BP
ORCL icon

BBR Partners’s Oracle ORCL Stock Holding History

BBR Partners’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 		$248K Hold
1,686
– – 0.01% 224
2025
Q4 		$329K Sell
1,686
-64
-4% -$15.2K 0.02% 203
2025
Q3 		$492K Buy
1,750
+66
+4% +$16.8K 0.03% 160
2025
Q2 		$368K Sell
1,684
-26
-2% -$4.2K 0.02% 169
2025
Q1 		$239K Sell
1,710
-86
-5% -$14K 0.02% 201
2024
Q4 		$299K Buy
+1,796
New +$319K 0.02% 196
2023
Q4 		– Sell
-3,675
Closed -$389K – 214
2023
Q3 		$389K Buy
+3,675
New +$425K 0.04% 121
2022
Q3 		– Sell
-6,636
Closed -$464K – 215
2022
Q2 		$464K Buy
6,636
+141
+2% +$10.3K 0.05% 130
2022
Q1 		$537K Sell
6,495
-984
-13% -$79.7K 0.05% 132
2021
Q4 		$652K Buy
7,479
+1,273
+21% +$120K 0.08% 102
2021
Q3 		$541K Sell
6,206
-717
-10% -$63.3K 0.04% 118
2021
Q2 		$539K Sell
6,923
-732
-10% -$57.3K 0.04% 111
2021
Q1 		$537K Sell
7,655
-1,087
-12% -$70.4K 0.04% 121
2020
Q4 		$566K Buy
8,742
+243
+3% +$14.5K 0.05% 111
2020
Q3 		$507K Buy
8,499
+4,358
+105% +$248K 0.04% 114
2020
Q2 		$229K Hold
4,141
– – 0.03% 144
2020
Q1 		$200K Sell
4,141
-4,847
-54% -$250K 0.03% 137
2019
Q4 		$476K Buy
8,988
+4,494
+100% +$247K 0.05% 117
2019
Q3 		$247K Buy
4,494
+138
+3% +$7.62K 0.04% 114
2019
Q2 		$248K Sell
4,356
-58,296
-93% -$3.15M 0.04% 106
2019
Q1 		$3.37M Sell
62,652
-173
-0.3% -$8.81K 0.44% 34
2018
Q4 		$2.84M Buy
62,825
+57,899
+1,175% +$2.77M 0.37% 38
2018
Q3 		$254K Buy
+4,926
New +$239K 0.04% 96
2018
Q2 		– Sell
-4,569
Closed -$209K – 101
2018
Q1 		$209K Buy
+4,569
New +$227K 0.04% 85

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BBR Partners's ORCL Position: Q1 2026 in Review

BBR Partners held its Oracle (ORCL) position steady in Q1 2026 at 1,686 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #224.

BBR Partners first reported a position in ORCL in Q1 2018 and has held it in 24 quarters since. The position peaked at $3.37M in Q1 2019. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • BBR Partners held 1,686 shares of Oracle worth $248K as of Q1 2026.
  • BBR Partners left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.01% of BBR Partners's portfolio in Q1 2026, its #224 holding.
  • BBR Partners first reported a position in Oracle in Q1 2018 and has held it in 24 quarters since.
  • BBR Partners's Oracle position peaked at $3.37M in Q1 2019.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on BBR Partners's 13F filing for Q1 2026, filed 12 May 2026.