Bluesphere Advisors’s Oracle ORCL Stock Holding History

Bluesphere Advisors’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	–	Sell	-1,931	Closed	-$376K	–	125
2025 Q4	$376K	Hold	1,931	–	–	0.17%	67
2025 Q3	$543K	Buy	1,931 +96	+5%	+$24.4K	0.25%	50
2025 Q2	$401K	Hold	1,835	–	–	0.2%	61
2025 Q1	$257K	Sell	1,835 -3,945	-68%	-$642K	0.15%	76
2024 Q4	$963K	Hold	5,780	–	–	0.47%	32
2024 Q3	$985K	Buy	5,780 +2,665	+86%	+$386K	0.49%	31
2024 Q2	$440K	Hold	3,115	–	–	0.22%	58
2024 Q1	$391K	Hold	3,115	–	–	0.22%	62
2023 Q4	$328K	Hold	3,115	–	–	0.2%	65
2023 Q3	$330K	Hold	3,115	–	–	0.24%	53
2023 Q2	$371K	Hold	3,115	–	–	0.26%	55
2023 Q1	$289K	Hold	3,115	–	–	0.24%	60
2022 Q4	$255K	Buy	+3,115	New	+$237K	0.23%	70
2022 Q3	–	Sell	-3,115	Closed	-$218K	–	77
2022 Q2	$218K	Hold	3,115	–	–	0.21%	77
2022 Q1	$258K	Hold	3,115	–	–	0.22%	77
2021 Q4	$272K	Hold	3,115	–	–	0.23%	73
2021 Q3	$271K	Hold	3,115	–	–	0.26%	66
2021 Q2	$242K	Hold	3,115	–	–	0.21%	78
2021 Q1	$219K	Hold	3,115	–	–	0.2%	87
2020 Q4	$201K	Buy	+3,115	New	+$185K	0.22%	82

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

Bluesphere Advisors's ORCL Position: Q1 2026 in Review

Bluesphere Advisors sold out of Oracle (ORCL) in Q1 2026, closing a stake of 1,931 shares — an estimated $376K sold.

Bluesphere Advisors first reported a position in ORCL in Q4 2020 and held it in 20 quarters. The position peaked at $985K in Q3 2024. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

Bluesphere Advisors reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
Bluesphere Advisors sold 1,931 Oracle shares in Q1 2026, an estimated $376K.
Bluesphere Advisors first reported a position in Oracle in Q4 2020 and held it in 20 quarters.
Bluesphere Advisors's Oracle position peaked at $985K in Q3 2024.
3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Bluesphere Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.