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Bell & Brown Wealth Advisors’s Oracle ORCL Stock Holding History

Bell & Brown 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 		$4.63M Buy
31,476
+731
+2% +$119K 1.5% 26
2025
Q4 		$5.99M Buy
30,745
+742
+2% +$177K 1.93% 20
2025
Q3 		$8.44M Sell
30,003
-443
-1% -$113K 2.76% 9
2025
Q2 		$6.66M Sell
30,446
-458
-1% -$74K 2.38% 15
2025
Q1 		$4.32M Buy
30,904
+1,217
+4% +$198K 1.68% 26
2024
Q4 		$4.95M Sell
29,687
-707
-2% -$126K 1.84% 23
2024
Q3 		$5.18M Sell
30,394
-393
-1% -$56.9K 2.02% 19
2024
Q2 		$4.35M Buy
30,787
+314
+1% +$39K 1.67% 20
2024
Q1 		$3.83M Sell
30,473
-266
-0.9% -$30.4K 1.64% 24
2023
Q4 		$3.24M Buy
+30,739
New +$3.35M 1.5% 23
2023
Q2 		$3.68M Sell
30,918
-591
-2% -$61.1K 1.84% 22
2023
Q1 		$2.93M Sell
31,509
-123
-0.4% -$10.8K 1.56% 25
2022
Q4 		$2.59M Sell
31,632
-23
-0.1% -$1.75K 1.42% 30
2022
Q3 		$1.93M Buy
31,655
+82
+0.3% +$6K 1.19% 37
2022
Q2 		$2.21M Buy
31,573
+173
+0.6% +$12.7K 1.18% 35
2022
Q1 		$2.6M Sell
31,400
-869
-3% -$70.4K 1.18% 32
2021
Q4 		$2.65M Sell
32,269
-179
-0.6% -$16.8K 1.28% 31
2021
Q3 		$2.83M Buy
+32,448
New +$2.87M 1.52% 26
2020
Q3 		$1.73M Buy
29,038
+6,362
+28% +$361K 1.25% 31
2020
Q2 		$1.26M Sell
22,676
-174
-0.8% -$9.22K 0.99% 37
2020
Q1 		$1.22M Buy
22,850
+133
+0.6% +$6.86K 1.13% 34
2019
Q4 		$1.24M Buy
22,717
+1,266
+6% +$69.7K 0.93% 42
2019
Q3 		$1.16M Buy
21,451
+118
+0.6% +$6.52K 0.96% 43
2019
Q2 		$1.22M Sell
21,333
-18
-0.1% -$974 1.07% 41
2019
Q1 		$1.15M Buy
21,351
+23
+0.1% +$1.17K 1.05% 40
2018
Q4 		$963K Buy
21,328
+700
+3% +$33.5K 1.03% 42
2018
Q3 		$1.01M Buy
20,628
+684
+3% +$33.2K 0.94% 45
2018
Q2 		$879K Sell
19,944
-12
-0.1% -$553 0.87% 48
2018
Q1 		$909K Buy
19,956
+276
+1% +$13.7K 0.96% 46
2017
Q4 		$930K Buy
+19,680
New +$965K 0.96% 45

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

Bell & Brown Wealth Advisors's ORCL Position: Q1 2026 in Review

Bell & Brown Wealth Advisors increased its Oracle (ORCL) stake by 2.4% in Q1 2026, buying an estimated $119K and bringing the position to 31,476 shares worth $4.63M. The position accounts for 1.5% of the portfolio, ranked #26.

Bell & Brown Wealth Advisors first reported a position in ORCL in Q4 2017 and has held it in 30 quarters since. The position peaked at $8.44M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Bell & Brown Wealth Advisors held 31,476 shares of Oracle worth $4.63M as of Q1 2026.
  • Bell & Brown Wealth Advisors bought 731 Oracle shares in Q1 2026, an estimated $119K.
  • Oracle made up 1.5% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #26 holding.
  • Bell & Brown Wealth Advisors first reported a position in Oracle in Q4 2017 and has held it in 30 quarters since.
  • Bell & Brown Wealth Advisors's Oracle position peaked at $8.44M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.