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Burton Enright Welch’s Oracle ORCL Stock Holding History

Burton Enright Welch’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 		$674K Buy
4,596
+37
+0.8% +$6.71K 0.08% 81
2026
Q1 		$671K Sell
4,559
-96
-2% -$15.6K 0.09% 77
2025
Q4 		$907K Buy
4,655
+16
+0.3% +$3.81K 0.13% 65
2025
Q3 		$1.3M Buy
4,639
+33
+0.7% +$8.4K 0.2% 55
2025
Q2 		$1.01M Sell
4,606
-37
-0.8% -$5.97K 0.17% 55
2025
Q1 		$649K Buy
4,643
+245
+6% +$39.9K 0.13% 56
2024
Q4 		$733K Sell
4,398
-1
-0% -$178 0.15% 54
2024
Q3 		$750K Sell
4,399
-86
-2% -$12.5K 0.16% 48
2024
Q2 		$633K Hold
4,485
– – 0.15% 49
2024
Q1 		$563K Hold
4,485
– – 0.14% 54
2023
Q4 		$473K Buy
4,485
+243
+6% +$26.5K 0.13% 58
2023
Q3 		$449K Buy
4,242
+1
+0% +$116 0.14% 54
2023
Q2 		$505K Hold
4,241
– – 0.16% 48
2023
Q1 		$394K Buy
4,241
+618
+17% +$54.2K 0.15% 52
2022
Q4 		$296K Buy
+3,623
New +$275K 0.12% 54
2022
Q3 		– Sell
-2,945
Closed -$206K – 63
2022
Q2 		$206K Buy
2,945
+1
+0% +$73 0.12% 61
2022
Q1 		$244K Sell
2,944
-13
-0.4% -$1.05K 0.13% 58
2021
Q4 		$258K Buy
+2,957
New +$278K 0.17% 53

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

Burton Enright Welch's ORCL Position: Q2 2026 in Review

Burton Enright Welch increased its Oracle (ORCL) stake by 0.81% in Q2 2026, buying an estimated $6.71K and bringing the position to 4,596 shares worth $674K. The position accounts for 0.08% of the portfolio, ranked #81.

Burton Enright Welch first reported a position in ORCL in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.3M in Q3 2025. 3,511 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Burton Enright Welch held 4,596 shares of Oracle worth $674K as of Q2 2026.
  • Burton Enright Welch bought 37 Oracle shares in Q2 2026, an estimated $6.71K.
  • Oracle made up 0.08% of Burton Enright Welch's portfolio in Q2 2026, its #81 holding.
  • Burton Enright Welch first reported a position in Oracle in Q4 2021 and has held it in 18 quarters since.
  • Burton Enright Welch's Oracle position peaked at $1.3M in Q3 2025.
  • 3,511 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.