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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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. 3,472 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.
3,472 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.