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Bender Robert & Associates’s Oracle ORCL Stock Holding History

Bender Robert & Associates’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
2024
Q3 		– Sell
-1,949
Closed -$275K – 73
2024
Q2 		$275K Buy
+1,949
New +$242K 0.06% 39

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bender Robert & Associates's ORCL Position: Q2 2026 in Review

Bender Robert & Associates held its Oracle (ORCL) position steady in Q2 2026 at 2,052 shares worth $301K. The position accounts for 0.06% of the portfolio, ranked #35.

Bender Robert & Associates first reported a position in ORCL in Q2 2017 and has held it in 14 quarters since. The position peaked at $566K in Q3 2025. 3,524 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Bender Robert & Associates held 2,052 shares of Oracle worth $301K as of Q2 2026.
  • Bender Robert & Associates left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.06% of Bender Robert & Associates's portfolio in Q2 2026, its #35 holding.
  • Bender Robert & Associates first reported a position in Oracle in Q2 2017 and has held it in 14 quarters since.
  • Bender Robert & Associates's Oracle position peaked at $566K in Q3 2025.
  • 3,524 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Bender Robert & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.