BWG
ORCL icon

Beta Wealth Group’s Oracle ORCL Stock Holding History

Beta Wealth Group’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 		$850K Buy
5,801
+401
+7% +$72.7K 0.32% 56
2026
Q1 		$794K Buy
5,400
+1,500
+38% +$244K 0.33% 51
2025
Q4 		$760K Buy
+3,900
New +$929K 0.31% 52
2025
Q3 		– Sell
-5,604
Closed -$1.23M – 126
2025
Q2 		$1.23M Sell
5,604
-103
-2% -$16.6K 0.45% 45
2025
Q1 		$798K Sell
5,707
-99
-2% -$16.1K 0.29% 45
2024
Q4 		$968K Buy
5,806
+1
+0% +$178 0.43% 44
2024
Q3 		$989K Sell
5,805
-299
-5% -$43.3K 0.45% 43
2024
Q2 		$862K Buy
6,104
+201
+3% +$25K 0.41% 46
2024
Q1 		$742K Buy
5,903
+1,300
+28% +$149K 0.36% 47
2023
Q4 		$485K Buy
4,603
+2
+0% +$218 0.25% 63
2023
Q3 		$487K Buy
4,601
+401
+10% +$46.4K 0.29% 62
2023
Q2 		$500K Sell
4,200
-800
-16% -$82.7K 0.29% 59
2023
Q1 		$465K Buy
5,000
+400
+9% +$35.1K 0.27% 59
2022
Q4 		$376K Sell
4,600
-200
-4% -$15.2K 0.25% 69
2022
Q3 		$293K Buy
4,800
+200
+4% +$14.6K 0.21% 65
2022
Q2 		$321K Buy
4,600
+300
+7% +$22K 0.22% 58
2022
Q1 		$356K Buy
+4,300
New +$348K 0.24% 58

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

Beta Wealth Group's ORCL Position: Q2 2026 in Review

Beta Wealth Group increased its Oracle (ORCL) stake by 7.4% in Q2 2026, buying an estimated $72.7K and bringing the position to 5,801 shares worth $850K. The position accounts for 0.32% of the portfolio, ranked #56.

Beta Wealth Group first reported a position in ORCL in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.23M in Q2 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Beta Wealth Group held 5,801 shares of Oracle worth $850K as of Q2 2026.
  • Beta Wealth Group bought 401 Oracle shares in Q2 2026, an estimated $72.7K.
  • Oracle made up 0.32% of Beta Wealth Group's portfolio in Q2 2026, its #56 holding.
  • Beta Wealth Group first reported a position in Oracle in Q1 2022 and has held it in 17 quarters since.
  • Beta Wealth Group's Oracle position peaked at $1.23M in Q2 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.