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Bellevue Asset Management’s Oracle ORCL Stock Holding History

Bellevue Asset Management’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 		$180K Hold
1,221
– – 0.09% 83
2025
Q4 		$238K Hold
1,221
– – 0.08% 67
2025
Q3 		$343K Hold
1,221
– – 0.16% 57
2025
Q2 		$267K Sell
1,221
-145
-11% -$23.4K 0.13% 59
2025
Q1 		$191K Sell
1,366
-75
-5% -$12.2K 0.1% 74
2024
Q4 		$240K Buy
1,441
+51
+4% +$9.06K 0.12% 61
2024
Q3 		$237K Sell
1,390
-71
-5% -$10.3K 0.12% 62
2024
Q2 		$206K Hold
1,461
– – 0.11% 65
2024
Q1 		$184K Sell
1,461
-230
-14% -$26.3K 0.1% 70
2023
Q4 		$178K Hold
1,691
– – 0.16% 69
2023
Q3 		$179K Sell
1,691
-65
-4% -$7.52K 0.12% 59
2023
Q2 		$209K Hold
1,756
– – 0.13% 55
2023
Q1 		$163K Sell
1,756
-200
-10% -$17.5K 0.11% 68
2022
Q4 		$159K Hold
1,956
– – 0.12% 69
2022
Q3 		$122K Hold
1,956
– – 0.09% 86
2022
Q2 		$137K Sell
1,956
-395
-17% -$28.9K 0.1% 86
2022
Q1 		$196K Hold
2,351
– – 0.12% 69
2021
Q4 		$205K Sell
2,351
-55
-2% -$5.16K 0.12% 67
2021
Q3 		$211K Hold
2,406
– – 0.13% 69
2021
Q2 		$187K Sell
2,406
-203
-8% -$15.9K 0.11% 73
2021
Q1 		$184K Hold
2,609
– – 0.11% 80
2020
Q4 		$160K Hold
2,609
– – 0.1% 83
2020
Q3 		$156K Sell
2,609
-144
-5% -$8.18K 0.11% 82
2020
Q2 		$152K Hold
2,753
– – 0.16% 84
2020
Q1 		$147K Buy
2,753
+247
+10% +$12.7K 0.15% 88
2019
Q4 		$133K Buy
+2,506
New +$138K 0.1% 93

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

Bellevue Asset Management's ORCL Position: Q1 2026 in Review

Bellevue Asset Management held its Oracle (ORCL) position steady in Q1 2026 at 1,221 shares worth $180K. The position accounts for 0.09% of the portfolio, ranked #83.

Bellevue Asset Management first reported a position in ORCL in Q4 2019 and has held it in 26 quarters since. The position peaked at $343K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Bellevue Asset Management held 1,221 shares of Oracle worth $180K as of Q1 2026.
  • Bellevue Asset Management left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.09% of Bellevue Asset Management's portfolio in Q1 2026, its #83 holding.
  • Bellevue Asset Management first reported a position in Oracle in Q4 2019 and has held it in 26 quarters since.
  • Bellevue Asset Management's Oracle position peaked at $343K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Bellevue Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.