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Berkeley Inc’s Oracle ORCL Stock Holding History

Berkeley Inc’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 		$256K Sell
1,743
-163
-9% -$26.5K 0.09% 73
2025
Q4 		$371K Sell
1,906
-107
-5% -$25.5K 0.12% 64
2025
Q3 		$566K Sell
2,013
-120
-6% -$30.6K 0.18% 55
2025
Q2 		$466K Hold
2,133
– – 0.17% 60
2025
Q1 		$298K Hold
2,133
– – 0.14% 61
2024
Q4 		$355K Sell
2,133
-2,133
-50% -$379K 0.18% 54
2024
Q3 		$727K Buy
4,266
+1,843
+76% +$267K 0.21% 54
2024
Q2 		$342K Hold
2,423
– – 0.21% 51
2024
Q1 		$304K Hold
2,423
– – 0.18% 55
2023
Q4 		$255K Sell
2,423
-225
-8% -$24.6K 0.16% 62
2023
Q3 		$280K Hold
2,648
– – 0.19% 65
2023
Q2 		$315K Sell
2,648
-225
-8% -$23.3K 0.21% 65
2023
Q1 		$267K Hold
2,873
– – 0.19% 66
2022
Q4 		$235K Sell
2,873
-450
-14% -$34.2K 0.18% 71
2022
Q3 		$203K Hold
3,323
– – 0.17% 75
2022
Q2 		$232K Sell
3,323
-943
-22% -$69K 0.19% 75
2022
Q1 		$353K Buy
4,266
+1,843
+76% +$149K 0.25% 72
2021
Q4 		$211K Hold
2,423
– – 0.14% 89
2021
Q3 		$211K Buy
+2,423
New +$214K 0.16% 83
2021
Q2 		– Sell
-2,923
Closed -$205K – 88
2021
Q1 		$205K Buy
+2,923
New +$189K 0.15% 79

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

Berkeley Inc's ORCL Position: Q1 2026 in Review

Berkeley Inc reduced its Oracle (ORCL) stake by 8.6% in Q1 2026, selling an estimated $26.5K and leaving 1,743 shares worth $256K. The position accounts for 0.09% of the portfolio, ranked #73.

Berkeley Inc first reported a position in ORCL in Q1 2021 and has held it in 20 quarters since. The position peaked at $727K in Q3 2024. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Berkeley Inc held 1,743 shares of Oracle worth $256K as of Q1 2026.
  • Berkeley Inc sold 163 Oracle shares in Q1 2026, an estimated $26.5K.
  • Oracle made up 0.09% of Berkeley Inc's portfolio in Q1 2026, its #73 holding.
  • Berkeley Inc first reported a position in Oracle in Q1 2021 and has held it in 20 quarters since.
  • Berkeley Inc's Oracle position peaked at $727K in Q3 2024.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Berkeley Inc's 13F filing for Q1 2026, filed 24 Apr 2026.