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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
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% +$9.67K 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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Financial Advisory's ORCL Position: Q1 2026 in Review

Beacon Financial Advisory increased its Oracle (ORCL) stake by 1.8% in Q1 2026, buying an estimated $14.8K and bringing the position to 5,170 shares worth $761K. The position accounts for 0.17% of the portfolio, ranked #168.

Beacon Financial Advisory first reported a position in ORCL in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.56M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Beacon Financial Advisory held 5,170 shares of Oracle worth $761K as of Q1 2026.
  • Beacon Financial Advisory bought 91 Oracle shares in Q1 2026, an estimated $14.8K.
  • Oracle made up 0.17% of Beacon Financial Advisory's portfolio in Q1 2026, its #168 holding.
  • Beacon Financial Advisory first reported a position in Oracle in Q3 2020 and has held it in 22 quarters since.
  • Beacon Financial Advisory's Oracle position peaked at $1.56M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.