Beacon Capital Management LLC (Tennessee)’s Oracle ORCL Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	$593K	Sell	4,046 -71	-2%	-$12.9K	0.09%	81
2026 Q1	$606K	Sell	4,117 -245	-6%	-$39.8K	0.11%	76
2025 Q4	$850K	Sell	4,362 -217	-5%	-$51.7K	0.13%	52
2025 Q3	$1.29M	Buy	4,579 +1,638	+56%	+$417K	0.18%	42
2025 Q2	$643K	Sell	2,941 -49	-2%	-$7.91K	0.09%	49
2025 Q1	$418K	Buy	2,990 +389	+15%	+$63.3K	0.06%	74
2024 Q4	$433K	Buy	2,601 +3	+0.1%	+$533	0.06%	70
2024 Q3	$443K	Buy	2,598 +324	+14%	+$46.9K	0.06%	65
2024 Q2	$321K	Sell	2,274 -15	-0.7%	-$1.86K	0.06%	76
2024 Q1	$287K	Buy	2,289 +6	+0.3%	+$687	0.06%	78
2023 Q4	$242K	Sell	2,283 -199	-8%	-$21.7K	0.07%	71
2023 Q3	$295K	Hold	2,482	–	–	0.08%	67
2023 Q2	$295K	Buy	2,482 +100	+4%	+$10.3K	0.08%	67
2023 Q1	$221K	Buy	2,382 +1	+0%	+$88	0.06%	81
2022 Q4	$195K	Buy	2,381 +217	+10%	+$16.5K	0.07%	91
2022 Q3	$152K	Hold	2,164	–	–	0.05%	106
2022 Q2	$178K	Hold	2,164	–	–	0.04%	105
2022 Q1	$178K	Buy	+2,164	New	+$175K	0.04%	105

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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

Beacon Capital Management LLC (Tennessee)'s ORCL Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) reduced its Oracle (ORCL) stake by 1.7% in Q2 2026, selling an estimated $12.9K and leaving 4,046 shares worth $593K. The position accounts for 0.09% of the portfolio, ranked #81.

Beacon Capital Management LLC (Tennessee) first reported a position in ORCL in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.29M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Beacon Capital Management LLC (Tennessee) held 4,046 shares of Oracle worth $593K as of Q2 2026.
Beacon Capital Management LLC (Tennessee) sold 71 Oracle shares in Q2 2026, an estimated $12.9K.
Oracle made up 0.09% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #81 holding.
Beacon Capital Management LLC (Tennessee) first reported a position in Oracle in Q1 2022 and has held it in 18 quarters since.
Beacon Capital Management LLC (Tennessee)'s Oracle position peaked at $1.29M in Q3 2025.
1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.