Burk Holdings’s Oracle ORCL Stock Holding History

Burk Holdings’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	$16K	Hold	109	–	–	0.01%	223
2026 Q1	$16K	Buy	+109	New	+$17.7K	0.01%	219

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Burk Holdings's ORCL Position: Q2 2026 in Review

Burk Holdings held its Oracle (ORCL) position steady in Q2 2026 at 109 shares worth $16K. The position accounts for 0.01% of the portfolio, ranked #223.

Burk Holdings first reported a position in ORCL in Q1 2026 and has held it in 2 quarters since. The position peaked at $16K in Q1 2026. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Burk Holdings held 109 shares of Oracle worth $16K as of Q2 2026.
Burk Holdings left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.01% of Burk Holdings's portfolio in Q2 2026, its #223 holding.
Burk Holdings first reported a position in Oracle in Q1 2026 and has held it in 2 quarters since.
Burk Holdings's Oracle position peaked at $16K in Q1 2026.
3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.