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Bernard Wealth Management’s Oracle ORCL Stock Holding History

Bernard Wealth 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
Q2 		$144K Hold
983
– – 0.05% 78
2026
Q1 		$145K Hold
983
– – 0.06% 74
2025
Q4 		$192K Hold
983
– – 0.08% 62
2025
Q3 		$276K Hold
983
– – 0.12% 54
2025
Q2 		$215K Sell
983
-3,023
-75% -$488K 0.1% 60
2025
Q1 		$560K Sell
4,006
-311
-7% -$50.6K 0.27% 39
2024
Q4 		$719K Buy
+4,317
New +$767K 0.34% 38

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

Bernard Wealth Management's ORCL Position: Q2 2026 in Review

Bernard Wealth Management held its Oracle (ORCL) position steady in Q2 2026 at 983 shares worth $144K. The position accounts for 0.05% of the portfolio, ranked #78.

Bernard Wealth Management first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $719K in Q4 2024. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Bernard Wealth Management held 983 shares of Oracle worth $144K as of Q2 2026.
  • Bernard Wealth Management left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.05% of Bernard Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Bernard Wealth Management first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Oracle position peaked at $719K in Q4 2024.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.