BOK Financial Private Wealth
ORCL icon

BOK Financial Private Wealth’s Oracle ORCL Stock Holding History

BOK Financial Private Wealth’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 		$38K Sell
277
-179
-39% -$25.3K ﹤0.01% 277
2026
Q2 		$66.8K Buy
456
+81
+22% +$14.7K ﹤0.01% 258
2026
Q1 		$55.2K Sell
375
-2,403
-87% -$391K ﹤0.01% 259
2025
Q4 		$541K Buy
2,778
+1,479
+114% +$352K 0.03% 122
2025
Q3 		$365K Buy
1,299
+69
+6% +$17.6K 0.02% 142
2025
Q2 		$269K Sell
1,230
-218
-15% -$35.2K 0.02% 154
2025
Q1 		$202K Buy
1,448
+189
+15% +$30.8K 0.02% 173
2024
Q4 		$210K Buy
1,259
+29
+2% +$5.15K 0.02% 171
2024
Q3 		$210K Buy
1,230
+61
+5% +$8.84K 0.02% 168
2024
Q2 		$165K Hold
1,169
– – 0.01% 176
2024
Q1 		$147K Buy
1,169
+798
+215% +$91.3K 0.01% 184
2023
Q4 		$39.1K Buy
371
+216
+139% +$23.6K ﹤0.01% 270
2023
Q3 		$16.4K Hold
155
– – ﹤0.01% 300
2023
Q2 		$18.5K Hold
155
– – ﹤0.01% 290
2023
Q1 		$14.4K Hold
155
– – ﹤0.01% 327
2022
Q4 		$12.7K Hold
155
– – ﹤0.01% 314
2022
Q3 		$9K Hold
155
– – ﹤0.01% 332
2022
Q2 		$11K Sell
155
-7,764
-98% -$568K ﹤0.01% 335
2022
Q1 		$655K Sell
7,919
-1,581
-17% -$128K 0.05% 156
2021
Q4 		$828K Buy
9,500
+639
+7% +$60K 0.06% 136
2021
Q3 		$772K Buy
8,861
+233
+3% +$20.6K 0.06% 129
2021
Q2 		$672K Buy
8,628
+55
+0.6% +$4.3K 0.05% 129
2021
Q1 		$602K Buy
8,573
+205
+2% +$13.3K 0.05% 123
2020
Q4 		$541K Buy
8,368
+594
+8% +$35.4K 0.05% 119
2020
Q3 		$464K Sell
7,774
-467
-6% -$26.5K 0.05% 121
2020
Q2 		$455K Buy
8,241
+908
+12% +$48.1K 0.05% 120
2020
Q1 		$354K Sell
7,333
-1,588
-18% -$82K 0.04% 143
2019
Q4 		$473K Buy
+8,921
New +$491K 0.04% 129

Other funds holding ORCL

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

BOK Financial Private Wealth's ORCL Position: Q3 2026 in Review

BOK Financial Private Wealth reduced its Oracle (ORCL) stake by 39% in Q3 2026, selling an estimated $25.3K and leaving 277 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #277.

BOK Financial Private Wealth first reported a position in ORCL in Q4 2019 and has held it in 28 quarters since. The position peaked at $828K in Q4 2021. 2,853 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • BOK Financial Private Wealth held 277 shares of Oracle worth $38K as of Q3 2026.
  • BOK Financial Private Wealth sold 179 Oracle shares in Q3 2026, an estimated $25.3K.
  • Oracle made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q3 2026, its #277 holding.
  • BOK Financial Private Wealth first reported a position in Oracle in Q4 2019 and has held it in 28 quarters since.
  • BOK Financial Private Wealth's Oracle position peaked at $828K in Q4 2021.
  • 2,853 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on BOK Financial Private Wealth's 13F filing for Q3 2026, filed 13 Nov 2026.