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Berman McAleer’s Oracle ORCL Stock Holding History

Berman McAleer’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 		$440K Buy
3,002
+92
+3% +$16.7K 0.05% 111
2026
Q1 		$428K Sell
2,910
-58
-2% -$9.43K 0.06% 103
2025
Q4 		$578K Sell
2,968
-250
-8% -$59.5K 0.08% 87
2025
Q3 		$905K Buy
+3,218
New +$819K 0.13% 59

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Berman McAleer's ORCL Position: Q2 2026 in Review

Berman McAleer increased its Oracle (ORCL) stake by 3.2% in Q2 2026, buying an estimated $16.7K and bringing the position to 3,002 shares worth $440K. The position accounts for 0.05% of the portfolio, ranked #111.

Berman McAleer first reported a position in ORCL in Q3 2025 and has held it in 4 quarters since. The position peaked at $905K in Q3 2025. 3,499 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Berman McAleer held 3,002 shares of Oracle worth $440K as of Q2 2026.
  • Berman McAleer bought 92 Oracle shares in Q2 2026, an estimated $16.7K.
  • Oracle made up 0.05% of Berman McAleer's portfolio in Q2 2026, its #111 holding.
  • Berman McAleer first reported a position in Oracle in Q3 2025 and has held it in 4 quarters since.
  • Berman McAleer's Oracle position peaked at $905K in Q3 2025.
  • 3,499 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Berman McAleer's 13F filing for Q2 2026, filed 16 Jul 2026.