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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
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 $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

Beta Wealth Group's ORCL Position: Q1 2026 in Review

Beta Wealth Group increased its Oracle (ORCL) stake by 38% in Q1 2026, buying an estimated $244K and bringing the position to 5,400 shares worth $794K. The position accounts for 0.33% of the portfolio, ranked #51.

Beta Wealth Group first reported a position in ORCL in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.23M in Q2 2025. 3,471 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Beta Wealth Group held 5,400 shares of Oracle worth $794K as of Q1 2026.
  • Beta Wealth Group bought 1,500 Oracle shares in Q1 2026, an estimated $244K.
  • Oracle made up 0.33% of Beta Wealth Group's portfolio in Q1 2026, its #51 holding.
  • Beta Wealth Group first reported a position in Oracle in Q1 2022 and has held it in 16 quarters since.
  • Beta Wealth Group's Oracle position peaked at $1.23M in Q2 2025.
  • 3,471 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.