BridgePort Financial Solutions
ORCL icon

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
Q3 		– Sell
-1,503
Closed -$220K – 270
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

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
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
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BridgePort Financial Solutions's ORCL Position: Q3 2026 in Review

BridgePort Financial Solutions sold out of Oracle (ORCL) in Q3 2026, closing a stake of 1,503 shares — an estimated $220K sold.

BridgePort Financial Solutions first reported a position in ORCL in Q3 2025 and held it in 3 quarters. The position peaked at $281K in Q3 2025. 2,691 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • BridgePort Financial Solutions reported no remaining Oracle position as of Q3 2026 after selling out during the quarter.
  • BridgePort Financial Solutions sold 1,503 Oracle shares in Q3 2026, an estimated $220K.
  • BridgePort Financial Solutions first reported a position in Oracle in Q3 2025 and held it in 3 quarters.
  • BridgePort Financial Solutions's Oracle position peaked at $281K in Q3 2025.
  • 2,691 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on BridgePort Financial Solutions's 13F filing for Q3 2026, filed 2 Nov 2026.