Bedell Frazier Investment Counselling’s Oracle ORCL Stock Holding History

Bedell Frazier Investment Counselling’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
2025 Q4	–	Sell	-928	Closed	-$261K	–	138
2025 Q3	$261K	Sell	928 -22	-2%	-$5.6K	0.05%	118
2025 Q2	$208K	Buy	+950	New	+$153K	0.05%	109
2020 Q3	–	Sell	-91,646	Closed	-$5.07M	–	76
2020 Q2	$5.07M	Sell	91,646 -4,525	-5%	-$240K	2.04%	18
2020 Q1	$4.65M	Buy	96,171 +1,866	+2%	+$96.3K	2.18%	20
2019 Q4	$5.19M	Hold	94,305	–	–	2.08%	22
2019 Q3	$5.19M	Sell	94,305 -79,200	-46%	-$4.38M	2.02%	23
2019 Q2	$9.88M	Buy	173,505 +40,575	+31%	+$2.2M	3.6%	6
2019 Q1	$7.14M	Sell	132,930 -7,260	-5%	-$370K	2.82%	13
2018 Q4	$6.33M	Sell	140,190 -410	-0.3%	-$19.6K	2.69%	16
2018 Q3	$7.25M	Sell	140,600 -1,100	-0.8%	-$53.4K	2.01%	26
2018 Q2	$6.24M	Buy	+141,700	New	+$6.53M	1.83%	30

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bedell Frazier Investment Counselling's ORCL Position: Q4 2025 in Review

Bedell Frazier Investment Counselling sold out of Oracle (ORCL) in Q4 2025, closing a stake of 928 shares — an estimated $261K sold.

Bedell Frazier Investment Counselling first reported a position in ORCL in Q2 2018 and held it in 11 quarters. The position peaked at $9.88M in Q2 2019. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Bedell Frazier Investment Counselling reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Bedell Frazier Investment Counselling sold 928 Oracle shares in Q4 2025, an estimated $261K.
Bedell Frazier Investment Counselling first reported a position in Oracle in Q2 2018 and held it in 11 quarters.
Bedell Frazier Investment Counselling's Oracle position peaked at $9.88M in Q2 2019.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Bedell Frazier Investment Counselling's 13F filing for Q4 2025, filed 17 Feb 2026.