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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
Q2 		$933K Buy
6,367
+4
+0.1% +$725 0.23% 44
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 $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

Three Bridge Wealth Advisors's ORCL Position: Q2 2026 in Review

Three Bridge Wealth Advisors increased its Oracle (ORCL) stake by 0.06% in Q2 2026, buying an estimated $725 and bringing the position to 6,367 shares worth $933K. The position accounts for 0.23% of the portfolio, ranked #44.

Three Bridge Wealth Advisors first reported a position in ORCL in Q1 2022 and has held it in 18 quarters since. The position peaked at $3.42M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Three Bridge Wealth Advisors held 6,367 shares of Oracle worth $933K as of Q2 2026.
  • Three Bridge Wealth Advisors bought 4 Oracle shares in Q2 2026, an estimated $725.
  • Oracle made up 0.23% of Three Bridge Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • Three Bridge Wealth Advisors first reported a position in Oracle in Q1 2022 and has held it in 18 quarters since.
  • Three Bridge Wealth Advisors's Oracle position peaked at $3.42M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.