Bearing Point Capital’s Oracle ORCL Stock Holding History

Bearing Point Capital’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	-1,074	Closed	-$209K	–	178
2025 Q4	$209K	Hold	1,074	–	–	0.03%	180
2025 Q3	$302K	Hold	1,074	–	–	0.05%	147
2025 Q2	$235K	Buy	+1,074	New	+$173K	0.04%	157

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

Bearing Point Capital's ORCL Position: Q1 2026 in Review

Bearing Point Capital sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,074 shares — an estimated $209K sold.

Bearing Point Capital first reported a position in ORCL in Q2 2025 and held it in 3 quarters. The position peaked at $302K in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Bearing Point Capital reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Bearing Point Capital sold 1,074 Oracle shares in Q1 2026, an estimated $209K.
Bearing Point Capital first reported a position in Oracle in Q2 2025 and held it in 3 quarters.
Bearing Point Capital's Oracle position peaked at $302K in Q3 2025.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Bearing Point Capital's 13F filing for Q1 2026, filed 7 May 2026.