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Birchwood Financial Partners’s Oracle ORCL Stock Holding History

Birchwood Financial Partners’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 		$442K Hold
3,018
– – 0.36% 58
2026
Q1 		$444K Hold
3,018
– – 0.43% 55
2025
Q4 		$588K Buy
+3,018
New +$719K 0.58% 40

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 $3.37T AUM 44.26% 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

Birchwood Financial Partners's ORCL Position: Q2 2026 in Review

Birchwood Financial Partners held its Oracle (ORCL) position steady in Q2 2026 at 3,018 shares worth $442K. The position accounts for 0.36% of the portfolio, ranked #58.

Birchwood Financial Partners first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $588K in Q4 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Birchwood Financial Partners held 3,018 shares of Oracle worth $442K as of Q2 2026.
  • Birchwood Financial Partners left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.36% of Birchwood Financial Partners's portfolio in Q2 2026, its #58 holding.
  • Birchwood Financial Partners first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Oracle position peaked at $588K in Q4 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.