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Bell Investment Advisors’s Oracle ORCL Stock Holding History

Bell Investment 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 		$88.7K Sell
603
-547
-48% -$88.9K 0.01% 182
2025
Q4 		$224K Buy
1,150
+2
+0.2% +$476 0.04% 116
2025
Q3 		$323K Sell
1,148
-31
-3% -$7.89K 0.05% 97
2025
Q2 		$258K Buy
1,179
+59
+5% +$9.53K 0.04% 104
2025
Q1 		$157K Buy
1,120
+24
+2% +$3.91K 0.03% 114
2024
Q4 		$183K Buy
1,096
+1
+0.1% +$178 0.03% 112
2024
Q3 		$187K Buy
1,095
+8
+0.7% +$1.16K 0.03% 108
2024
Q2 		$153K Buy
1,087
+11
+1% +$1.37K 0.03% 115
2024
Q1 		$135K Buy
1,076
+40
+4% +$4.58K 0.03% 123
2023
Q4 		$109K Sell
1,036
-36
-3% -$3.93K 0.02% 125
2023
Q3 		$114K Sell
1,072
-36
-3% -$4.17K 0.03% 111
2023
Q2 		$132K Buy
1,108
+26
+2% +$2.69K 0.03% 97
2023
Q1 		$101K Sell
1,082
-25
-2% -$2.19K 0.02% 99
2022
Q4 		$90.5K Buy
1,107
+60
+6% +$4.56K 0.02% 111
2022
Q3 		$64K Buy
1,047
+157
+18% +$11.5K 0.02% 111
2022
Q2 		$62K Buy
+890
New +$65.2K 0.02% 117
2021
Q4 		$92K Buy
1,052
+53
+5% +$4.98K 0.03% 107
2021
Q3 		$87K Buy
+999
New +$88.2K 0.03% 101

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 Investment Advisors's ORCL Position: Q1 2026 in Review

Bell Investment Advisors reduced its Oracle (ORCL) stake by 48% in Q1 2026, selling an estimated $88.9K and leaving 603 shares worth $88.7K. The position accounts for 0.01% of the portfolio, ranked #182.

Bell Investment Advisors first reported a position in ORCL in Q3 2021 and has held it in 18 quarters since. The position peaked at $323K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Bell Investment Advisors held 603 shares of Oracle worth $88.7K as of Q1 2026.
  • Bell Investment Advisors sold 547 Oracle shares in Q1 2026, an estimated $88.9K.
  • Oracle made up 0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #182 holding.
  • Bell Investment Advisors first reported a position in Oracle in Q3 2021 and has held it in 18 quarters since.
  • Bell Investment Advisors's Oracle position peaked at $323K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.