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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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

BigSur Wealth Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,370 shares — an estimated $267K sold.

BigSur Wealth Management first reported a position in ORCL in Q2 2023 and held it in 10 quarters. The position peaked at $371K in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • BigSur Wealth Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • BigSur Wealth Management sold 1,370 Oracle shares in Q1 2026, an estimated $267K.
  • BigSur Wealth Management first reported a position in Oracle in Q2 2023 and held it in 10 quarters.
  • BigSur Wealth Management's Oracle position peaked at $371K in Q3 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on BigSur Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.