BCPWM
ORCL icon

Bradley & Co Private Wealth Management’s Oracle ORCL Stock Holding History

Bradley & Co Private Wealth Management’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 		$11K Hold
75
– – 0.01% 132
2025
Q4 		$14.6K Hold
75
– – 0.01% 126
2025
Q3 		$21.1K Buy
75
+35
+88% +$8.91K 0.01% 104
2025
Q2 		$8.74K Hold
40
– – 0.01% 125
2025
Q1 		$5.59K Buy
+40
New +$6.51K ﹤0.01% 133

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

Bradley & Co Private Wealth Management's ORCL Position: Q1 2026 in Review

Bradley & Co Private Wealth Management held its Oracle (ORCL) position steady in Q1 2026 at 75 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #132.

Bradley & Co Private Wealth Management first reported a position in ORCL in Q1 2025 and has held it in 5 quarters since. The position peaked at $21.1K in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Bradley & Co Private Wealth Management held 75 shares of Oracle worth $11K as of Q1 2026.
  • Bradley & Co Private Wealth Management left its Oracle share count unchanged in Q1 2026.
  • Oracle made up 0.01% of Bradley & Co Private Wealth Management's portfolio in Q1 2026, its #132 holding.
  • Bradley & Co Private Wealth Management first reported a position in Oracle in Q1 2025 and has held it in 5 quarters since.
  • Bradley & Co Private Wealth Management's Oracle position peaked at $21.1K in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.