Beach Investment Counsel’s Oracle ORCL Stock Holding History

Beach Investment Counsel’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
2025 Q1	$839K	Hold	6,000	–	–	0.12%	73
2024 Q4	$1M	Sell	6,000 -700	-10%	-$124K	0.14%	70
2024 Q3	$1.14M	Hold	6,700	–	–	0.14%	75
2024 Q2	$946K	Hold	6,700	–	–	0.12%	81
2024 Q1	$706K	Hold	6,700	–	–	0.09%	98
2023 Q4	$706K	Hold	6,700	–	–	0.09%	98
2023 Q3	$710K	Hold	6,700	–	–	0.09%	108
2023 Q2	$798K	Hold	6,700	–	–	0.09%	107
2023 Q1	$623K	Hold	6,700	–	–	0.08%	107
2022 Q4	$548K	Hold	6,700	–	–	0.07%	113
2022 Q3	$409K	Hold	6,700	–	–	0.06%	119
2022 Q2	$468K	Hold	6,700	–	–	0.06%	121
2022 Q1	$554K	Hold	6,700	–	–	0.06%	120
2021 Q4	$584K	Hold	6,700	–	–	0.08%	100
2021 Q3	$584K	Hold	6,700	–	–	0.06%	125
2021 Q2	$522K	Hold	6,700	–	–	0.05%	129
2021 Q1	$470K	Hold	6,700	–	–	0.04%	126
2020 Q4	$433K	Hold	6,700	–	–	0.04%	120
2020 Q3	$400K	Hold	6,700	–	–	0.05%	110
2020 Q2	$370K	Hold	6,700	–	–	0.05%	115
2020 Q1	$324K	Hold	6,700	–	–	0.05%	113
2019 Q4	$355K	Hold	6,700	–	–	0.04%	121
2019 Q3	$369K	Hold	6,700	–	–	0.04%	126
2019 Q2	$382K	Hold	6,700	–	–	0.04%	124
2019 Q1	$360K	Hold	6,700	–	–	0.04%	124
2018 Q4	$337K	Hold	6,700	–	–	0.04%	121
2018 Q3	$345K	Hold	6,700	–	–	0.03%	127
2018 Q2	$295K	Hold	6,700	–	–	0.03%	141
2018 Q1	$307K	Hold	6,700	–	–	0.03%	135
2017 Q4	$317K	Hold	6,700	–	–	0.03%	140
2017 Q3	$324K	Hold	6,700	–	–	0.03%	134
2017 Q2	$336K	Hold	6,700	–	–	0.03%	133
2017 Q1	$299K	Hold	6,700	–	–	0.03%	136
2016 Q4	$258K	Hold	6,700	–	–	0.03%	144
2016 Q3	$263K	Hold	6,700	–	–	0.03%	145
2016 Q2	$274K	Hold	6,700	–	–	0.03%	136
2016 Q1	$274K	Hold	6,700	–	–	0.03%	153
2015 Q4	$245K	Hold	6,700	–	–	0.03%	158
2015 Q3	$242K	Sell	6,700 -2,795	-29%	-$107K	0.03%	156
2015 Q2	$383K	Hold	9,495	–	–	0.04%	154
2015 Q1	$410K	Hold	9,495	–	–	0.04%	147
2014 Q4	$427K	Hold	9,495	–	–	0.04%	151
2014 Q3	$363K	Hold	9,495	–	–	0.03%	151
2014 Q2	$385K	Hold	9,495	–	–	0.03%	156
2014 Q1	$388K	Sell	9,495 -1,500	-14%	-$57.1K	0.03%	149
2013 Q4	$421K	Buy	10,995 +1,500	+16%	+$51.6K	0.04%	149
2013 Q3	$315K	Sell	9,495 -10,250	-52%	-$333K	0.03%	154
2013 Q2	$606K	Buy	+19,745	New	+$655K	0.06%	123

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Beach Investment Counsel's ORCL Position: Q1 2025 in Review

Beach Investment Counsel held its Oracle (ORCL) position steady in Q1 2025 at 6,000 shares worth $839K. The position accounts for 0.12% of the portfolio, ranked #73.

Beach Investment Counsel first reported a position in ORCL in Q2 2013 and has held it in 48 quarters since. The position peaked at $1.14M in Q3 2024. 3,246 funds tracked by Wall St. Rank hold ORCL as of Q1 2025.

Beach Investment Counsel held 6,000 shares of Oracle worth $839K as of Q1 2025.
Beach Investment Counsel left its Oracle share count unchanged in Q1 2025.
Oracle made up 0.12% of Beach Investment Counsel's portfolio in Q1 2025, its #73 holding.
Beach Investment Counsel first reported a position in Oracle in Q2 2013 and has held it in 48 quarters since.
Beach Investment Counsel's Oracle position peaked at $1.14M in Q3 2024.
3,246 funds tracked by Wall St. Rank held Oracle as of Q1 2025.

Based on Beach Investment Counsel's 13F filing for Q1 2025, filed 14 Apr 2025.