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Bordeaux Wealth Advisors’s Oracle ORCL Stock Holding History

Bordeaux Wealth 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
2025
Q2 		$4.21M Buy
19,269
+12,169
+171% +$1.97M 0.54% 24
2025
Q1 		$993K Sell
7,100
-163
-2% -$26.5K 0.18% 54
2024
Q4 		$1.21M Buy
7,263
+37
+0.5% +$6.57K 0.19% 50
2024
Q3 		$1.23M Buy
7,226
+1,082
+18% +$157K 0.22% 50
2024
Q2 		$868K Buy
6,144
+96
+2% +$11.9K 0.17% 57
2024
Q1 		$760K Buy
6,048
+268
+5% +$30.7K 0.25% 44
2023
Q4 		$609K Buy
5,780
+141
+3% +$15.4K 0.21% 54
2023
Q3 		$597K Sell
5,639
-412
-7% -$47.7K 0.24% 49
2023
Q2 		$721K Buy
6,051
+683
+13% +$70.6K 0.3% 40
2023
Q1 		$499K Buy
5,368
+145
+3% +$12.7K 0.26% 56
2022
Q4 		$427K Sell
5,223
-409
-7% -$31.1K 0.23% 57
2022
Q3 		$344K Sell
5,632
-410
-7% -$30K 0.22% 61
2022
Q2 		$422K Sell
6,042
-1,130
-16% -$82.7K 0.29% 53
2022
Q1 		$593K Buy
7,172
+1,264
+21% +$102K 0.32% 52
2021
Q4 		$515K Buy
5,908
+563
+11% +$52.9K 0.24% 60
2021
Q3 		$466K Buy
5,345
+975
+22% +$86.1K 0.26% 55
2021
Q2 		$340K Hold
4,370
– – 0.2% 62
2021
Q1 		$307K Sell
4,370
-7,101
-62% -$460K 0.21% 55
2020
Q4 		$742K Buy
+11,471
New +$683K 0.56% 28

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bordeaux Wealth Advisors's ORCL Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Oracle (ORCL) stake by 171% in Q2 2025, buying an estimated $1.97M and bringing the position to 19,269 shares worth $4.21M. The position accounts for 0.54% of the portfolio, ranked #24.

Bordeaux Wealth Advisors first reported a position in ORCL in Q4 2020 and has held it in 19 quarters since. 3,617 funds tracked by Wall St. Rank hold ORCL as of Q2 2025.

  • Bordeaux Wealth Advisors held 19,269 shares of Oracle worth $4.21M as of Q2 2025.
  • Bordeaux Wealth Advisors bought 12,169 Oracle shares in Q2 2025, an estimated $1.97M.
  • Oracle made up 0.54% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #24 holding.
  • Bordeaux Wealth Advisors first reported a position in Oracle in Q4 2020 and has held it in 19 quarters since.
  • 3,617 funds tracked by Wall St. Rank held Oracle as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.