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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
Q2 		$2.25M Buy
15,348
+5,168
+51% +$937K 0.06% 177
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 $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
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

BIP Wealth's ORCL Position: Q2 2026 in Review

BIP Wealth increased its Oracle (ORCL) stake by 51% in Q2 2026, buying an estimated $937K and bringing the position to 15,348 shares worth $2.25M. The position accounts for 0.06% of the portfolio, ranked #177.

BIP Wealth first reported a position in ORCL in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.47M in Q4 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • BIP Wealth held 15,348 shares of Oracle worth $2.25M as of Q2 2026.
  • BIP Wealth bought 5,168 Oracle shares in Q2 2026, an estimated $937K.
  • Oracle made up 0.06% of BIP Wealth's portfolio in Q2 2026, its #177 holding.
  • BIP Wealth first reported a position in Oracle in Q1 2023 and has held it in 14 quarters since.
  • BIP Wealth's Oracle position peaked at $2.47M in Q4 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.