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 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%	-$6.29K	0.12%	150
2023 Q4	$202K	Buy	+1,914	New	+$209K	0.11%	168

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Baron Wealth Management's ORCL Position: Q2 2026 in Review

Baron Wealth Management increased its Oracle (ORCL) stake by 10% in Q2 2026, buying an estimated $26.8K and bringing the position to 1,564 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #260.

Baron Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $316K in Q3 2025. 1,048 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Baron Wealth Management held 1,564 shares of Oracle worth $229K as of Q2 2026.
Baron Wealth Management bought 148 Oracle shares in Q2 2026, an estimated $26.8K.
Oracle made up 0.06% of Baron Wealth Management's portfolio in Q2 2026, its #260 holding.
Baron Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
Baron Wealth Management's Oracle position peaked at $316K in Q3 2025.
1,048 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Baron Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.