Beaton Management Company’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $979K | Sell |
6,679
-150
| -2% | -$27.2K | 0.4% | 64 |
|
|
2026
Q1 | $1M | Hold |
6,829
| – | – | 0.45% | 63 |
|
|
2025
Q4 | $1.33M | Sell |
6,829
-390
| -5% | -$92.9K | 0.59% | 49 |
|
|
2025
Q3 | $2.03M | Sell |
7,219
-100
| -1% | -$25.5K | 0.92% | 34 |
|
|
2025
Q2 | $1.6M | Sell |
7,319
-150
| -2% | -$24.2K | 0.78% | 40 |
|
|
2025
Q1 | $1.04M | Buy |
7,469
+100
| +1% | +$16.3K | 0.54% | 56 |
|
|
2024
Q4 | $1.23M | Hold |
7,369
| – | – | 0.62% | 52 |
|
|
2024
Q3 | $1.26M | Hold |
7,369
| – | – | 0.64% | 50 |
|
|
2024
Q2 | $1.04M | Hold |
7,369
| – | – | 0.56% | 53 |
|
|
2024
Q1 | $926K | Sell |
7,369
-2,000
| -21% | -$229K | 0.5% | 59 |
|
|
2023
Q4 | $988K | Buy |
9,369
+2,000
| +27% | +$218K | 0.59% | 54 |
|
|
2023
Q3 | $781K | Buy |
7,369
+39
| +0.5% | +$4.51K | 0.51% | 63 |
|
|
2023
Q2 | $873K | Hold |
7,330
| – | – | 0.55% | 59 |
|
|
2023
Q1 | $681K | Hold |
7,330
| – | – | 0.46% | 66 |
|
|
2022
Q4 | $599K | Hold |
7,330
| – | – | 0.4% | 71 |
|
|
2022
Q3 | $448K | Hold |
7,330
| – | – | 0.34% | 75 |
|
|
2022
Q2 | $512K | Sell |
7,330
-100
| -1% | -$7.32K | 0.36% | 74 |
|
|
2022
Q1 | $615K | Sell |
7,430
-100
| -1% | -$8.1K | 0.38% | 68 |
|
|
2021
Q4 | $657K | Hold |
7,530
| – | – | 0.39% | 66 |
|
|
2021
Q3 | $656K | Hold |
7,530
| – | – | 0.43% | 65 |
|
|
2021
Q2 | $586K | Hold |
7,530
| – | – | 0.37% | 72 |
|
|
2021
Q1 | $528K | Sell |
7,530
-550
| -7% | -$35.6K | 0.36% | 76 |
|
|
2020
Q4 | $523K | Sell |
8,080
-100
| -1% | -$5.95K | 0.39% | 73 |
|
|
2020
Q3 | $488K | Sell |
8,180
-200
| -2% | -$11.4K | 0.4% | 73 |
|
|
2020
Q2 | $463K | Hold |
8,380
| – | – | 0.41% | 70 |
|
|
2020
Q1 | $405K | Hold |
8,380
| – | – | 0.41% | 71 |
|
|
2019
Q4 | $444K | Hold |
8,380
| – | – | 0.35% | 76 |
|
|
2019
Q3 | $461K | Hold |
8,380
| – | – | 0.37% | 77 |
|
|
2019
Q2 | $477K | Hold |
8,380
| – | – | 0.4% | 72 |
|
|
2019
Q1 | $450K | Hold |
8,380
| – | – | 0.39% | 76 |
|
|
2018
Q4 | $378K | Hold |
8,380
| – | – | 0.37% | 77 |
|
|
2018
Q3 | $432K | Hold |
8,380
| – | – | 0.36% | 78 |
|
|
2018
Q2 | $369K | Hold |
8,380
| – | – | 0.33% | 83 |
|
|
2018
Q1 | $383K | Hold |
8,380
| – | – | 0.35% | 81 |
|
|
2017
Q4 | $396K | Hold |
8,380
| – | – | 0.36% | 76 |
|
|
2017
Q3 | $405K | Hold |
8,380
| – | – | 0.38% | 74 |
|
|
2017
Q2 | $420K | Buy |
+8,380
| New | +$382K | 0.42% | 68 |
|
Other funds holding ORCL
Beaton Management Company's ORCL Position: Q2 2026 in Review
Beaton Management Company reduced its Oracle (ORCL) stake by 2.2% in Q2 2026, selling an estimated $27.2K and leaving 6,679 shares worth $979K. The position accounts for 0.4% of the portfolio, ranked #64.
Beaton Management Company first reported a position in ORCL in Q2 2017 and has held it in 37 quarters since. The position peaked at $2.03M in Q3 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Beaton Management Company held 6,679 shares of Oracle worth $979K as of Q2 2026.
- Beaton Management Company sold 150 Oracle shares in Q2 2026, an estimated $27.2K.
- Oracle made up 0.4% of Beaton Management Company's portfolio in Q2 2026, its #64 holding.
- Beaton Management Company first reported a position in Oracle in Q2 2017 and has held it in 37 quarters since.
- Beaton Management Company's Oracle position peaked at $2.03M in Q3 2025.
- 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Beaton Management Company's 13F filing for Q2 2026, filed 7 Aug 2026.