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Beese Fulmer Investment Management’s Oracle ORCL Stock Holding History

Beese Fulmer Investment Management’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
Q2 		$1.49M Buy
10,181
+1,363
+15% +$247K 0.09% 131
2026
Q1 		$1.3M Buy
8,818
+1,240
+16% +$202K 0.08% 130
2025
Q4 		$1.48M Buy
7,578
+422
+6% +$100K 0.1% 119
2025
Q3 		$2.01M Sell
7,156
-296
-4% -$75.4K 0.14% 107
2025
Q2 		$1.63M Hold
7,452
– – 0.12% 115
2025
Q1 		$1.04M Buy
7,452
+83
+1% +$13.5K 0.09% 120
2024
Q4 		$1.23M Hold
7,369
– – 0.1% 112
2024
Q3 		$1.26M Hold
7,369
– – 0.11% 112
2024
Q2 		$1.04M Buy
7,369
+325
+5% +$40.4K 0.09% 117
2024
Q1 		$885K Hold
7,044
– – 0.08% 124
2023
Q4 		$743K Buy
7,044
+200
+3% +$21.8K 0.08% 128
2023
Q3 		$725K Hold
6,844
– – 0.08% 128
2023
Q2 		$815K Sell
6,844
-70
-1% -$7.24K 0.09% 127
2023
Q1 		$642K Sell
6,914
-502
-7% -$44K 0.07% 139
2022
Q4 		$606K Sell
7,416
-150
-2% -$11.4K 0.07% 143
2022
Q3 		$462K Sell
7,566
-95
-1% -$6.96K 0.06% 145
2022
Q2 		$535K Sell
7,661
-156
-2% -$11.4K 0.07% 144
2022
Q1 		$647K Buy
7,817
+16
+0.2% +$1.3K 0.07% 141
2021
Q4 		$680K Buy
7,801
+1,028
+15% +$96.5K 0.07% 140
2021
Q3 		$590K Buy
6,773
+1,290
+24% +$114K 0.07% 146
2021
Q2 		$427K Hold
5,483
– – 0.05% 158
2021
Q1 		$385K Sell
5,483
-250
-4% -$16.2K 0.05% 156
2020
Q4 		$371K Sell
5,733
-150
-3% -$8.93K 0.05% 151
2020
Q3 		$351K Sell
5,883
-2,695
-31% -$153K 0.05% 146
2020
Q2 		$474K Hold
8,578
– – 0.07% 132
2020
Q1 		$415K Hold
8,578
– – 0.07% 130
2019
Q4 		$454K Buy
8,578
+370
+5% +$20.4K 0.06% 138
2019
Q3 		$452K Buy
8,208
+3,850
+88% +$213K 0.07% 135
2019
Q2 		$248K Sell
4,358
-400
-8% -$21.6K 0.05% 153
2019
Q1 		$256K Hold
4,758
– – 0.05% 143
2018
Q4 		$215K Hold
4,758
– – 0.05% 157
2018
Q3 		$245K Sell
4,758
-200
-4% -$9.71K 0.05% 158
2018
Q2 		$218K Hold
4,958
– – 0.05% 176
2018
Q1 		$227K Hold
4,958
– – 0.05% 159
2017
Q4 		$234K Sell
4,958
-400
-7% -$19.6K 0.05% 167
2017
Q3 		$259K Buy
5,358
+75
+1% +$3.73K 0.06% 147
2017
Q2 		$265K Sell
5,283
-488
-8% -$22.2K 0.06% 143
2017
Q1 		$257K Buy
5,771
+38
+0.7% +$1.58K 0.06% 144
2016
Q4 		$220K Sell
5,733
-1,000
-15% -$39.1K 0.06% 162
2016
Q3 		$264K Buy
+6,733
New +$274K 0.07% 134
2014
Q4 		– Sell
-5,325
Closed -$204K – 157
2014
Q3 		$204K Hold
5,325
– – 0.07% 149
2014
Q2 		$216K Hold
5,325
– – 0.07% 142
2014
Q1 		$218K Buy
5,325
+100
+2% +$3.81K 0.08% 139
2013
Q4 		$200K Buy
+5,225
New +$180K 0.07% 143

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Beese Fulmer Investment Management's ORCL Position: Q2 2026 in Review

Beese Fulmer Investment Management increased its Oracle (ORCL) stake by 15% in Q2 2026, buying an estimated $247K and bringing the position to 10,181 shares worth $1.49M. The position accounts for 0.09% of the portfolio, ranked #131.

Beese Fulmer Investment Management first reported a position in ORCL in Q4 2013 and has held it in 44 quarters since. The position peaked at $2.01M in Q3 2025. 1,463 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Beese Fulmer Investment Management held 10,181 shares of Oracle worth $1.49M as of Q2 2026.
  • Beese Fulmer Investment Management bought 1,363 Oracle shares in Q2 2026, an estimated $247K.
  • Oracle made up 0.09% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #131 holding.
  • Beese Fulmer Investment Management first reported a position in Oracle in Q4 2013 and has held it in 44 quarters since.
  • Beese Fulmer Investment Management's Oracle position peaked at $2.01M in Q3 2025.
  • 1,463 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.