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 Q2	$1.2M	Sell	8,216 -1,719	-17%	-$312K	0.18%	94
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Burling Wealth Partners's ORCL Position: Q2 2026 in Review

Burling Wealth Partners reduced its Oracle (ORCL) stake by 17% in Q2 2026, selling an estimated $312K and leaving 8,216 shares worth $1.2M. The position accounts for 0.18% of the portfolio, ranked #94.

Burling Wealth Partners first reported a position in ORCL in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.36M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Burling Wealth Partners held 8,216 shares of Oracle worth $1.2M as of Q2 2026.
Burling Wealth Partners sold 1,719 Oracle shares in Q2 2026, an estimated $312K.
Oracle made up 0.18% of Burling Wealth Partners's portfolio in Q2 2026, its #94 holding.
Burling Wealth Partners first reported a position in Oracle in Q4 2024 and has held it in 7 quarters since.
Burling Wealth Partners's Oracle position peaked at $3.36M in Q3 2025.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Burling Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.