Benchmark Financial Wealth Advisors’s Oracle ORCL Stock Holding History

Benchmark Financial Wealth 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
2026 Q3	$267K	Buy	1,944 +315	+19%	+$44.4K	0.06%	132
2026 Q2	$239K	Buy	1,629 +246	+18%	+$44.6K	0.06%	125
2026 Q1	$203K	Sell	1,383 -36	-3%	-$5.85K	0.06%	129
2025 Q4	$277K	Sell	1,419 -700	-33%	-$167K	0.08%	97
2025 Q3	$596K	Buy	2,119 +833	+65%	+$212K	0.18%	63
2025 Q2	$281K	Buy	+1,286	New	+$208K	0.09%	90
2025 Q1	–	Sell	-1,477	Closed	-$246K	–	104
2024 Q4	$246K	Sell	1,477 -743	-33%	-$132K	0.08%	87
2024 Q3	$378K	Buy	+2,220	New	+$322K	0.13%	67

Other funds holding ORCL

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

Benchmark Financial Wealth Advisors's ORCL Position: Q3 2026 in Review

Benchmark Financial Wealth Advisors increased its Oracle (ORCL) stake by 19% in Q3 2026, buying an estimated $44.4K and bringing the position to 1,944 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #132.

Benchmark Financial Wealth Advisors first reported a position in ORCL in Q3 2024 and has held it in 8 quarters since. The position peaked at $596K in Q3 2025. 2,295 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

Benchmark Financial Wealth Advisors held 1,944 shares of Oracle worth $267K as of Q3 2026.
Benchmark Financial Wealth Advisors bought 315 Oracle shares in Q3 2026, an estimated $44.4K.
Oracle made up 0.06% of Benchmark Financial Wealth Advisors's portfolio in Q3 2026, its #132 holding.
Benchmark Financial Wealth Advisors first reported a position in Oracle in Q3 2024 and has held it in 8 quarters since.
Benchmark Financial Wealth Advisors's Oracle position peaked at $596K in Q3 2025.
2,295 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.