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SevenBridge Financial Group’s Oracle ORCL Stock Holding History

SevenBridge Financial Group’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 		$4.9M Sell
26,136
-13,521
-34% -$2.2M 0.77% 45
2025
Q4 		$7.24M Sell
39,657
-612
-2% -$146K 1.16% 22
2025
Q3 		$9.14M Sell
40,269
-3,432
-8% -$874K 1.51% 10
2025
Q2 		$11.1M Sell
43,701
-2,448
-5% -$395K 1.96% 9
2025
Q1 		$7.26M Sell
46,149
-5,220
-10% -$850K 1.43% 11
2024
Q4 		$9.1M Sell
51,369
-793
-2% -$141K 1.72% 10
2024
Q3 		$9.87M Buy
52,162
+1,712
+3% +$248K 1.9% 10
2024
Q2 		$6.47M Buy
50,450
+122
+0.2% +$15.2K 1.43% 14
2024
Q1 		$5.83M Sell
50,328
-2,822
-5% -$323K 1.32% 18
2023
Q4 		$5.6M Buy
53,150
+703
+1% +$76.7K 1.32% 18
2023
Q3 		$5.56M Buy
52,447
+482
+0.9% +$55.8K 1.44% 19
2023
Q2 		$6.19M Buy
51,965
+3,723
+8% +$385K 1.6% 14
2023
Q1 		$4.48M Buy
48,242
+2,825
+6% +$248K 1.24% 22
2022
Q4 		$3.71M Sell
45,417
-296
-0.6% -$22.5K 1.09% 29
2022
Q3 		$2.79M Buy
45,713
+78
+0.2% +$5.71K 0.95% 33
2022
Q2 		$3.19M Buy
45,635
+450
+1% +$32.9K 1.29% 24
2022
Q1 		$3.74M Sell
45,185
-436
-1% -$35.3K 1.31% 22
2021
Q4 		$3.98M Sell
45,621
-479
-1% -$45K 1.2% 22
2021
Q3 		$4.02M Sell
46,100
-834
-2% -$73.7K 1.34% 17
2021
Q2 		$3.65M Buy
46,934
+955
+2% +$74.8K 1.19% 25
2021
Q1 		$3.23M Buy
45,979
+321
+0.7% +$20.8K 1.17% 26
2020
Q4 		$2.95M Buy
45,658
+669
+1% +$39.8K 1.15% 26
2020
Q3 		$2.69M Sell
44,989
-402
-0.9% -$22.8K 1.22% 25
2020
Q2 		$2.51M Buy
45,391
+1,235
+3% +$65.4K 1.25% 26
2020
Q1 		$2.13M Buy
44,156
+152
+0.3% +$7.84K 1.24% 27
2019
Q4 		$2.33M Sell
44,004
-1,800
-4% -$99.1K 0.61% 36
2019
Q3 		$2.52M Sell
45,804
-1,673
-4% -$92.4K 1.33% 24
2019
Q2 		$2.71M Buy
47,477
+565
+1% +$30.6K 0.97% 31
2019
Q1 		$2.52M Buy
46,912
+551
+1% +$28.1K 0.95% 30
2018
Q4 		$2.09M Buy
46,361
+32,978
+246% +$1.58M 1.28% 24
2018
Q3 		$690K Buy
13,383
+402
+3% +$19.5K 0.37% 72
2018
Q2 		$572K Buy
12,981
+413
+3% +$19K 0.32% 78
2018
Q1 		$575K Buy
12,568
+604
+5% +$30K 0.33% 78
2017
Q4 		$566K Buy
11,964
+4,263
+55% +$209K 0.31% 81
2017
Q3 		$372K Buy
7,701
+3,827
+99% +$190K 0.21% 100
2017
Q2 		$194K Buy
3,874
+995
+35% +$45.3K 0.12% 139
2017
Q1 		$128K Sell
2,879
-250
-8% -$10.4K 0.08% 156
2016
Q4 		$119K Hold
3,129
– – 0.09% 172
2016
Q3 		$119K Hold
3,129
– – 0.09% 171
2016
Q2 		$128K Buy
+3,129
New +$125K 0.09% 172

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

SevenBridge Financial Group's ORCL Position: Q1 2026 in Review

SevenBridge Financial Group reduced its Oracle (ORCL) stake by 34% in Q1 2026, selling an estimated $2.2M and leaving 26,136 shares worth $4.9M. The position accounts for 0.77% of the portfolio, ranked #45.

SevenBridge Financial Group first reported a position in ORCL in Q2 2016 and has held it in 40 quarters since. The position peaked at $11.1M in Q2 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • SevenBridge Financial Group held 26,136 shares of Oracle worth $4.9M as of Q1 2026.
  • SevenBridge Financial Group sold 13,521 Oracle shares in Q1 2026, an estimated $2.2M.
  • Oracle made up 0.77% of SevenBridge Financial Group's portfolio in Q1 2026, its #45 holding.
  • SevenBridge Financial Group first reported a position in Oracle in Q2 2016 and has held it in 40 quarters since.
  • SevenBridge Financial Group's Oracle position peaked at $11.1M in Q2 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on SevenBridge Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.