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 Q2	$257K	Buy	1,757 +14	+0.8%	+$2.54K	0.08%	77
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

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

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Berkeley Inc's ORCL Position: Q2 2026 in Review

Berkeley Inc increased its Oracle (ORCL) stake by 0.8% in Q2 2026, buying an estimated $2.54K and bringing the position to 1,757 shares worth $257K. The position accounts for 0.08% of the portfolio, ranked #77.

Berkeley Inc first reported a position in ORCL in Q1 2021 and has held it in 21 quarters since. The position peaked at $727K in Q3 2024. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Berkeley Inc held 1,757 shares of Oracle worth $257K as of Q2 2026.
Berkeley Inc bought 14 Oracle shares in Q2 2026, an estimated $2.54K.
Oracle made up 0.08% of Berkeley Inc's portfolio in Q2 2026, its #77 holding.
Berkeley Inc first reported a position in Oracle in Q1 2021 and has held it in 21 quarters since.
Berkeley Inc's Oracle position peaked at $727K in Q3 2024.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Berkeley Inc's 13F filing for Q2 2026, filed 24 Jul 2026.