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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BOK Financial Private Wealth's ORCL Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its Oracle (ORCL) stake by 87% in Q1 2026, selling an estimated $391K and leaving 375 shares worth $55.2K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

BOK Financial Private Wealth first reported a position in ORCL in Q4 2019 and has held it in 26 quarters since. The position peaked at $828K in Q4 2021. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • BOK Financial Private Wealth held 375 shares of Oracle worth $55.2K as of Q1 2026.
  • BOK Financial Private Wealth sold 2,403 Oracle shares in Q1 2026, an estimated $391K.
  • Oracle made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q1 2026, its #259 holding.
  • BOK Financial Private Wealth first reported a position in Oracle in Q4 2019 and has held it in 26 quarters since.
  • BOK Financial Private Wealth's Oracle position peaked at $828K in Q4 2021.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.