BFG
ORCL icon

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
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 $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

Berger Financial Group's ORCL Position: Q1 2026 in Review

Berger Financial Group reduced its Oracle (ORCL) stake by 2.6% in Q1 2026, selling an estimated $32K and leaving 7,249 shares worth $1.07M. The position accounts for 0.06% of the portfolio, ranked #201.

Berger Financial Group first reported a position in ORCL in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.92M in Q4 2020. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Berger Financial Group held 7,249 shares of Oracle worth $1.07M as of Q1 2026.
  • Berger Financial Group sold 197 Oracle shares in Q1 2026, an estimated $32K.
  • Oracle made up 0.06% of Berger Financial Group's portfolio in Q1 2026, its #201 holding.
  • Berger Financial Group first reported a position in Oracle in Q4 2020 and has held it in 22 quarters since.
  • Berger Financial Group's Oracle position peaked at $4.92M in Q4 2020.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Berger Financial Group's 13F filing for Q1 2026, filed 28 Apr 2026.