BRA
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bender Robert & Associates's ORCL Position: Q1 2026 in Review

Bender Robert & Associates increased its Oracle (ORCL) stake by 4.5% in Q1 2026, buying an estimated $14.3K and bringing the position to 2,052 shares worth $302K. The position accounts for 0.07% of the portfolio, ranked #36.

Bender Robert & Associates first reported a position in ORCL in Q2 2017 and has held it in 13 quarters since. The position peaked at $566K in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Bender Robert & Associates held 2,052 shares of Oracle worth $302K as of Q1 2026.
  • Bender Robert & Associates bought 88 Oracle shares in Q1 2026, an estimated $14.3K.
  • Oracle made up 0.07% of Bender Robert & Associates's portfolio in Q1 2026, its #36 holding.
  • Bender Robert & Associates first reported a position in Oracle in Q2 2017 and has held it in 13 quarters since.
  • Bender Robert & Associates's Oracle position peaked at $566K in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Bender Robert & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.