Bender Robert & Associates
ORCL icon

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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Bender Robert & Associates's ORCL Position: Q3 2026 in Review

Bender Robert & Associates held its Oracle (ORCL) position steady in Q3 2026 at 2,052 shares worth $282K. The position accounts for 0.05% of the portfolio, ranked #40.

Bender Robert & Associates first reported a position in ORCL in Q2 2017 and has held it in 15 quarters since. The position peaked at $566K in Q3 2025. 3,030 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Bender Robert & Associates held 2,052 shares of Oracle worth $282K as of Q3 2026.
  • Bender Robert & Associates left its Oracle share count unchanged in Q3 2026.
  • Oracle made up 0.05% of Bender Robert & Associates's portfolio in Q3 2026, its #40 holding.
  • Bender Robert & Associates first reported a position in Oracle in Q2 2017 and has held it in 15 quarters since.
  • Bender Robert & Associates's Oracle position peaked at $566K in Q3 2025.
  • 3,030 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Bender Robert & Associates's 13F filing for Q3 2026, filed 21 Oct 2026.