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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
2025
Q3 		– Sell
-3,000
Closed -$656K – 1486
2025
Q2 		$656K Hold
3,000
– – 0.01% 806
2025
Q1 		$419K Sell
3,000
-3,000
-50% -$488K ﹤0.01% 900
2024
Q4 		$1,000K Buy
6,000
+3,000
+100% +$533K 0.01% 631
2024
Q3 		$511K Hold
3,000
– – 0.01% 845
2024
Q2 		$424K Hold
3,000
– – 0.01% 933
2024
Q1 		$377K Hold
3,000
– – ﹤0.01% 1022
2023
Q4 		$316K Buy
+3,000
New +$327K ﹤0.01% 1062

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Beacon Pointe Advisors's ORCL Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Oracle (ORCL) stake by 3.6% in Q2 2026, selling an estimated $1.07M and leaving 159,979 shares worth $23.4M. The position accounts for 0.11% of the portfolio, ranked #185.

Beacon Pointe Advisors first reported a position in ORCL in Q4 2018 and has held it in 31 quarters since. The position peaked at $46.1M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Beacon Pointe Advisors held 159,979 shares of Oracle worth $23.4M as of Q2 2026.
  • Beacon Pointe Advisors sold 5,929 Oracle shares in Q2 2026, an estimated $1.07M.
  • Oracle made up 0.11% of Beacon Pointe Advisors's portfolio in Q2 2026, its #185 holding.
  • Beacon Pointe Advisors first reported a position in Oracle in Q4 2018 and has held it in 31 quarters since.
  • Beacon Pointe Advisors's Oracle position peaked at $46.1M in Q3 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.