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Three Bridge Wealth Advisors’s Oracle ORCL Stock Holding History

Three Bridge Wealth Advisors’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 		$936K Sell
6,363
-5,570
-47% -$905K 0.26% 41
2025
Q4 		$2.33M Sell
11,933
-229
-2% -$54.5K 0.61% 25
2025
Q3 		$3.42M Sell
12,162
-1,453
-11% -$370K 0.88% 22
2025
Q2 		$2.98M Sell
13,615
-2,190
-14% -$354K 0.78% 25
2025
Q1 		$2.21M Sell
15,805
-940
-6% -$153K 0.77% 25
2024
Q4 		$2.79M Sell
16,745
-1,446
-8% -$257K 0.98% 22
2024
Q3 		$3.1M Sell
18,191
-245
-1% -$35.5K 1.14% 19
2024
Q2 		$2.6M Sell
18,436
-79
-0.4% -$9.81K 1.03% 20
2024
Q1 		$2.33M Sell
18,515
-3,461
-16% -$396K 0.92% 22
2023
Q4 		$2.32M Sell
21,976
-367
-2% -$40.1K 0.8% 22
2023
Q3 		$2.37M Buy
22,343
+24
+0.1% +$2.78K 0.98% 21
2023
Q2 		$2.66M Sell
22,319
-5,408
-20% -$559K 1.13% 19
2023
Q1 		$2.58M Sell
27,727
-6,330
-19% -$555K 1.19% 17
2022
Q4 		$2.78M Sell
34,057
-1,030
-3% -$78.3K 1.49% 15
2022
Q3 		$2.14M Sell
35,087
-546
-2% -$40K 1.09% 17
2022
Q2 		$2.49M Sell
35,633
-522
-1% -$38.2K 1.22% 15
2022
Q1 		$2.99M Buy
+36,155
New +$2.93M 0.84% 16

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

Three Bridge Wealth Advisors's ORCL Position: Q1 2026 in Review

Three Bridge Wealth Advisors reduced its Oracle (ORCL) stake by 47% in Q1 2026, selling an estimated $905K and leaving 6,363 shares worth $936K. The position accounts for 0.26% of the portfolio, ranked #41.

Three Bridge Wealth Advisors first reported a position in ORCL in Q1 2022 and has held it in 17 quarters since. The position peaked at $3.42M in Q3 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Three Bridge Wealth Advisors held 6,363 shares of Oracle worth $936K as of Q1 2026.
  • Three Bridge Wealth Advisors sold 5,570 Oracle shares in Q1 2026, an estimated $905K.
  • Oracle made up 0.26% of Three Bridge Wealth Advisors's portfolio in Q1 2026, its #41 holding.
  • Three Bridge Wealth Advisors first reported a position in Oracle in Q1 2022 and has held it in 17 quarters since.
  • Three Bridge Wealth Advisors's Oracle position peaked at $3.42M in Q3 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.