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Basepoint Wealth’s Oracle ORCL Stock Holding History

Basepoint Wealth’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 		$64.6K Buy
441
+1
+0.2% +$181 0.04% 190
2026
Q1 		$64.7K Buy
440
+307
+231% +$49.9K 0.04% 188
2025
Q4 		$25.9K Buy
+133
New +$31.7K 0.02% 282

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 $3.37T AUM 44.26% 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

Basepoint Wealth's ORCL Position: Q2 2026 in Review

Basepoint Wealth increased its Oracle (ORCL) stake by 0.23% in Q2 2026, buying an estimated $181 and bringing the position to 441 shares worth $64.6K. The position accounts for 0.04% of the portfolio, ranked #190.

Basepoint Wealth first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $64.7K in Q1 2026. 3,521 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Basepoint Wealth held 441 shares of Oracle worth $64.6K as of Q2 2026.
  • Basepoint Wealth bought 1 Oracle share in Q2 2026, an estimated $181.
  • Oracle made up 0.04% of Basepoint Wealth's portfolio in Q2 2026, its #190 holding.
  • Basepoint Wealth first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Basepoint Wealth's Oracle position peaked at $64.7K in Q1 2026.
  • 3,521 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Basepoint Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.