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Bard Financial Services’s Oracle ORCL Stock Holding History

Bard Financial Services’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
Q3 		$8.06M Buy
28,650
+1,225
+4% +$312K 0.88% 31
2025
Q2 		$6M Buy
27,425
+200
+0.7% +$32.3K 0.72% 42
2025
Q1 		$3.81M Sell
27,225
-25
-0.1% -$4.07K 0.47% 54
2024
Q4 		$4.54M Hold
27,250
– – 0.54% 51
2024
Q3 		$4.64M Sell
27,250
-38,330
-58% -$5.55M 0.55% 48
2024
Q2 		$9.26M Hold
65,580
– – 0.96% 31
2024
Q1 		$8.24M Hold
65,580
– – 0.88% 31
2023
Q4 		$6.91M Hold
65,580
– – 0.78% 38
2023
Q3 		$6.95M Hold
65,580
– – 0.86% 35
2023
Q2 		$7.81M Hold
65,580
– – 0.59% 48
2023
Q1 		$6.09M Sell
65,580
-1,000
-2% -$87.7K 0.49% 57
2022
Q4 		$5.44M Sell
66,580
-500
-0.7% -$38K 0.46% 54
2022
Q3 		$4.1M Buy
67,080
+250
+0.4% +$18.3K 0.38% 64
2022
Q2 		$4.67M Buy
66,830
+1,250
+2% +$91.5K 0.43% 59
2022
Q1 		$5.42M Hold
65,580
– – 0.44% 60
2021
Q4 		$5.72M Buy
65,580
+1,500
+2% +$141K 0.46% 57
2021
Q3 		$5.58M Hold
64,080
– – 0.49% 56
2021
Q2 		$4.99M Sell
64,080
-250
-0.4% -$19.6K 0.44% 61
2021
Q1 		$4.51M Buy
64,330
+250
+0.4% +$16.2K 0.44% 60
2020
Q4 		$4.14M Buy
+64,080
New +$3.81M 0.42% 65

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bard Financial Services's ORCL Position: Q3 2025 in Review

Bard Financial Services increased its Oracle (ORCL) stake by 4.5% in Q3 2025, buying an estimated $312K and bringing the position to 28,650 shares worth $8.06M. The position accounts for 0.88% of the portfolio, ranked #31.

Bard Financial Services first reported a position in ORCL in Q4 2020 and has held it in 20 quarters since. The position peaked at $9.26M in Q2 2024. 3,820 funds tracked by Wall St. Rank hold ORCL as of Q3 2025.

  • Bard Financial Services held 28,650 shares of Oracle worth $8.06M as of Q3 2025.
  • Bard Financial Services bought 1,225 Oracle shares in Q3 2025, an estimated $312K.
  • Oracle made up 0.88% of Bard Financial Services's portfolio in Q3 2025, its #31 holding.
  • Bard Financial Services first reported a position in Oracle in Q4 2020 and has held it in 20 quarters since.
  • Bard Financial Services's Oracle position peaked at $9.26M in Q2 2024.
  • 3,820 funds tracked by Wall St. Rank held Oracle as of Q3 2025.

Based on Bard Financial Services's 13F filing for Q3 2025, filed 17 Oct 2025.