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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Basepoint Wealth's ORCL Position: Q1 2026 in Review

Basepoint Wealth increased its Oracle (ORCL) stake by 231% in Q1 2026, buying an estimated $49.9K and bringing the position to 440 shares worth $64.7K. The position accounts for 0.04% of the portfolio, ranked #188.

Basepoint Wealth first reported a position in ORCL in Q4 2025 and has held it in 2 quarters since. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Basepoint Wealth held 440 shares of Oracle worth $64.7K as of Q1 2026.
Basepoint Wealth bought 307 Oracle shares in Q1 2026, an estimated $49.9K.
Oracle made up 0.04% of Basepoint Wealth's portfolio in Q1 2026, its #188 holding.
Basepoint Wealth first reported a position in Oracle in Q4 2025 and has held it in 2 quarters since.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Basepoint Wealth's 13F filing for Q1 2026, filed 7 May 2026.