Bartlett & Co Wealth Management’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $10.5M | Buy |
58,271
+58
| +0.1% | +$9.43K | 0.13% | 104 |
|
|
2025
Q4 | $11.3M | Buy |
58,213
+638
| +1% | +$152K | 0.15% | 102 |
|
|
2025
Q3 | $16.2M | Sell |
57,575
-534
| -0.9% | -$136K | 0.21% | 83 |
|
|
2025
Q2 | $12.7M | Buy |
58,109
+723
| +1% | +$117K | 0.18% | 93 |
|
|
2025
Q1 | $8.02M | Buy |
57,386
+13,521
| +31% | +$2.2M | 0.12% | 111 |
|
|
2024
Q4 | $7.31M | Buy |
43,865
+3,847
| +10% | +$683K | 0.11% | 115 |
|
|
2024
Q3 | $6.82M | Sell |
40,018
-1,900
| -5% | -$275K | 0.1% | 121 |
|
|
2024
Q2 | $5.92M | Sell |
41,918
-2,445
| -6% | -$304K | 0.09% | 124 |
|
|
2024
Q1 | $5.57M | Sell |
44,363
-570
| -1% | -$65.2K | 0.09% | 135 |
|
|
2023
Q4 | $4.77M | Sell |
44,933
-1,622
| -3% | -$177K | 0.08% | 142 |
|
|
2023
Q3 | $4.93M | Sell |
46,555
-2,311
| -5% | -$268K | 0.09% | 134 |
|
|
2023
Q2 | $5.82M | Buy |
48,866
+14,282
| +41% | +$1.48M | 0.1% | 122 |
|
|
2023
Q1 | $3.21M | Sell |
34,584
-1,090
| -3% | -$95.6K | 0.06% | 144 |
|
|
2022
Q4 | $2.92M | Sell |
35,674
-75
| -0.2% | -$5.7K | 0.06% | 154 |
|
|
2022
Q3 | $2.18M | Sell |
35,749
-870
| -2% | -$63.7K | 0.05% | 164 |
|
|
2022
Q2 | $2.56M | Buy |
36,619
+736
| +2% | +$53.9K | 0.05% | 155 |
|
|
2022
Q1 | $2.97M | Sell |
35,883
-1,854
| -5% | -$150K | 0.05% | 156 |
|
|
2021
Q4 | $3.29M | Sell |
37,737
-410
| -1% | -$38.5K | 0.06% | 154 |
|
|
2021
Q3 | $3.32M | Sell |
38,147
-1,072
| -3% | -$94.7K | 0.06% | 144 |
|
|
2021
Q2 | $3.05M | Sell |
39,219
-1,100
| -3% | -$86.1K | 0.06% | 151 |
|
|
2021
Q1 | $2.83M | Sell |
40,319
-24,521
| -38% | -$1.59M | 0.06% | 151 |
|
|
2020
Q4 | $4.19M | Sell |
64,840
-1,769
| -3% | -$105K | 0.09% | 134 |
|
|
2020
Q3 | $3.98M | Sell |
66,609
-9,388
| -12% | -$533K | 0.09% | 132 |
|
|
2020
Q2 | $4.2M | Sell |
75,997
-158,876
| -68% | -$8.42M | 0.11% | 122 |
|
|
2020
Q1 | $11.4M | Sell |
234,873
-213,097
| -48% | -$11M | 0.35% | 72 |
|
|
2019
Q4 | $23.7M | Sell |
447,970
-3,224
| -0.7% | -$177K | 0.58% | 52 |
|
|
2019
Q3 | $24.8M | Buy |
451,194
+11,519
| +3% | +$636K | 0.65% | 51 |
|
|
2019
Q2 | $25M | Sell |
439,675
-14,651
| -3% | -$793K | 0.93% | 40 |
|
|
2019
Q1 | $24.4M | Sell |
454,326
-14,650
| -3% | -$746K | 0.93% | 42 |
|
|
2018
Q4 | $21.2M | Sell |
468,976
-15,171
| -3% | -$727K | 0.9% | 46 |
|
|
2018
Q3 | $25M | Sell |
484,147
-20,664
| -4% | -$1M | 0.94% | 42 |
|
|
2018
Q2 | $22.2M | Sell |
504,811
-14,946
| -3% | -$689K | 0.9% | 43 |
|
|
2018
Q1 | $23.8M | Buy |
+519,757
| New | +$25.8M | 0.98% | 41 |
|
Other funds holding ORCL
VCM
VPM
Bartlett & Co Wealth Management's ORCL Position: Q1 2026 in Review
Bartlett & Co Wealth Management increased its Oracle (ORCL) stake by 0.1% in Q1 2026, buying an estimated $9.43K and bringing the position to 58,271 shares worth $10.5M. The position accounts for 0.13% of the portfolio, ranked #104.
Bartlett & Co Wealth Management first reported a position in ORCL in Q1 2018 and has held it in 33 quarters since. The position peaked at $25M in Q2 2019. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Bartlett & Co Wealth Management held 58,271 shares of Oracle worth $10.5M as of Q1 2026.
- Bartlett & Co Wealth Management bought 58 Oracle shares in Q1 2026, an estimated $9.43K.
- Oracle made up 0.13% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #104 holding.
- Bartlett & Co Wealth Management first reported a position in Oracle in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's Oracle position peaked at $25M in Q2 2019.
- 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.