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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
Q2 		$260K Buy
1,772
+335
+23% +$60.7K 0.01% 179
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 $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 $3.38T AUM 44.17% 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

Baltimore-Washington Financial Advisors's ORCL Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its Oracle (ORCL) stake by 23% in Q2 2026, buying an estimated $60.7K and bringing the position to 1,772 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #179.

Baltimore-Washington Financial Advisors first reported a position in ORCL in Q4 2013 and has held it in 15 quarters since. The position peaked at $340K in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 1,772 shares of Oracle worth $260K as of Q2 2026.
  • Baltimore-Washington Financial Advisors bought 335 Oracle shares in Q2 2026, an estimated $60.7K.
  • Oracle made up 0.01% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #179 holding.
  • Baltimore-Washington Financial Advisors first reported a position in Oracle in Q4 2013 and has held it in 15 quarters since.
  • Baltimore-Washington Financial Advisors's Oracle position peaked at $340K in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.