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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 		$88.7K Sell
600
-59,400
-99% -$10.8M ﹤0.01% 845
2026
Q1 		$83.3K Buy
+60,000
New +$9.75M 0.01% 792
2025
Q4 		– Sell
-150,000
Closed -$422K – 1128
2025
Q3 		$422K Buy
150,000
+149,800
+74,900% +$38.1M 0.02% 593
2025
Q2 		$43.7K Buy
+200
New +$32.3K ﹤0.01% 994

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. 1,263 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.
  • 1,263 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.