BRWM
ORCL icon

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

B. Riley Wealth Management’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
2022
Q2 		$254K Buy
17,448
+7,558
+76% +$553K 0.3% 30
2022
Q1 		$818K Sell
9,890
-10,502
-52% -$851K 0.06% 238
2021
Q4 		$1.78M Buy
20,392
+552
+3% +$51.8K 0.12% 164
2021
Q3 		$1.73M Buy
19,840
+869
+5% +$76.8K 0.13% 155
2021
Q2 		$1.48M Buy
18,971
+5,732
+43% +$449K 0.16% 133
2021
Q1 		$929K Buy
13,239
+8,293
+168% +$537K 0.11% 161
2020
Q4 		$320K Sell
4,946
-6,394
-56% -$381K 0.04% 265
2020
Q3 		$677K Buy
11,340
+6,695
+144% +$380K 0.08% 192
2020
Q2 		$257K Sell
4,645
-7,246
-61% -$384K 0.03% 329
2020
Q1 		$575K Buy
11,891
+6,062
+104% +$313K 0.06% 251
2019
Q4 		$309K Hold
5,829
– – 0.05% 288
2019
Q3 		$321K Sell
5,829
-600
-9% -$33.1K 0.06% 261
2019
Q2 		$366 Sell
6,429
-108
-2% -$5.84K 0.06% 254
2019
Q1 		$351K Buy
6,537
+578
+10% +$29.4K 0.06% 255
2018
Q4 		$269K Sell
5,959
-125
-2% -$5.99K 0.06% 262
2018
Q3 		$314K Buy
+6,084
New +$296K 0.08% 212
2016
Q1 		$332K Hold
8,138
– – 0.5% 74
2015
Q4 		$297K Hold
8,138
– – 0.38% 94
2015
Q3 		$293K Hold
8,138
– – 0.42% 86
2015
Q2 		$327K Hold
8,138
– – 0.26% 112
2015
Q1 		$351K Hold
8,138
– – 0.26% 110
2014
Q4 		$365K Hold
8,138
– – 0.3% 86
2014
Q3 		$311K Hold
8,138
– – 0.23% 125
2014
Q2 		$329K Hold
8,138
– – 0.21% 131
2014
Q1 		$333K Buy
+8,138
New +$310K 0.25% 105

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

B. Riley Wealth Management's ORCL Position: Q2 2022 in Review

B. Riley Wealth Management increased its Oracle (ORCL) stake by 76% in Q2 2022, buying an estimated $553K and bringing the position to 17,448 shares worth $254K. The position accounts for 0.3% of the portfolio, ranked #30.

B. Riley Wealth Management first reported a position in ORCL in Q1 2014 and has held it in 25 quarters since. The position peaked at $1.78M in Q4 2021. 2,191 funds tracked by Wall St. Rank hold ORCL as of Q2 2022.

  • B. Riley Wealth Management held 17,448 shares of Oracle worth $254K as of Q2 2022.
  • B. Riley Wealth Management bought 7,558 Oracle shares in Q2 2022, an estimated $553K.
  • Oracle made up 0.3% of B. Riley Wealth Management's portfolio in Q2 2022, its #30 holding.
  • B. Riley Wealth Management first reported a position in Oracle in Q1 2014 and has held it in 25 quarters since.
  • B. Riley Wealth Management's Oracle position peaked at $1.78M in Q4 2021.
  • 2,191 funds tracked by Wall St. Rank held Oracle as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.