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Benjamin Edwards Inc’s Oracle ORCL Stock Holding History

Benjamin Edwards Inc’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 		$16M Buy
109,275
+45,549
+71% +$8.25M 0.15% 166
2026
Q1 		$9.37M Sell
63,726
-6,554
-9% -$1.07M 0.09% 225
2025
Q4 		$13.7M Buy
70,280
+2,059
+3% +$490K 0.15% 150
2025
Q3 		$19.2M Sell
68,221
-29,721
-30% -$7.57M 0.22% 118
2025
Q2 		$21.4M Buy
97,942
+3,495
+4% +$564K 0.27% 95
2025
Q1 		$13.2M Buy
94,447
+2,128
+2% +$346K 0.18% 130
2024
Q4 		$15.4M Sell
92,319
-282
-0.3% -$50.1K 0.22% 119
2024
Q3 		$15.8M Buy
92,601
+85,779
+1,257% +$12.4M 0.23% 113
2024
Q2 		$963K Sell
6,822
-110
-2% -$13.7K 0.19% 139
2024
Q1 		$871K Buy
6,932
+1,311
+23% +$150K 0.17% 141
2023
Q4 		$593K Buy
5,621
+1,386
+33% +$151K 0.13% 184
2023
Q3 		$449K Buy
4,235
+44
+1% +$5.09K 0.11% 195
2023
Q2 		$499K Buy
4,191
+344
+9% +$35.6K 0.12% 177
2023
Q1 		$357K Sell
3,847
-330
-8% -$28.9K 0.09% 209
2022
Q4 		$341K Buy
4,177
+442
+12% +$33.6K 0.09% 209
2022
Q3 		$228K Sell
3,735
-54
-1% -$3.95K 0.07% 236
2022
Q2 		$265K Buy
3,789
+217
+6% +$15.9K 0.08% 230
2022
Q1 		$295K Buy
3,572
+18
+0.5% +$1.46K 0.09% 231
2021
Q4 		$310K Buy
3,554
+1,337
+60% +$126K 0.1% 199
2021
Q3 		$193K Buy
2,217
+698
+46% +$61.7K 0.12% 181
2021
Q2 		$118K Buy
1,519
+92
+6% +$7.2K 0.08% 200
2021
Q1 		$100K Buy
+1,427
New +$92.4K 0.08% 202
2019
Q3 		– Sell
-50
Closed -$3K – 314
2019
Q2 		$3K Hold
50
– – 0.01% 281
2019
Q1 		$3K Buy
+50
New +$2.55K 0.01% 260

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Benjamin Edwards Inc's ORCL Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Oracle (ORCL) stake by 71% in Q2 2026, buying an estimated $8.25M and bringing the position to 109,275 shares worth $16M. The position accounts for 0.15% of the portfolio, ranked #166.

Benjamin Edwards Inc first reported a position in ORCL in Q1 2019 and has held it in 24 quarters since. The position peaked at $21.4M in Q2 2025. 1,492 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Benjamin Edwards Inc held 109,275 shares of Oracle worth $16M as of Q2 2026.
  • Benjamin Edwards Inc bought 45,549 Oracle shares in Q2 2026, an estimated $8.25M.
  • Oracle made up 0.15% of Benjamin Edwards Inc's portfolio in Q2 2026, its #166 holding.
  • Benjamin Edwards Inc first reported a position in Oracle in Q1 2019 and has held it in 24 quarters since.
  • Benjamin Edwards Inc's Oracle position peaked at $21.4M in Q2 2025.
  • 1,492 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.