Betterment LLC
ORCL icon

Betterment LLC’s Oracle ORCL Stock Holding History

Betterment LLC’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 		$1.08M Buy
7,352
+213
+3% +$38.6K ﹤0.01% 331
2026
Q1 		$1.05M Buy
7,139
+1,090
+18% +$177K ﹤0.01% 318
2025
Q4 		$1.18M Buy
6,049
+1,422
+31% +$339K ﹤0.01% 288
2025
Q3 		$1.3M Buy
4,627
+2,282
+97% +$581K ﹤0.01% 269
2025
Q2 		$513K Buy
+2,345
New +$379K ﹤0.01% 355

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

Betterment LLC's ORCL Position: Q2 2026 in Review

Betterment LLC increased its Oracle (ORCL) stake by 3% in Q2 2026, buying an estimated $38.6K and bringing the position to 7,352 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #331.

Betterment LLC first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.3M in Q3 2025. 3,507 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Betterment LLC held 7,352 shares of Oracle worth $1.08M as of Q2 2026.
  • Betterment LLC bought 213 Oracle shares in Q2 2026, an estimated $38.6K.
  • Oracle made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #331 holding.
  • Betterment LLC first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • Betterment LLC's Oracle position peaked at $1.3M in Q3 2025.
  • 3,507 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.