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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BNC Wealth Management's ORCL Position: Q2 2026 in Review

BNC Wealth Management opened a new position in Oracle (ORCL) in Q2 2026: 27,499 shares worth $4.03M. The stake represents 0.97% of the portfolio and ranks #39 among its holdings. This is a return to the name: BNC Wealth Management previously reported a position in ORCL as recently as Q3 2025.

BNC Wealth Management first reported a position in ORCL in Q4 2023 and has held it in 9 quarters since. The position peaked at $9.14M in Q3 2025. 1,158 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

BNC Wealth Management held 27,499 shares of Oracle worth $4.03M as of Q2 2026.
Oracle was a new BNC Wealth Management position in Q2 2026.
Oracle made up 0.97% of BNC Wealth Management's portfolio in Q2 2026, its #39 holding.
BNC Wealth Management first reported a position in Oracle in Q4 2023 and has held it in 9 quarters since.
BNC Wealth Management's Oracle position peaked at $9.14M in Q3 2025.
1,158 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on BNC Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.