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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
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 $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

Beverly Hills Private Wealth's ORCL Position: Q1 2026 in Review

Beverly Hills Private Wealth increased its Oracle (ORCL) stake by 0.45% in Q1 2026, buying an estimated $2.93K and bringing the position to 3,986 shares worth $586K. The position accounts for 0.1% of the portfolio, ranked #168.

Beverly Hills Private Wealth first reported a position in ORCL in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.27M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Beverly Hills Private Wealth held 3,986 shares of Oracle worth $586K as of Q1 2026.
  • Beverly Hills Private Wealth bought 18 Oracle shares in Q1 2026, an estimated $2.93K.
  • Oracle made up 0.1% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #168 holding.
  • Beverly Hills Private Wealth first reported a position in Oracle in Q4 2022 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's Oracle position peaked at $1.27M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.