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Bellwether Advisors’s Oracle ORCL Stock Holding History

Bellwether 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 		$636K Sell
4,326
-414
-9% -$67.3K 0.11% 106
2025
Q4 		$924K Sell
4,740
-12,455
-72% -$2.97M 0.15% 72
2025
Q3 		$4.84M Buy
17,195
+12,897
+300% +$3.28M 0.8% 28
2025
Q2 		$940K Sell
4,298
-19,010
-82% -$3.07M 0.16% 68
2025
Q1 		$3.26M Sell
23,308
-52,380
-69% -$8.53M 0.68% 35
2024
Q4 		$12.6M Sell
75,688
-8,355
-10% -$1.48M 2.26% 9
2024
Q3 		$14.3M Buy
84,043
+1,564
+2% +$227K 2.75% 11
2024
Q2 		$11.6M Buy
82,479
+14,491
+21% +$1.8M 2.44% 11
2024
Q1 		$8.54M Buy
67,988
+18,639
+38% +$2.13M 1.88% 11
2023
Q4 		$5.2M Buy
+49,349
New +$5.39M 1.28% 20
2023
Q2 		– Sell
-135
Closed -$12.5K – 327
2023
Q1 		$12.5K Hold
135
– – ﹤0.01% 265
2022
Q4 		$11K Hold
135
– – ﹤0.01% 263
2022
Q3 		$8K Hold
135
– – ﹤0.01% 287
2022
Q2 		$9K Sell
135
-156
-54% -$11.4K ﹤0.01% 254
2022
Q1 		$24K Hold
291
– – 0.01% 242
2021
Q4 		$25K Hold
291
– – 0.01% 251
2021
Q3 		$25K Buy
291
+156
+116% +$13.8K 0.01% 232
2021
Q2 		$10K Hold
135
– – ﹤0.01% 269
2021
Q1 		$9K Hold
135
– – ﹤0.01% 260
2020
Q4 		$8K Buy
+135
New +$8.04K ﹤0.01% 249

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

Bellwether Advisors's ORCL Position: Q1 2026 in Review

Bellwether Advisors reduced its Oracle (ORCL) stake by 8.7% in Q1 2026, selling an estimated $67.3K and leaving 4,326 shares worth $636K. The position accounts for 0.11% of the portfolio, ranked #106.

Bellwether Advisors first reported a position in ORCL in Q4 2020 and has held it in 20 quarters since. The position peaked at $14.3M in Q3 2024. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Bellwether Advisors held 4,326 shares of Oracle worth $636K as of Q1 2026.
  • Bellwether Advisors sold 414 Oracle shares in Q1 2026, an estimated $67.3K.
  • Oracle made up 0.11% of Bellwether Advisors's portfolio in Q1 2026, its #106 holding.
  • Bellwether Advisors first reported a position in Oracle in Q4 2020 and has held it in 20 quarters since.
  • Bellwether Advisors's Oracle position peaked at $14.3M in Q3 2024.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.