Richard Bernstein Advisors’s Oracle ORCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.9M | Buy |
+12,900
| New | +$2.1M | 0.06% | 84 |
|
|
2023
Q2 | – | Sell |
-52,060
| Closed | -$4.84M | – | 196 |
|
|
2023
Q1 | $4.84M | Hold |
52,060
| – | – | 0.1% | 68 |
|
|
2022
Q4 | $4.26M | Sell |
52,060
-13,008
| -20% | -$989K | 0.1% | 87 |
|
|
2022
Q3 | $3.97M | Hold |
65,068
| – | – | 0.1% | 92 |
|
|
2022
Q2 | $4.55M | Hold |
65,068
| – | – | 0.1% | 94 |
|
|
2022
Q1 | $5.38M | Hold |
65,068
| – | – | 0.11% | 91 |
|
|
2021
Q4 | $5.67M | Hold |
65,068
| – | – | 0.11% | 86 |
|
|
2021
Q3 | $5.67M | Buy |
65,068
+3,439
| +6% | +$304K | 0.11% | 87 |
|
|
2021
Q2 | $4.8M | Hold |
61,629
| – | – | 0.1% | 97 |
|
|
2021
Q1 | $4.32M | Hold |
61,629
| – | – | 0.1% | 98 |
|
|
2020
Q4 | $3.99M | Hold |
61,629
| – | – | 0.1% | 119 |
|
|
2020
Q3 | $3.68M | Hold |
61,629
| – | – | 0.1% | 104 |
|
|
2020
Q2 | $3.41M | Buy |
+61,629
| New | +$3.26M | 0.11% | 105 |
|
|
2019
Q2 | – | Sell |
-131,557
| Closed | -$7.07M | – | 262 |
|
|
2019
Q1 | $7.07M | Sell |
131,557
-92,511
| -41% | -$4.71M | 0.23% | 59 |
|
|
2018
Q4 | $10.1M | Sell |
224,068
-55,419
| -20% | -$2.66M | 0.37% | 42 |
|
|
2018
Q3 | $14.4M | Buy |
279,487
+21,633
| +8% | +$1.05M | 0.41% | 33 |
|
|
2018
Q2 | $11.4M | Buy |
257,854
+7,964
| +3% | +$367K | 0.36% | 41 |
|
|
2018
Q1 | $11.4M | Hold |
249,890
| – | – | 0.41% | 36 |
|
|
2017
Q4 | $11.8M | Buy |
249,890
+16,364
| +7% | +$803K | 0.52% | 35 |
|
|
2017
Q3 | $11.3M | Hold |
233,526
| – | – | 0.78% | 27 |
|
|
2017
Q2 | $11.7M | Buy |
233,526
+27,528
| +13% | +$1.25M | 0.89% | 23 |
|
|
2017
Q1 | $9.19M | Hold |
205,998
| – | – | 0.71% | 31 |
|
|
2016
Q4 | $7.92M | Hold |
205,998
| – | – | 0.66% | 34 |
|
|
2016
Q3 | $8.09M | Hold |
205,998
| – | – | 0.77% | 25 |
|
|
2016
Q2 | $8.43M | Hold |
205,998
| – | – | 0.8% | 19 |
|
|
2016
Q1 | $8.43M | Sell |
205,998
-1,322
| -0.6% | -$48.9K | 0.84% | 19 |
|
|
2015
Q4 | $7.57M | Hold |
207,320
| – | – | 0.97% | 24 |
|
|
2015
Q3 | $7.49M | Hold |
207,320
| – | – | 1.02% | 17 |
|
|
2015
Q2 | $8.36M | Hold |
207,320
| – | – | 1.01% | 14 |
|
|
2015
Q1 | $8.95M | Hold |
207,320
| – | – | 1.17% | 10 |
|
|
2014
Q4 | $9.32M | Hold |
207,320
| – | – | 0.96% | 12 |
|
|
2014
Q3 | $7.94M | Hold |
207,320
| – | – | 0.84% | 15 |
|
|
2014
Q2 | $8.4M | Hold |
207,320
| – | – | 0.99% | 10 |
|
|
2014
Q1 | $8.48M | Buy |
207,320
+46,452
| +29% | +$1.77M | 1.2% | 11 |
|
|
2013
Q4 | $6.16M | Buy |
160,868
+41,894
| +35% | +$1.44M | 1.24% | 10 |
|
|
2013
Q3 | $3.95M | Hold |
118,974
| – | – | 1.17% | 6 |
|
|
2013
Q2 | $3.65M | Buy |
+118,974
| New | +$3.95M | 1.21% | 7 |
|
Other funds holding ORCL
VCM
VPM
Richard Bernstein Advisors's ORCL Position: Q1 2026 in Review
Richard Bernstein Advisors opened a new position in Oracle (ORCL) in Q1 2026: 12,900 shares worth $1.9M. The stake represents 0.06% of the portfolio and ranks #84 among its holdings. This is a return to the name: Richard Bernstein Advisors previously reported a position in ORCL as recently as Q1 2023.
Richard Bernstein Advisors first reported a position in ORCL in Q2 2013 and has held it in 37 quarters since. The position peaked at $14.4M in Q3 2018. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Richard Bernstein Advisors held 12,900 shares of Oracle worth $1.9M as of Q1 2026.
- Oracle was a new Richard Bernstein Advisors position in Q1 2026.
- Oracle made up 0.06% of Richard Bernstein Advisors's portfolio in Q1 2026, its #84 holding.
- Richard Bernstein Advisors first reported a position in Oracle in Q2 2013 and has held it in 37 quarters since.
- Richard Bernstein Advisors's Oracle position peaked at $14.4M in Q3 2018.
- 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Richard Bernstein Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.