BRWA
ORCL icon

B. Riley Wealth Advisors’s Oracle ORCL Stock Holding History

B. Riley 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 		$5.08M Buy
34,390
+4,193
+14% +$760K 0.27% 88
2026
Q1 		$4.19M Sell
30,197
-2,853
-9% -$464K 0.27% 90
2025
Q4 		$6.44M Buy
33,050
+2,213
+7% +$527K 0.3% 71
2025
Q3 		$8.67M Sell
30,837
-1,262
-4% -$321K 0.4% 43
2025
Q2 		$7.02M Buy
+32,099
New +$5.18M 0.33% 60
2024
Q4 		$7.31M Sell
43,867
-2,117
-5% -$376K 0.24% 92
2024
Q3 		$7.79M Sell
45,984
-3,444
-7% -$499K 0.22% 102
2024
Q2 		$6.98M Sell
49,428
-3,038
-6% -$377K 0.18% 119
2024
Q1 		$5.56M Buy
52,466
+1,509
+3% +$173K 0.15% 146
2023
Q4 		$5.37M Sell
50,957
-1,509
-3% -$165K 0.14% 161
2023
Q3 		$5.56M Buy
52,466
+1,835
+4% +$212K 0.15% 146
2023
Q2 		$6.03M Buy
50,631
+747
+1% +$77.2K 0.14% 160
2023
Q1 		$4.64M Sell
49,884
-6,523
-12% -$572K 0.12% 188
2022
Q4 		$4.61M Buy
56,407
+3,153
+6% +$240K 0.13% 175
2022
Q3 		$3.25M Buy
53,254
+13,692
+35% +$1M 0.1% 214
2022
Q2 		$2.77M Sell
39,562
-1,996
-5% -$146K 0.12% 179
2022
Q1 		$3.44M Buy
41,558
+2,791
+7% +$226K 0.11% 193
2021
Q4 		$3.38M Buy
38,767
+1,367
+4% +$128K 0.1% 223
2021
Q3 		$3.25M Buy
37,400
+261
+0.7% +$23.1K 0.1% 223
2021
Q2 		$2.88M Buy
37,139
+3,242
+10% +$254K 0.09% 255
2021
Q1 		$2.38M Buy
33,897
+10,489
+45% +$679K 0.08% 276
2020
Q4 		$1.51M Sell
23,408
-4,588
-16% -$273K 0.08% 245
2020
Q3 		$1.65M Buy
27,996
+3,598
+15% +$204K 0.09% 231
2020
Q2 		$1.35M Buy
24,398
+49
+0.2% +$2.6K 0.09% 225
2020
Q1 		$1.18M Buy
24,349
+1,398
+6% +$72.2K 0.1% 208
2019
Q4 		$1.22M Buy
22,951
+2,367
+11% +$130K 0.1% 214
2019
Q3 		$1.13M Sell
20,584
-626
-3% -$34.6K 0.11% 204
2019
Q2 		$1.21M Buy
21,210
+4,125
+24% +$223K 0.13% 169
2019
Q1 		$919K Buy
17,085
+2,563
+18% +$131K 0.11% 200
2018
Q4 		$656K Buy
14,522
+2,537
+21% +$122K 0.09% 232
2018
Q3 		$618K Sell
11,985
-1,374
-10% -$66.7K 0.07% 295
2018
Q2 		$590K Buy
13,359
+1,246
+10% +$57.4K 0.08% 281
2018
Q1 		$555K Buy
12,113
+109
+0.9% +$5.42K 0.08% 282
2017
Q4 		$568K Sell
12,004
-560
-4% -$27.5K 0.08% 283
2017
Q3 		$608K Buy
12,564
+200
+2% +$9.95K 0.1% 220
2017
Q2 		$621K Buy
12,364
+824
+7% +$37.6K 0.11% 215
2017
Q1 		$515K Sell
11,540
-6,290
-35% -$262K 0.1% 231
2016
Q4 		$687K Sell
17,830
-7,079
-28% -$277K 0.14% 180
2016
Q3 		$980K Sell
24,909
-3,315
-12% -$135K 0.19% 138
2016
Q2 		$1.16M Buy
28,224
+1,642
+6% +$65.6K 0.23% 113
2016
Q1 		$1.09M Sell
26,582
-781
-3% -$28.9K 0.25% 96
2015
Q4 		$1M Buy
27,363
+4,148
+18% +$158K 0.2% 131
2015
Q3 		$839K Sell
23,215
-470
-2% -$18.1K 0.2% 133
2015
Q2 		$955K Sell
23,685
-207
-0.9% -$8.98K 0.24% 111
2015
Q1 		$1.03M Sell
23,892
-3,181
-12% -$138K 0.25% 101
2014
Q4 		$8.57K Buy
27,073
+17,121
+172% +$697K 0.18% 118
2014
Q3 		$381K Sell
9,952
-27,881
-74% -$1.13M 0.1% 277
2014
Q2 		$1.01M Buy
37,833
+26,118
+223% +$1.07M 0.24% 87
2014
Q1 		$479K Buy
11,715
+4,474
+62% +$170K 0.14% 161
2013
Q4 		$277K Buy
7,241
+1,901
+36% +$65.3K 0.09% 258
2013
Q3 		$177K Buy
5,340
+521
+11% +$16.9K 0.06% 375
2013
Q2 		$148K Buy
+4,819
New +$160K 0.05% 435

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

B. Riley Wealth Advisors's ORCL Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Oracle (ORCL) stake by 14% in Q2 2026, buying an estimated $760K and bringing the position to 34,390 shares worth $5.08M. The position accounts for 0.27% of the portfolio, ranked #88.

B. Riley Wealth Advisors first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $8.67M in Q3 2025. 1,228 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • B. Riley Wealth Advisors held 34,390 shares of Oracle worth $5.08M as of Q2 2026.
  • B. Riley Wealth Advisors bought 4,193 Oracle shares in Q2 2026, an estimated $760K.
  • Oracle made up 0.27% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #88 holding.
  • B. Riley Wealth Advisors first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's Oracle position peaked at $8.67M in Q3 2025.
  • 1,228 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.