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Bernicke Wealth Management’s Oracle ORCL Stock Holding History

Bernicke 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 		$789K Sell
5,387
-189
-3% -$34.3K 0.09% 63
2026
Q1 		$820K Buy
5,576
+25
+0.5% +$4.06K 0.11% 57
2025
Q4 		$1.08M Buy
+5,551
New +$1.32M 0.14% 46

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Bernicke Wealth Management reduced its Oracle (ORCL) stake by 3.4% in Q2 2026, selling an estimated $34.3K and leaving 5,387 shares worth $789K. The position accounts for 0.09% of the portfolio, ranked #63.

Bernicke Wealth Management first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.08M in Q4 2025. 3,015 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Bernicke Wealth Management held 5,387 shares of Oracle worth $789K as of Q2 2026.
  • Bernicke Wealth Management sold 189 Oracle shares in Q2 2026, an estimated $34.3K.
  • Oracle made up 0.09% of Bernicke Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Bernicke Wealth Management first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Bernicke Wealth Management's Oracle position peaked at $1.08M in Q4 2025.
  • 3,015 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Bernicke Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.