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Baltimore-Washington Financial Advisors’s Oracle ORCL Stock Holding History

Baltimore-Washington Financial Advisors’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 		$211K Sell
1,437
-3
-0.2% -$488 0.01% 180
2025
Q4 		$281K Buy
1,440
+231
+19% +$55K 0.01% 157
2025
Q3 		$340K Sell
1,209
-117
-9% -$29.8K 0.01% 137
2025
Q2 		$290K Buy
+1,326
New +$214K 0.01% 143
2025
Q1 		– Sell
-1,265
Closed -$211K – 162
2024
Q4 		$211K Hold
1,265
– – 0.01% 147
2024
Q3 		$216K Buy
+1,265
New +$183K 0.01% 141
2015
Q4 		– Sell
-1,040
Closed -$37K – 206
2015
Q3 		$37K Sell
1,040
-66
-6% -$2.54K 0.01% 142
2015
Q2 		$44K Sell
1,106
-333
-23% -$14.4K 0.01% 133
2015
Q1 		$62K Buy
1,439
+66
+5% +$2.86K 0.02% 124
2014
Q4 		$62K Sell
1,373
-13
-0.9% -$529 0.02% 126
2014
Q3 		$53K Buy
1,386
+346
+33% +$14K 0.02% 134
2014
Q2 		$42K Hold
1,040
– – 0.01% 169
2014
Q1 		$43K Sell
1,040
-48
-4% -$1.83K 0.01% 141
2013
Q4 		$42K Buy
+1,088
New +$37.4K 0.01% 173

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

Baltimore-Washington Financial Advisors's ORCL Position: Q1 2026 in Review

Baltimore-Washington Financial Advisors reduced its Oracle (ORCL) stake by 0.21% in Q1 2026, selling an estimated $488 and leaving 1,437 shares worth $211K. The position accounts for 0.01% of the portfolio, ranked #180.

Baltimore-Washington Financial Advisors first reported a position in ORCL in Q4 2013 and has held it in 14 quarters since. The position peaked at $340K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Baltimore-Washington Financial Advisors held 1,437 shares of Oracle worth $211K as of Q1 2026.
  • Baltimore-Washington Financial Advisors sold 3 Oracle shares in Q1 2026, an estimated $488.
  • Oracle made up 0.01% of Baltimore-Washington Financial Advisors's portfolio in Q1 2026, its #180 holding.
  • Baltimore-Washington Financial Advisors first reported a position in Oracle in Q4 2013 and has held it in 14 quarters since.
  • Baltimore-Washington Financial Advisors's Oracle position peaked at $340K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.