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BCS Wealth Management’s Oracle ORCL Stock Holding History

BCS 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
Q1 		– Sell
-1,632
Closed -$318K – 321
2025
Q4 		$318K Buy
1,632
+874
+115% +$208K 0.03% 283
2025
Q3 		$213K Sell
758
-759
-50% -$193K 0.05% 232
2025
Q2 		$332K Buy
+1,517
New +$245K 0.07% 194
2022
Q3 		– Sell
-3,428
Closed -$240K – 189
2022
Q2 		$240K Buy
+3,428
New +$251K 0.11% 155
2022
Q1 		– Sell
-3,525
Closed -$307K – 203
2021
Q4 		$307K Buy
+3,525
New +$331K 0.11% 157

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

BCS Wealth Management's ORCL Position: Q1 2026 in Review

BCS Wealth Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,632 shares — an estimated $318K sold.

BCS Wealth Management first reported a position in ORCL in Q4 2021 and held it in 5 quarters. The position peaked at $332K in Q2 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • BCS Wealth Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • BCS Wealth Management sold 1,632 Oracle shares in Q1 2026, an estimated $318K.
  • BCS Wealth Management first reported a position in Oracle in Q4 2021 and held it in 5 quarters.
  • BCS Wealth Management's Oracle position peaked at $332K in Q2 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.