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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
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 $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

Bernard Wealth Management's ORCL Position: Q1 2026 in Review

Bernard Wealth Management held its Oracle (ORCL) position steady in Q1 2026 at 983 shares worth $145K. The position accounts for 0.06% of the portfolio, ranked #74.

Bernard Wealth Management first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $719K in Q4 2024. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Bernard Wealth Management held 983 shares of Oracle worth $145K as of Q1 2026.
  • Bernard Wealth Management left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.06% of Bernard Wealth Management's portfolio in Q1 2026, its #74 holding.
  • Bernard Wealth Management first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Bernard Wealth Management's Oracle position peaked at $719K in Q4 2024.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.