Beacon Financial Advisory
ORCL icon

Beacon Financial Advisory’s Oracle ORCL Stock Holding History

Beacon Financial Advisory’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
Q3 		$758K Buy
5,524
+216
+4% +$30.5K 0.14% 183
2026
Q2 		$778K Buy
5,308
+138
+3% +$25K 0.15% 177
2026
Q1 		$761K Buy
5,170
+91
+2% +$14.8K 0.17% 168
2025
Q4 		$990K Sell
5,079
-475
-9% -$113K 0.23% 115
2025
Q3 		$1.56M Sell
5,554
-420
-7% -$107K 0.36% 61
2025
Q2 		$1.31M Buy
5,974
+1,191
+25% +$192K 0.34% 76
2025
Q1 		$669K Buy
4,783
+395
+9% +$64.3K 0.2% 129
2024
Q4 		$731K Buy
4,388
+96
+2% +$17.1K 0.24% 118
2024
Q3 		$731K Sell
4,292
-135
-3% -$19.6K 0.25% 120
2024
Q2 		$625K Buy
4,427
+164
+4% +$20.4K 0.23% 124
2024
Q1 		$535K Buy
4,263
+77
+2% +$8.81K 0.26% 112
2023
Q4 		$441K Buy
4,186
+1,135
+37% +$124K 0.21% 135
2023
Q3 		$323K Buy
3,051
+28
+0.9% +$3.24K 0.18% 155
2023
Q2 		$360K Buy
3,023
+83
+3% +$8.58K 0.21% 144
2023
Q1 		$273K Buy
2,940
+1
+0% +$88 0.17% 159
2022
Q4 		$240K Buy
+2,939
New +$223K 0.17% 160
2022
Q3 		– Sell
-3,652
Closed -$255K – 208
2022
Q2 		$255K Sell
3,652
-3
-0.1% -$220 0.15% 179
2022
Q1 		$302K Buy
3,655
+43
+1% +$3.48K 0.14% 176
2021
Q4 		$315K Buy
3,612
+103
+3% +$9.7K 0.15% 175
2021
Q3 		$306K Sell
3,509
-8,998
-72% -$795K 0.16% 165
2021
Q2 		$974K Sell
12,507
-421
-3% -$33K 0.52% 59
2021
Q1 		$907K Buy
12,928
+2,733
+27% +$177K 0.52% 63
2020
Q4 		$659K Buy
10,195
+357
+4% +$21.3K 0.43% 73
2020
Q3 		$587K Buy
+9,838
New +$559K 0.51% 57

Other funds holding ORCL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Beacon Financial Advisory's ORCL Position: Q3 2026 in Review

Beacon Financial Advisory increased its Oracle (ORCL) stake by 4.1% in Q3 2026, buying an estimated $30.5K and bringing the position to 5,524 shares worth $758K. The position accounts for 0.14% of the portfolio, ranked #183.

Beacon Financial Advisory first reported a position in ORCL in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.56M in Q3 2025. 3,030 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Beacon Financial Advisory held 5,524 shares of Oracle worth $758K as of Q3 2026.
  • Beacon Financial Advisory bought 216 Oracle shares in Q3 2026, an estimated $30.5K.
  • Oracle made up 0.14% of Beacon Financial Advisory's portfolio in Q3 2026, its #183 holding.
  • Beacon Financial Advisory first reported a position in Oracle in Q3 2020 and has held it in 24 quarters since.
  • Beacon Financial Advisory's Oracle position peaked at $1.56M in Q3 2025.
  • 3,030 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.