Baron Wealth Management
ORCL icon

Baron Wealth Management’s Oracle ORCL Stock Holding History

Baron 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 		– Sell
-1,564
Closed -$229K – 323
2026
Q2 		$229K Buy
1,564
+148
+10% +$26.8K 0.06% 260
2026
Q1 		$208K Buy
1,416
+39
+3% +$6.34K 0.06% 258
2025
Q4 		$268K Buy
1,377
+254
+23% +$60.5K 0.08% 185
2025
Q3 		$316K Buy
1,123
+51
+5% +$13K 0.1% 147
2025
Q2 		$234K Buy
+1,072
New +$173K 0.08% 187
2025
Q1 		– Sell
-1,668
Closed -$278K – 232
2024
Q4 		$278K Sell
1,668
-21
-1% -$3.73K 0.13% 135
2024
Q3 		$288K Sell
1,689
-212
-11% -$30.7K 0.14% 129
2024
Q2 		$268K Buy
1,901
+42
+2% +$5.22K 0.14% 127
2024
Q1 		$234K Sell
1,859
-55
-3% -$6.3K 0.12% 150
2023
Q4 		$202K Buy
+1,914
New +$209K 0.11% 168

Other funds holding ORCL

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Baron Wealth Management's ORCL Position: Q3 2026 in Review

Baron Wealth Management sold out of Oracle (ORCL) in Q3 2026, closing a stake of 1,564 shares — an estimated $229K sold.

Baron Wealth Management first reported a position in ORCL in Q4 2023 and held it in 10 quarters. The position peaked at $316K in Q3 2025. 2,384 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Baron Wealth Management reported no remaining Oracle position as of Q3 2026 after selling out during the quarter.
  • Baron Wealth Management sold 1,564 Oracle shares in Q3 2026, an estimated $229K.
  • Baron Wealth Management first reported a position in Oracle in Q4 2023 and held it in 10 quarters.
  • Baron Wealth Management's Oracle position peaked at $316K in Q3 2025.
  • 2,384 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Baron Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.