Berkeley Capital Partners’s Oracle ORCL Stock Holding History

Berkeley Capital Partners’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
2025 Q4	–	Sell	-775	Closed	-$218K	–	200
2025 Q3	$218K	Buy	+775	New	+$197K	0.05%	172
2016 Q3	–	Sell	-5,450	Closed	-$223K	–	117
2016 Q2	$223K	Sell	5,450 -1,950	-26%	-$77.9K	0.16%	104
2016 Q1	$303K	Sell	7,400 -1,082	-13%	-$40K	0.22%	81
2015 Q4	$310K	Buy	+8,482	New	+$324K	0.25%	74

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Berkeley Capital Partners's ORCL Position: Q4 2025 in Review

Berkeley Capital Partners sold out of Oracle (ORCL) in Q4 2025, closing a stake of 775 shares — an estimated $218K sold.

Berkeley Capital Partners first reported a position in ORCL in Q4 2015 and held it in 4 quarters. The position peaked at $310K in Q4 2015. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Berkeley Capital Partners reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Berkeley Capital Partners sold 775 Oracle shares in Q4 2025, an estimated $218K.
Berkeley Capital Partners first reported a position in Oracle in Q4 2015 and held it in 4 quarters.
Berkeley Capital Partners's Oracle position peaked at $310K in Q4 2015.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Berkeley Capital Partners's 13F filing for Q4 2025, filed 5 Feb 2026.