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BridgePort Financial Solutions’s Oracle ORCL Stock Holding History

BridgePort Financial Solutions’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
Q2 		$220K Buy
+1,503
New +$272K 0.06% 222
2026
Q1 		– Sell
-1,140
Closed -$222K – 248
2025
Q4 		$222K Buy
1,140
+142
+14% +$33.8K 0.06% 222
2025
Q3 		$281K Buy
+998
New +$254K 0.08% 186

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BridgePort Financial Solutions's ORCL Position: Q2 2026 in Review

BridgePort Financial Solutions opened a new position in Oracle (ORCL) in Q2 2026: 1,503 shares worth $220K. The stake represents 0.06% of the portfolio and ranks #222 among its holdings. This is a return to the name: BridgePort Financial Solutions previously reported a position in ORCL as recently as Q4 2025.

BridgePort Financial Solutions first reported a position in ORCL in Q3 2025 and has held it in 3 quarters since. The position peaked at $281K in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • BridgePort Financial Solutions held 1,503 shares of Oracle worth $220K as of Q2 2026.
  • Oracle was a new BridgePort Financial Solutions position in Q2 2026.
  • Oracle made up 0.06% of BridgePort Financial Solutions's portfolio in Q2 2026, its #222 holding.
  • BridgePort Financial Solutions first reported a position in Oracle in Q3 2025 and has held it in 3 quarters since.
  • BridgePort Financial Solutions's Oracle position peaked at $281K in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.