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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Benchmark Financial Wealth Advisors's ORCL Position: Q2 2026 in Review

Benchmark Financial Wealth Advisors increased its Oracle (ORCL) stake by 18% in Q2 2026, buying an estimated $44.6K and bringing the position to 1,629 shares worth $239K. The position accounts for 0.06% of the portfolio, ranked #125.

Benchmark Financial Wealth Advisors first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $596K in Q3 2025. 3,513 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Benchmark Financial Wealth Advisors held 1,629 shares of Oracle worth $239K as of Q2 2026.
Benchmark Financial Wealth Advisors bought 246 Oracle shares in Q2 2026, an estimated $44.6K.
Oracle made up 0.06% of Benchmark Financial Wealth Advisors's portfolio in Q2 2026, its #125 holding.
Benchmark Financial Wealth Advisors first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
Benchmark Financial Wealth Advisors's Oracle position peaked at $596K in Q3 2025.
3,513 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.