Beirne Wealth Consulting Services
ORCL icon

Beirne Wealth Consulting Services’s Oracle ORCL Stock Holding History

Beirne Wealth Consulting Services’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
Q3 		$300K Sell
2,187
-256
-10% -$36.1K 0.06% 83
2026
Q2 		$358K Hold
2,443
– – 0.07% 75
2026
Q1 		$359K Sell
2,443
-9
-0.4% -$1.46K 0.1% 80
2025
Q4 		$478K Sell
2,452
-206
-8% -$49K 0.14% 70
2025
Q3 		$748K Buy
2,658
+271
+11% +$69K 0.18% 78
2025
Q2 		$522K Hold
2,387
– – 0.17% 63
2025
Q1 		$334K Hold
2,387
– – 0.12% 74
2024
Q4 		$398K Hold
2,387
– – 0.14% 68
2024
Q3 		$407K Hold
2,387
– – 0.14% 69
2024
Q2 		$337K Hold
2,387
– – 0.14% 74
2024
Q1 		$300K Sell
2,387
-420
-15% -$48.1K 0.13% 76
2023
Q4 		$296K Buy
2,807
+834
+42% +$91K 0.15% 107
2023
Q3 		$235K Hold
1,973
– – 0.19% 78
2023
Q2 		$235K Buy
+1,973
New +$204K 0.19% 78
2022
Q1 		– Sell
-2,373
Closed -$208K – 107
2021
Q4 		$208K Buy
+2,373
New +$223K 0.11% 94
2019
Q4 		– Sell
-4,078
Closed -$224K – 114
2019
Q3 		$224K Hold
4,078
– – 0.19% 119
2019
Q2 		$232K Sell
4,078
-15,912
-80% -$861K 0.21% 112
2019
Q1 		$1.07M Sell
19,990
-1,621
-8% -$82.6K 0.84% 27
2018
Q4 		$976K Buy
+21,611
New +$1.04M 0.83% 27

Other funds holding ORCL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Beirne Wealth Consulting Services's ORCL Position: Q3 2026 in Review

Beirne Wealth Consulting Services reduced its Oracle (ORCL) stake by 10% in Q3 2026, selling an estimated $36.1K and leaving 2,187 shares worth $300K. The position accounts for 0.06% of the portfolio, ranked #83.

Beirne Wealth Consulting Services first reported a position in ORCL in Q4 2018 and has held it in 19 quarters since. The position peaked at $1.07M in Q1 2019. 1,695 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Beirne Wealth Consulting Services held 2,187 shares of Oracle worth $300K as of Q3 2026.
  • Beirne Wealth Consulting Services sold 256 Oracle shares in Q3 2026, an estimated $36.1K.
  • Oracle made up 0.06% of Beirne Wealth Consulting Services's portfolio in Q3 2026, its #83 holding.
  • Beirne Wealth Consulting Services first reported a position in Oracle in Q4 2018 and has held it in 19 quarters since.
  • Beirne Wealth Consulting Services's Oracle position peaked at $1.07M in Q1 2019.
  • 1,695 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Beirne Wealth Consulting Services's 13F filing for Q3 2026, filed 19 Oct 2026.