BFG
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Berger Financial Group’s Oracle ORCL Stock Holding History

Berger Financial 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
Q2 		$997K Sell
6,803
-446
-6% -$80.8K 0.05% 214
2026
Q1 		$1.07M Sell
7,249
-197
-3% -$32K 0.06% 201
2025
Q4 		$1.45M Buy
7,446
+400
+6% +$95.2K 0.08% 177
2025
Q3 		$1.98M Buy
7,046
+61
+0.9% +$15.5K 0.12% 141
2025
Q2 		$1.53M Sell
6,985
-71
-1% -$11.5K 0.1% 156
2025
Q1 		$987K Sell
7,056
-396
-5% -$64.5K 0.07% 189
2024
Q4 		$1.24M Buy
7,452
+292
+4% +$51.9K 0.09% 159
2024
Q3 		$1.22M Buy
7,160
+208
+3% +$30.1K 0.09% 151
2024
Q2 		$982K Buy
6,952
+19
+0.3% +$2.36K 0.08% 159
2024
Q1 		$871K Sell
6,933
-322
-4% -$36.9K 0.07% 160
2023
Q4 		$765K Buy
7,255
+241
+3% +$26.3K 0.08% 139
2023
Q3 		$743K Buy
7,014
+495
+8% +$57.3K 0.09% 132
2023
Q2 		$776K Buy
6,519
+30
+0.5% +$3.1K 0.09% 126
2023
Q1 		$603K Sell
6,489
-238
-4% -$20.9K 0.07% 141
2022
Q4 		$550K Sell
6,727
-142
-2% -$10.8K 0.07% 142
2022
Q3 		$419K Hold
6,869
– – 0.06% 153
2022
Q2 		$480K Sell
6,869
-26
-0.4% -$1.9K 0.07% 144
2022
Q1 		$570K Sell
6,895
-23
-0.3% -$1.86K 0.07% 137
2021
Q4 		$603K Buy
6,918
+82
+1% +$7.7K 0.08% 135
2021
Q3 		$596K Buy
6,836
+399
+6% +$35.2K 0.11% 101
2021
Q2 		$501K Sell
6,437
-31
-0.5% -$2.43K 0.09% 116
2021
Q1 		$454K Sell
6,468
-69,656
-92% -$4.51M 0.1% 118
2020
Q4 		$4.92M Buy
+76,124
New +$4.53M 0.86% 28

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Berger Financial Group's ORCL Position: Q2 2026 in Review

Berger Financial Group reduced its Oracle (ORCL) stake by 6.2% in Q2 2026, selling an estimated $80.8K and leaving 6,803 shares worth $997K. The position accounts for 0.05% of the portfolio, ranked #214.

Berger Financial Group first reported a position in ORCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.92M in Q4 2020. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Berger Financial Group held 6,803 shares of Oracle worth $997K as of Q2 2026.
  • Berger Financial Group sold 446 Oracle shares in Q2 2026, an estimated $80.8K.
  • Oracle made up 0.05% of Berger Financial Group's portfolio in Q2 2026, its #214 holding.
  • Berger Financial Group first reported a position in Oracle in Q4 2020 and has held it in 23 quarters since.
  • Berger Financial Group's Oracle position peaked at $4.92M in Q4 2020.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.