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Burling Wealth Partners’s Oracle ORCL Stock Holding History

Burling Wealth Partners’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 		$1.46M Sell
9,935
-1,766
-15% -$287K 0.24% 81
2025
Q4 		$2.28M Sell
11,701
-251
-2% -$59.8K 0.35% 65
2025
Q3 		$3.36M Sell
11,952
-265
-2% -$67.5K 0.56% 49
2025
Q2 		$2.67M Hold
12,217
– – 0.49% 58
2025
Q1 		$1.71M Sell
12,217
-542
-4% -$88.2K 0.36% 68
2024
Q4 		$2.13M Buy
+12,759
New +$2.27M 0.43% 62

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

Burling Wealth Partners's ORCL Position: Q1 2026 in Review

Burling Wealth Partners reduced its Oracle (ORCL) stake by 15% in Q1 2026, selling an estimated $287K and leaving 9,935 shares worth $1.46M. The position accounts for 0.24% of the portfolio, ranked #81.

Burling Wealth Partners first reported a position in ORCL in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.36M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Burling Wealth Partners held 9,935 shares of Oracle worth $1.46M as of Q1 2026.
  • Burling Wealth Partners sold 1,766 Oracle shares in Q1 2026, an estimated $287K.
  • Oracle made up 0.24% of Burling Wealth Partners's portfolio in Q1 2026, its #81 holding.
  • Burling Wealth Partners first reported a position in Oracle in Q4 2024 and has held it in 6 quarters since.
  • Burling Wealth Partners's Oracle position peaked at $3.36M in Q3 2025.
  • 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Burling Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.