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Beacon Financial Strategies’s Oracle ORCL Stock Holding History

Beacon Financial Strategies’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 		$58.6K Hold
400
– – 0.03% 86
2026
Q1 		$58.8K Hold
400
– – 0.03% 69
2025
Q4 		$78K Buy
+400
New +$95.2K 0.04% 64

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
CIPU
Caledonia Investments plc (UK) London England, United Kingdom $883M AUM 2.08% 1-Year Est. Return
SWA
ShankerValleau Wealth Advisors Skokie, Illinois $380M AUM 12.86% 1-Year Est. Return

Beacon Financial Strategies's ORCL Position: Q2 2026 in Review

Beacon Financial Strategies held its Oracle (ORCL) position steady in Q2 2026 at 400 shares worth $58.6K. The position accounts for 0.03% of the portfolio, ranked #86.

Beacon Financial Strategies first reported a position in ORCL in Q4 2025 and has held it in 3 quarters since. The position peaked at $78K in Q4 2025. 582 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Beacon Financial Strategies held 400 shares of Oracle worth $58.6K as of Q2 2026.
  • Beacon Financial Strategies left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.03% of Beacon Financial Strategies's portfolio in Q2 2026, its #86 holding.
  • Beacon Financial Strategies first reported a position in Oracle in Q4 2025 and has held it in 3 quarters since.
  • Beacon Financial Strategies's Oracle position peaked at $78K in Q4 2025.
  • 582 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Beacon Financial Strategies's 13F filing for Q2 2026, filed 8 Jul 2026.