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Beverly Hills Private Wealth’s Oracle ORCL Stock Holding History

Beverly Hills Private Wealth’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 		$307K Sell
2,095
-1,891
-47% -$343K 0.06% 195
2026
Q1 		$586K Buy
3,986
+18
+0.5% +$2.93K 0.1% 168
2025
Q4 		$773K Sell
3,968
-554
-12% -$132K 0.13% 140
2025
Q3 		$1.27M Buy
4,522
+73
+2% +$18.6K 0.22% 112
2025
Q2 		$973K Sell
4,449
-131
-3% -$21.2K 0.18% 130
2025
Q1 		$640K Sell
4,580
-174
-4% -$28.3K 0.13% 145
2024
Q4 		$792K Buy
4,754
+134
+3% +$23.8K 0.16% 135
2024
Q3 		$787K Buy
4,620
+197
+4% +$28.5K 0.16% 139
2024
Q2 		$624K Sell
4,423
-66
-1% -$8.2K 0.14% 161
2024
Q1 		$564K Buy
4,489
+148
+3% +$16.9K 0.13% 168
2023
Q4 		$458K Sell
4,341
-55
-1% -$6K 0.12% 184
2023
Q3 		$466K Sell
4,396
-34
-0.8% -$3.94K 0.14% 155
2023
Q2 		$507K Buy
4,430
+261
+6% +$27K 0.08% 228
2023
Q1 		$387K Buy
4,169
+512
+14% +$44.9K 0.12% 187
2022
Q4 		$299K Buy
+3,657
New +$278K 0.13% 180

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 $3.38T AUM 44.17% 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

Beverly Hills Private Wealth's ORCL Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Oracle (ORCL) stake by 47% in Q2 2026, selling an estimated $343K and leaving 2,095 shares worth $307K. The position accounts for 0.06% of the portfolio, ranked #195.

Beverly Hills Private Wealth first reported a position in ORCL in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.27M in Q3 2025. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Beverly Hills Private Wealth held 2,095 shares of Oracle worth $307K as of Q2 2026.
  • Beverly Hills Private Wealth sold 1,891 Oracle shares in Q2 2026, an estimated $343K.
  • Oracle made up 0.06% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #195 holding.
  • Beverly Hills Private Wealth first reported a position in Oracle in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Oracle position peaked at $1.27M in Q3 2025.
  • 3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.