Beacon Bridge Wealth Partners’s Oracle ORCL Stock Holding History

Beacon Bridge Wealth 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	–	Sell	-1,071	Closed	-$209K	–	106
2025 Q4	$209K	Sell	1,071 -472	-31%	-$112K	0.07%	96
2025 Q3	$434K	Buy	1,543 +45	+3%	+$11.5K	0.15%	69
2025 Q2	$328K	Sell	1,498 -8	-0.5%	-$1.29K	0.13%	72
2025 Q1	$211K	Buy	1,506 +129	+9%	+$21K	0.09%	82
2024 Q4	$229K	Hold	1,377	–	–	0.1%	82
2024 Q3	$235K	Buy	+1,377	New	+$199K	0.1%	80

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

Beacon Bridge Wealth Partners's ORCL Position: Q1 2026 in Review

Beacon Bridge Wealth Partners sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,071 shares — an estimated $209K sold.

Beacon Bridge Wealth Partners first reported a position in ORCL in Q3 2024 and held it in 6 quarters. The position peaked at $434K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Beacon Bridge Wealth Partners reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Beacon Bridge Wealth Partners sold 1,071 Oracle shares in Q1 2026, an estimated $209K.
Beacon Bridge Wealth Partners first reported a position in Oracle in Q3 2024 and held it in 6 quarters.
Beacon Bridge Wealth Partners's Oracle position peaked at $434K in Q3 2025.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.