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Bellevue Group’s Oracle ORCL Stock Holding History

Bellevue Group’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 		$28.1K Sell
191
-12
-6% -$1.95K ﹤0.01% 151
2025
Q4 		$39.6K Sell
203
-214
-51% -$51K ﹤0.01% 173
2025
Q3 		$117K Sell
417
-237
-36% -$60.4K ﹤0.01% 138
2025
Q2 		$143K Hold
654
– – ﹤0.01% 131
2025
Q1 		$91.4K Hold
654
– – ﹤0.01% 142
2024
Q4 		$109K Buy
654
+30
+5% +$5.33K ﹤0.01% 153
2024
Q3 		$106K Buy
624
+53
+9% +$7.68K ﹤0.01% 156
2024
Q2 		$80.6K Sell
571
-106
-16% -$13.2K ﹤0.01% 160
2024
Q1 		$85K Buy
677
+223
+49% +$25.5K ﹤0.01% 162
2023
Q4 		$47.9K Buy
+454
New +$49.5K ﹤0.01% 157

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 Group's ORCL Position: Q1 2026 in Review

Bellevue Group reduced its Oracle (ORCL) stake by 5.9% in Q1 2026, selling an estimated $1.95K and leaving 191 shares worth $28.1K. The position accounts for ﹤0.01% of the portfolio, ranked #151.

Bellevue Group first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $143K in Q2 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Bellevue Group held 191 shares of Oracle worth $28.1K as of Q1 2026.
  • Bellevue Group sold 12 Oracle shares in Q1 2026, an estimated $1.95K.
  • Oracle made up ﹤0.01% of Bellevue Group's portfolio in Q1 2026, its #151 holding.
  • Bellevue Group first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
  • Bellevue Group's Oracle position peaked at $143K in Q2 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Bellevue Group's 13F filing for Q1 2026, filed 15 May 2026.