BCU Wealth Advisors’s Oracle ORCL Stock Holding History

BCU Wealth Advisors’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	-1,238	Closed	-$241K	–	64
2025 Q4	$241K	Buy	1,238 +1	+0.1%	+$238	0.09%	58
2025 Q3	$348K	Buy	1,237 +2	+0.2%	+$509	0.14%	46
2025 Q2	$270K	Buy	+1,235	New	+$199K	0.12%	48
2025 Q1	–	Sell	-1,231	Closed	-$205K	–	56
2024 Q4	$205K	Buy	1,231 +1	+0.1%	+$178	0.12%	53
2024 Q3	$210K	Buy	+1,230	New	+$178K	0.12%	48

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

BCU Wealth Advisors's ORCL Position: Q1 2026 in Review

BCU Wealth Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,238 shares — an estimated $241K sold.

BCU Wealth Advisors first reported a position in ORCL in Q3 2024 and held it in 5 quarters. The position peaked at $348K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

BCU Wealth Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
BCU Wealth Advisors sold 1,238 Oracle shares in Q1 2026, an estimated $241K.
BCU Wealth Advisors first reported a position in Oracle in Q3 2024 and held it in 5 quarters.
BCU Wealth Advisors's Oracle position peaked at $348K in Q3 2025.
3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on BCU Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.