Bedel Financial Consulting’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 | $2.24M | Hold |
15,315
| – | – | 0.21% | 60 |
|
|
2026
Q1 | $2.25M | Sell |
15,315
-51
| -0.3% | -$8.29K | 0.25% | 53 |
|
|
2025
Q4 | $3M | Sell |
15,366
-606
| -4% | -$144K | 0.32% | 39 |
|
|
2025
Q3 | $4.49M | Buy |
15,972
+474
| +3% | +$121K | 0.57% | 26 |
|
|
2025
Q2 | $3.39M | Sell |
15,498
-43
| -0.3% | -$6.94K | 0.46% | 29 |
|
|
2025
Q1 | $2.3M | Buy |
15,541
+43
| +0.3% | +$7K | 0.33% | 40 |
|
|
2024
Q4 | $2.66M | Sell |
15,498
-94
| -0.6% | -$16.7K | 0.37% | 34 |
|
|
2024
Q3 | $2.66M | Buy |
15,592
+1,006
| +7% | +$146K | 0.37% | 30 |
|
|
2024
Q2 | $2.06M | Buy |
14,586
+120
| +0.8% | +$14.9K | 0.3% | 38 |
|
|
2024
Q1 | $1.82M | Sell |
14,466
-60
| -0.4% | -$6.87K | 0.29% | 46 |
|
|
2023
Q4 | $1.53M | Buy |
14,526
+48
| +0.3% | +$5.24K | 0.28% | 48 |
|
|
2023
Q3 | $1.53M | Sell |
14,478
-510
| -3% | -$59K | 0.31% | 42 |
|
|
2023
Q2 | $1.78M | Sell |
14,988
-1
| -0% | -$103 | 0.37% | 33 |
|
|
2023
Q1 | $1.39M | Sell |
14,989
-50
| -0.3% | -$4.38K | 0.34% | 43 |
|
|
2022
Q4 | $1.23M | Hold |
15,039
| – | – | 0.31% | 50 |
|
|
2022
Q3 | $1.15M | Buy |
15,039
+265
| +2% | +$19.4K | 0.31% | 50 |
|
|
2022
Q2 | $1.03M | Buy |
14,774
+2
| +0% | +$146 | 0.3% | 47 |
|
|
2022
Q1 | $1.22M | Sell |
14,772
-226
| -2% | -$18.3K | 0.38% | 35 |
|
|
2021
Q4 | $1.31M | Sell |
14,998
-73
| -0.5% | -$6.85K | 0.41% | 35 |
|
|
2021
Q3 | $1.31M | Sell |
15,071
-58
| -0.4% | -$5.12K | 0.45% | 30 |
|
|
2021
Q2 | $1.18M | Buy |
15,129
+353
| +2% | +$27.6K | 0.41% | 33 |
|
|
2021
Q1 | $1.04M | Buy |
14,776
+9,522
| +181% | +$616K | 0.4% | 34 |
|
|
2020
Q4 | $340K | Hold |
5,254
| – | – | 0.15% | 102 |
|
|
2020
Q3 | $314K | Hold |
5,254
| – | – | 0.16% | 91 |
|
|
2020
Q2 | $290K | Sell |
5,254
-100
| -2% | -$5.3K | 0.16% | 95 |
|
|
2020
Q1 | $259K | Sell |
5,354
-22
| -0.4% | -$1.14K | 0.17% | 87 |
|
|
2019
Q4 | $285K | Buy |
5,376
+46
| +0.9% | +$2.53K | 0.16% | 106 |
|
|
2019
Q3 | $293K | Hold |
5,330
| – | – | 0.18% | 106 |
|
|
2019
Q2 | $304K | Hold |
5,330
| – | – | 0.18% | 99 |
|
|
2019
Q1 | $286K | Hold |
5,330
| – | – | 0.18% | 102 |
|
|
2018
Q4 | $241K | Buy |
5,330
+115
| +2% | +$5.51K | 0.17% | 102 |
|
|
2018
Q3 | $251K | Sell |
5,215
-31
| -0.6% | -$1.51K | 0.17% | 111 |
|
|
2018
Q2 | $231K | Buy |
5,246
+236
| +5% | +$10.9K | 0.17% | 120 |
|
|
2018
Q1 | $229K | Sell |
5,010
-250
| -5% | -$12.4K | 0.17% | 123 |
|
|
2017
Q4 | $249K | Buy |
+5,260
| New | +$258K | 0.22% | 109 |
|
Other funds holding ORCL
FWIA
Bedel Financial Consulting's ORCL Position: Q2 2026 in Review
Bedel Financial Consulting held its Oracle (ORCL) position steady in Q2 2026 at 15,315 shares worth $2.24M. The position accounts for 0.21% of the portfolio, ranked #60.
Bedel Financial Consulting first reported a position in ORCL in Q4 2017 and has held it in 35 quarters since. The position peaked at $4.49M in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.
- Bedel Financial Consulting held 15,315 shares of Oracle worth $2.24M as of Q2 2026.
- Bedel Financial Consulting left its Oracle share count unchanged in Q2 2026.
- Oracle made up 0.21% of Bedel Financial Consulting's portfolio in Q2 2026, its #60 holding.
- Bedel Financial Consulting first reported a position in Oracle in Q4 2017 and has held it in 35 quarters since.
- Bedel Financial Consulting's Oracle position peaked at $4.49M in Q3 2025.
- 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.
Based on Bedel Financial Consulting's 13F filing for Q2 2026, filed 29 Jul 2026.