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Bernardo Wealth Planning’s Oracle ORCL Stock Holding History

Bernardo Wealth Planning’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 		$291K Buy
1,984
+286
+17% +$51.8K 0.05% 110
2026
Q1 		$250K Buy
1,698
+161
+10% +$26.2K 0.05% 106
2025
Q4 		$300K Buy
1,537
+323
+27% +$76.9K 0.06% 101
2025
Q3 		$341K Buy
1,214
+4
+0.3% +$1.02K 0.07% 92
2025
Q2 		$265K Buy
+1,210
New +$195K 0.06% 98

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

Bernardo Wealth Planning's ORCL Position: Q2 2026 in Review

Bernardo Wealth Planning increased its Oracle (ORCL) stake by 17% in Q2 2026, buying an estimated $51.8K and bringing the position to 1,984 shares worth $291K. The position accounts for 0.05% of the portfolio, ranked #110.

Bernardo Wealth Planning first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $341K in Q3 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Bernardo Wealth Planning held 1,984 shares of Oracle worth $291K as of Q2 2026.
  • Bernardo Wealth Planning bought 286 Oracle shares in Q2 2026, an estimated $51.8K.
  • Oracle made up 0.05% of Bernardo Wealth Planning's portfolio in Q2 2026, its #110 holding.
  • Bernardo Wealth Planning first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Bernardo Wealth Planning's Oracle position peaked at $341K in Q3 2025.
  • 3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.