Birch Capital Management’s Oracle ORCL Stock Holding History

Birch Capital 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 Q3	$509K	Hold	3,707	–	–	0.24%	46
2026 Q2	$543K	Sell	3,707 -589	-14%	-$107K	0.27%	48
2026 Q1	$632K	Hold	4,296	–	–	0.33%	45
2025 Q4	$837K	Hold	4,296	–	–	0.42%	44
2025 Q3	$1.21M	Hold	4,296	–	–	0.62%	39
2025 Q2	$939K	Hold	4,296	–	–	0.48%	42
2025 Q1	$601K	Sell	4,296 -479	-10%	-$78K	0.31%	47
2024 Q4	$796K	Sell	4,775 -962	-17%	-$171K	0.4%	42
2024 Q3	$978K	Hold	5,737	–	–	0.48%	42
2024 Q2	$810K	Sell	5,737 -1,457	-20%	-$181K	0.42%	44
2024 Q1	$904K	Sell	7,194 -440	-6%	-$50.4K	0.47%	44
2023 Q4	$805K	Sell	7,634 -138	-2%	-$15.1K	0.46%	44
2023 Q3	$823K	Hold	7,772	–	–	0.52%	42
2023 Q2	$926K	Sell	7,772 -1,637	-17%	-$169K	0.56%	41
2023 Q1	$874K	Hold	9,409	–	–	0.56%	37
2022 Q4	$769K	Sell	9,409 -198	-2%	-$15K	0.53%	40
2022 Q3	$587K	Hold	9,607	–	–	0.44%	39
2022 Q2	$671K	Hold	9,607	–	–	0.48%	39
2022 Q1	$795K	Hold	9,607	–	–	0.49%	41
2021 Q4	$838K	Hold	9,607	–	–	0.5%	41
2021 Q3	$837K	Hold	9,607	–	–	0.57%	41
2021 Q2	$748K	Hold	9,607	–	–	0.51%	42
2021 Q1	$674K	Hold	9,607	–	–	0.5%	42
2020 Q4	$621K	Sell	9,607 -246	-2%	-$14.6K	0.47%	43
2020 Q3	$588K	Hold	9,853	–	–	0.51%	39
2020 Q2	$545K	Hold	9,853	–	–	0.51%	39
2020 Q1	$476K	Hold	9,853	–	–	0.55%	40
2019 Q4	$522K	Buy	+9,853	New	+$542K	0.51%	42

Other funds holding ORCL

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Birch Capital Management's ORCL Position: Q3 2026 in Review

Birch Capital Management held its Oracle (ORCL) position steady in Q3 2026 at 3,707 shares worth $509K. The position accounts for 0.24% of the portfolio, ranked #46.

Birch Capital Management first reported a position in ORCL in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.21M in Q3 2025. 1,845 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Birch Capital Management held 3,707 shares of Oracle worth $509K as of Q3 2026.
Birch Capital Management left its Oracle share count unchanged in Q3 2026.
Oracle made up 0.24% of Birch Capital Management's portfolio in Q3 2026, its #46 holding.
Birch Capital Management first reported a position in Oracle in Q4 2019 and has held it in 28 quarters since.
Birch Capital Management's Oracle position peaked at $1.21M in Q3 2025.
1,845 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Birch Capital Management's 13F filing for Q3 2026, filed 27 Oct 2026.