026, an estimated $97.2K.
  • Oracle made up 0.34% of Baker Tilly Wealth Management's portfolio in Q3 2026, its #54 holding.
  • Baker Tilly Wealth Management first reported a position in Oracle in Q4 2020 and has held it in 24 quarters since.
  • Baker Tilly Wealth Management's Oracle position peaked at $10.1M in Q2 2023.
  • 2,211 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2026, filed 5 Oct 2026.