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BIP Wealth’s Oracle ORCL Stock Holding History

BIP Wealth’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 		$1.5M Sell
10,180
-2,473
-20% -$402K 0.06% 158
2025
Q4 		$2.47M Buy
12,653
+4,050
+47% +$964K 0.09% 135
2025
Q3 		$2.42M Buy
8,603
+543
+7% +$138K 0.12% 79
2025
Q2 		$1.76M Buy
8,060
+385
+5% +$62.2K 0.11% 75
2025
Q1 		$1.07M Sell
7,675
-126
-2% -$20.5K 0.07% 94
2024
Q4 		$1.3M Sell
7,801
-391
-5% -$69.5K 0.09% 86
2024
Q3 		$1.4M Sell
8,192
-26
-0.3% -$3.77K 0.1% 75
2024
Q2 		$1.16M Sell
8,218
-285
-3% -$35.4K 0.1% 72
2024
Q1 		$1.07M Buy
8,503
+2,134
+34% +$244K 0.08% 83
2023
Q4 		$672K Buy
6,369
+123
+2% +$13.4K 0.05% 94
2023
Q3 		$662K Buy
6,246
+2,894
+86% +$335K 0.06% 90
2023
Q2 		$399K Sell
3,352
-129
-4% -$13.3K 0.03% 120
2023
Q1 		$323K Buy
+3,481
New +$305K 0.04% 139

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

BIP Wealth's ORCL Position: Q1 2026 in Review

BIP Wealth reduced its Oracle (ORCL) stake by 20% in Q1 2026, selling an estimated $402K and leaving 10,180 shares worth $1.5M. The position accounts for 0.06% of the portfolio, ranked #158.

BIP Wealth first reported a position in ORCL in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.47M in Q4 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • BIP Wealth held 10,180 shares of Oracle worth $1.5M as of Q1 2026.
  • BIP Wealth sold 2,473 Oracle shares in Q1 2026, an estimated $402K.
  • Oracle made up 0.06% of BIP Wealth's portfolio in Q1 2026, its #158 holding.
  • BIP Wealth first reported a position in Oracle in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's Oracle position peaked at $2.47M in Q4 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.