Birchcreek Wealth Management’s Oracle ORCL Stock Holding History

Birchcreek 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	$722K	Sell	4,909 -34	-0.7%	-$5.53K	0.35%	53
2025 Q4	$963K	Buy	4,943 +164	+3%	+$39K	0.47%	39
2025 Q3	$1.34M	Sell	4,779 -305	-6%	-$77.7K	0.69%	31
2025 Q2	$1.11M	Sell	5,084 -432	-8%	-$69.8K	0.63%	36
2025 Q1	$771K	Buy	5,516 +1,105	+25%	+$180K	0.49%	43
2024 Q4	$735K	Hold	4,411	–	–	0.46%	43
2024 Q3	$752K	Hold	4,411	–	–	0.49%	41
2024 Q2	$623K	Hold	4,411	–	–	0.35%	64
2024 Q1	$554K	Buy	4,411 +106	+2%	+$12.1K	0.29%	76
2023 Q4	$454K	Hold	4,305	–	–	0.27%	83
2023 Q3	$456K	Sell	4,305 -22	-0.5%	-$2.55K	0.31%	78
2023 Q2	$515K	Sell	4,327 -682	-14%	-$70.5K	0.36%	71
2023 Q1	$465K	Buy	5,009 +701	+16%	+$61.5K	0.37%	71
2022 Q4	$352K	Buy	4,308 +95	+2%	+$7.22K	0.31%	81
2022 Q3	$257K	Hold	4,213	–	–	0.24%	98
2022 Q2	$294K	Sell	4,213 -2,087	-33%	-$153K	0.26%	88
2022 Q1	$521K	Sell	6,300 -2,265	-26%	-$183K	0.46%	56
2021 Q4	$747K	Hold	8,565	–	–	0.65%	41
2021 Q3	$746K	Hold	8,565	–	–	0.7%	38
2021 Q2	$667K	Hold	8,565	–	–	0.64%	39
2021 Q1	$601K	Hold	8,565	–	–	0.64%	43
2020 Q4	$554K	Buy	+8,565	New	+$510K	0.54%	46

Other funds holding ORCL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Birchcreek Wealth Management reduced its Oracle (ORCL) stake by 0.69% in Q1 2026, selling an estimated $5.53K and leaving 4,909 shares worth $722K. The position accounts for 0.35% of the portfolio, ranked #53.

Birchcreek Wealth Management first reported a position in ORCL in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.34M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Birchcreek Wealth Management held 4,909 shares of Oracle worth $722K as of Q1 2026.
Birchcreek Wealth Management sold 34 Oracle shares in Q1 2026, an estimated $5.53K.
Oracle made up 0.35% of Birchcreek Wealth Management's portfolio in Q1 2026, its #53 holding.
Birchcreek Wealth Management first reported a position in Oracle in Q4 2020 and has held it in 22 quarters since.
Birchcreek Wealth Management's Oracle position peaked at $1.34M in Q3 2025.
3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Birchcreek Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.