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Berkshire Asset Management’s Oracle ORCL Stock Holding History

Berkshire Asset Management’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 		$2.35M Sell
15,957
-4,565
-22% -$742K 0.1% 94
2025
Q4 		$4M Sell
20,522
-931
-4% -$222K 0.18% 74
2025
Q3 		$6.03M Buy
21,453
+372
+2% +$94.7K 0.26% 65
2025
Q2 		$4.61M Hold
21,081
– – 0.21% 69
2025
Q1 		$3.17M Sell
21,081
-623
-3% -$101K 0.15% 81
2024
Q4 		$3.98M Sell
21,704
-1,424
-6% -$253K 0.19% 75
2024
Q3 		$3.27M Hold
23,128
– – 0.17% 78
2024
Q2 		$3.27M Buy
23,128
+2,293
+11% +$285K 0.16% 79
2024
Q1 		$2.62M Sell
20,835
-66
-0.3% -$7.55K 0.14% 80
2023
Q4 		$2.2M Hold
20,901
– – 0.13% 81
2023
Q3 		$2.21M Sell
20,901
-86
-0.4% -$9.96K 0.14% 77
2023
Q2 		$2.5M Sell
20,987
-1,147
-5% -$119K 0.15% 73
2023
Q1 		$2.06M Sell
22,134
-696
-3% -$61K 0.13% 81
2022
Q4 		$1.87M Hold
22,830
– – 0.12% 78
2022
Q3 		$1.39M Sell
22,830
-1,072
-4% -$78.5K 0.1% 89
2022
Q2 		$1.67M Buy
23,902
+877
+4% +$64.2K 0.11% 87
2022
Q1 		$1.91M Sell
23,025
-402
-2% -$32.6K 0.12% 77
2021
Q4 		$2.04M Sell
23,427
-925
-4% -$86.8K 0.12% 84
2021
Q3 		$2.12M Buy
24,352
+1,915
+9% +$169K 0.14% 83
2021
Q2 		$1.75M Sell
22,437
-971
-4% -$76K 0.12% 93
2021
Q1 		$1.64M Sell
23,408
-428
-2% -$27.7K 0.12% 86
2020
Q4 		$1.54M Buy
23,836
+3,912
+20% +$233K 0.12% 92
2020
Q3 		$1.19M Hold
19,924
– – 0.11% 82
2020
Q2 		$1.1M Sell
19,924
-3,170
-14% -$168K 0.1% 85
2020
Q1 		$1.12M Buy
23,094
+1,195
+5% +$61.7K 0.12% 98
2019
Q4 		$1.16M Hold
21,899
– – 0.1% 95
2019
Q3 		$1.21M Sell
21,899
-1,362
-6% -$75.2K 0.1% 103
2019
Q2 		$1.32M Sell
23,261
-4,008
-15% -$217K 0.11% 93
2019
Q1 		$1.47M Sell
27,269
-600
-2% -$30.6K 0.12% 94
2018
Q4 		$1.26M Buy
27,869
+64
+0.2% +$3.07K 0.12% 97
2018
Q3 		$1.43M Hold
27,805
– – 0.12% 95
2018
Q2 		$1.23M Sell
27,805
-3,096
-10% -$143K 0.11% 95
2018
Q1 		$1.41M Hold
30,901
– – 0.14% 91
2017
Q4 		$1.46M Buy
30,901
+1,207
+4% +$59.2K 0.14% 91
2017
Q3 		$1.44M Hold
29,694
– – 0.16% 81
2017
Q2 		$1.49M Hold
29,694
– – 0.17% 83
2017
Q1 		$1.32M Buy
29,694
+4,165
+16% +$173K 0.16% 86
2016
Q4 		$982K Sell
25,529
-72,194
-74% -$2.82M 0.13% 92
2016
Q3 		$3.84M Buy
97,723
+23,234
+31% +$947K 0.55% 51
2016
Q2 		$3.05M Buy
74,489
+49,711
+201% +$1.99M 0.46% 56
2016
Q1 		$1.01M Sell
24,778
-326
-1% -$12.1K 0.16% 85
2015
Q4 		$917K Sell
25,104
-2,850
-10% -$109K 0.15% 84
2015
Q3 		$1.01M Buy
27,954
+3,000
+12% +$115K 0.18% 82
2015
Q2 		$1.01M Buy
24,954
+133
+0.5% +$5.77K 0.17% 84
2015
Q1 		$1.07M Buy
24,821
+3,986
+19% +$173K 0.18% 82
2014
Q4 		$937K Sell
20,835
-870
-4% -$35.4K 0.16% 88
2014
Q3 		$831K Sell
21,705
-2,269
-9% -$91.9K 0.15% 89
2014
Q2 		$972K Buy
23,974
+1,060
+5% +$43.6K 0.18% 85
2014
Q1 		$937K Sell
22,914
-245
-1% -$9.33K 0.18% 82
2013
Q4 		$886K Buy
23,159
+11,546
+99% +$397K 0.17% 87
2013
Q3 		$385K Buy
11,613
+4,744
+69% +$154K 0.09% 106
2013
Q2 		$211K Buy
+6,869
New +$228K 0.06% 115

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

Berkshire Asset Management's ORCL Position: Q1 2026 in Review

Berkshire Asset Management reduced its Oracle (ORCL) stake by 22% in Q1 2026, selling an estimated $742K and leaving 15,957 shares worth $2.35M. The position accounts for 0.1% of the portfolio, ranked #94.

Berkshire Asset Management first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.03M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Berkshire Asset Management held 15,957 shares of Oracle worth $2.35M as of Q1 2026.
  • Berkshire Asset Management sold 4,565 Oracle shares in Q1 2026, an estimated $742K.
  • Oracle made up 0.1% of Berkshire Asset Management's portfolio in Q1 2026, its #94 holding.
  • Berkshire Asset Management first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • Berkshire Asset Management's Oracle position peaked at $6.03M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.