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Beacon Pointe Advisors’s Oracle ORCL Stock Holding History

Beacon Pointe Advisors’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 		$24.4M Buy
165,908
+5,710
+4% +$928K 0.13% 156
2025
Q4 		$31.2M Sell
160,198
-3,688
-2% -$878K 0.22% 100
2025
Q3 		$46.1M Buy
163,886
+6,136
+4% +$1.56M 0.39% 51
2025
Q2 		$34.5M Sell
157,750
-29,264
-16% -$4.73M 0.36% 54
2025
Q1 		$26.1M Buy
187,014
+37,361
+25% +$6.08M 0.29% 75
2024
Q4 		$24.9M Sell
149,653
-6,491
-4% -$1.15M 0.28% 80
2024
Q3 		$26.6M Sell
156,144
-4,489
-3% -$650K 0.31% 73
2024
Q2 		$22.7M Sell
160,633
-6,331
-4% -$786K 0.27% 82
2024
Q1 		$21M Buy
166,964
+3,020
+2% +$346K 0.23% 99
2023
Q4 		$17.3M Sell
163,944
-41,204
-20% -$4.5M 0.21% 116
2023
Q3 		$21.7M Buy
205,148
+122,736
+149% +$14.2M 0.27% 85
2023
Q2 		$9.81M Sell
82,412
-3,868
-4% -$400K 0.16% 127
2023
Q1 		$8.02M Buy
86,280
+8,094
+10% +$710K 0.14% 154
2022
Q4 		$6.39M Buy
78,186
+8,072
+12% +$613K 0.12% 165
2022
Q3 		$4.28M Buy
70,114
+835
+1% +$61.1K 0.1% 190
2022
Q2 		$4.83M Sell
69,279
-96,760
-58% -$7.08M 0.1% 186
2022
Q1 		$13.7M Buy
166,039
+101,093
+156% +$8.19M 0.19% 119
2021
Q4 		$5.66M Buy
64,946
+2,185
+3% +$205K 0.15% 130
2021
Q3 		$5.47M Buy
62,761
+4,502
+8% +$398K 0.13% 160
2021
Q2 		$4.54M Buy
58,259
+31,604
+119% +$2.47M 0.16% 127
2021
Q1 		$1.87M Sell
26,655
-2,688
-9% -$174K 0.12% 149
2020
Q4 		$1.9M Buy
29,343
+10,489
+56% +$624K 0.13% 134
2020
Q3 		$1.13M Sell
18,854
-8,981
-32% -$510K 0.11% 156
2020
Q2 		$1.54M Buy
27,835
+12,045
+76% +$638K 0.15% 127
2020
Q1 		$763K Buy
15,790
+9,283
+143% +$479K 0.12% 144
2019
Q4 		$347K Sell
6,507
-2,536
-28% -$140K 0.11% 157
2019
Q3 		$498K Buy
9,043
+422
+5% +$23.3K 0.22% 102
2019
Q2 		$491K Sell
8,621
-86,171
-91% -$4.66M 0.18% 118
2019
Q1 		$5.09M Buy
94,792
+83,025
+706% +$4.23M 1.91% 11
2018
Q4 		$533K Buy
+11,767
New +$564K 0.32% 89

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 Pointe Advisors's ORCL Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Oracle (ORCL) stake by 3.6% in Q1 2026, buying an estimated $928K and bringing the position to 165,908 shares worth $24.4M. The position accounts for 0.13% of the portfolio, ranked #156.

Beacon Pointe Advisors first reported a position in ORCL in Q4 2018 and has held it in 30 quarters since. The position peaked at $46.1M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Beacon Pointe Advisors held 165,908 shares of Oracle worth $24.4M as of Q1 2026.
  • Beacon Pointe Advisors bought 5,710 Oracle shares in Q1 2026, an estimated $928K.
  • Oracle made up 0.13% of Beacon Pointe Advisors's portfolio in Q1 2026, its #156 holding.
  • Beacon Pointe Advisors first reported a position in Oracle in Q4 2018 and has held it in 30 quarters since.
  • Beacon Pointe Advisors's Oracle position peaked at $46.1M in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.