BWM
ORCL icon

BigSur Wealth Management’s Oracle ORCL Stock Holding History

BigSur 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 		– Sell
-1,370
Closed -$267K – 171
2025
Q4 		$267K Buy
1,370
+51
+4% +$12.1K 0.06% 140
2025
Q3 		$371K Sell
1,319
-109
-8% -$27.8K 0.09% 128
2025
Q2 		$312K Sell
1,428
-95
-6% -$15.3K 0.08% 131
2025
Q1 		$213K Buy
1,523
+110
+8% +$17.9K 0.06% 142
2024
Q4 		$235K Sell
1,413
-201
-12% -$35.7K 0.07% 136
2024
Q3 		$275K Sell
1,614
-75
-4% -$10.9K 0.08% 133
2024
Q2 		$238K Sell
1,689
-298
-15% -$37K 0.07% 135
2024
Q1 		$250K Hold
1,987
– – 0.08% 132
2023
Q4 		$209K Buy
+1,987
New +$217K 0.1% 104
2023
Q3 		– Sell
-1,888
Closed -$225K – 122
2023
Q2 		$225K Buy
+1,888
New +$195K 0.11% 104

Other funds holding ORCL

BlackRock
BlackRock New York $5.7T 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 $1.47T 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