BNC Wealth Management
ORCL icon

BNC Wealth Management’s Oracle ORCL Stock Holding History

BNC Wealth Management’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
Q3 		$2.03M Sell
14,752
-12,747
-46% -$1.8M 0.46% 50
2026
Q2 		$4.03M Buy
+27,499
New +$4.98M 0.97% 39
2025
Q4 		– Sell
-32,493
Closed -$9.14M – 112
2025
Q3 		$9.14M Buy
32,493
+708
+2% +$180K 2.31% 10
2025
Q2 		$6.95M Buy
31,785
+877
+3% +$142K 2.06% 13
2025
Q1 		$4.32M Buy
30,908
+433
+1% +$70.5K 1.56% 19
2024
Q4 		$5.08M Buy
30,475
+939
+3% +$167K 1.67% 20
2024
Q3 		$5.03M Buy
29,536
+821
+3% +$119K 1.85% 17
2024
Q2 		$4.05M Buy
28,715
+3,167
+12% +$393K 1.51% 23
2024
Q1 		$3.21M Buy
25,548
+684
+3% +$78.3K 1.37% 25
2023
Q4 		$2.62M Buy
+24,864
New +$2.71M 1.24% 30

Other funds holding ORCL

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
WAM
WT Asset Management Hong Kong $6.18B AUM 432.25% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

BNC Wealth Management's ORCL Position: Q3 2026 in Review

BNC Wealth Management reduced its Oracle (ORCL) stake by 46% in Q3 2026, selling an estimated $1.8M and leaving 14,752 shares worth $2.03M. The position accounts for 0.46% of the portfolio, ranked #50.

BNC Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.14M in Q3 2025. 1,513 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • BNC Wealth Management held 14,752 shares of Oracle worth $2.03M as of Q3 2026.
  • BNC Wealth Management sold 12,747 Oracle shares in Q3 2026, an estimated $1.8M.
  • Oracle made up 0.46% of BNC Wealth Management's portfolio in Q3 2026, its #50 holding.
  • BNC Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
  • BNC Wealth Management's Oracle position peaked at $9.14M in Q3 2025.
  • 1,513 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on BNC Wealth Management's 13F filing for Q3 2026, filed 19 Oct 2026.