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Bleakley Financial Group’s Oracle ORCL Stock Holding History

Bleakley Financial Group’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 		$9.62M Buy
65,610
+4,429
+7% +$803K 0.12% 131
2026
Q1 		$9M Buy
61,181
+9,625
+19% +$1.56M 0.14% 118
2025
Q4 		$10M Buy
51,556
+4,426
+9% +$1.05M 0.17% 98
2025
Q3 		$13.3M Buy
47,130
+1,154
+3% +$294K 0.31% 64
2025
Q2 		$10.1M Buy
45,976
+1,966
+4% +$317K 0.26% 74
2025
Q1 		$6.15M Buy
44,010
+3,762
+9% +$612K 0.2% 101
2024
Q4 		$6.71M Sell
40,248
-7
-0% -$1.24K 0.2% 84
2024
Q3 		$6.86M Buy
40,255
+1,242
+3% +$180K 0.21% 82
2024
Q2 		$5.51M Sell
39,013
-60
-0.2% -$7.45K 0.16% 123
2024
Q1 		$4.91M Sell
39,073
-13
-0% -$1.49K 0.14% 143
2023
Q4 		$4.12M Sell
39,086
-379
-1% -$41.4K 0.13% 147
2023
Q3 		$4.18M Sell
39,465
-2,940
-7% -$340K 0.15% 127
2023
Q2 		$5.05M Buy
42,405
+628
+2% +$64.9K 0.16% 117
2023
Q1 		$3.88M Buy
41,777
+619
+2% +$54.3K 0.13% 151
2022
Q4 		$3.36M Buy
+41,158
New +$3.13M 0.12% 163

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

Bleakley Financial Group's ORCL Position: Q2 2026 in Review

Bleakley Financial Group increased its Oracle (ORCL) stake by 7.2% in Q2 2026, buying an estimated $803K and bringing the position to 65,610 shares worth $9.62M. The position accounts for 0.12% of the portfolio, ranked #131.

Bleakley Financial Group first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.3M in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Bleakley Financial Group held 65,610 shares of Oracle worth $9.62M as of Q2 2026.
  • Bleakley Financial Group bought 4,429 Oracle shares in Q2 2026, an estimated $803K.
  • Oracle made up 0.12% of Bleakley Financial Group's portfolio in Q2 2026, its #131 holding.
  • Bleakley Financial Group first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • Bleakley Financial Group's Oracle position peaked at $13.3M in Q3 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.