Bragg Financial 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 | $28.6M | Buy |
194,456
+4,011
| +2% | +$652K | 0.9% | 37 |
|
|
2025
Q4 | $37.1M | Sell |
190,445
-1,361
| -0.7% | -$324K | 1.21% | 13 |
|
|
2025
Q3 | $53.9M | Sell |
191,806
-10,086
| -5% | -$2.57M | 1.78% | 6 |
|
|
2025
Q2 | $44.1M | Sell |
201,892
-4,248
| -2% | -$686K | 1.58% | 6 |
|
|
2025
Q1 | $28.8M | Sell |
206,140
-3,901
| -2% | -$635K | 1.19% | 12 |
|
|
2024
Q4 | $35M | Sell |
210,041
-5,626
| -3% | -$999K | 1.42% | 8 |
|
|
2024
Q3 | $36.7M | Sell |
215,667
-1,152
| -0.5% | -$167K | 1.51% | 5 |
|
|
2024
Q2 | $30.6M | Buy |
216,819
+208
| +0.1% | +$25.8K | 1.37% | 10 |
|
|
2024
Q1 | $27.2M | Buy |
216,611
+185
| +0.1% | +$21.2K | 1.22% | 11 |
|
|
2023
Q4 | $22.8M | Sell |
216,426
-1,563
| -0.7% | -$171K | 1.09% | 16 |
|
|
2023
Q3 | $23.1M | Sell |
217,989
-4,839
| -2% | -$560K | 1.22% | 11 |
|
|
2023
Q2 | $26.5M | Sell |
222,828
-649
| -0.3% | -$67.1K | 1.46% | 5 |
|
|
2023
Q1 | $20.8M | Sell |
223,477
-1,407
| -0.6% | -$123K | 1.23% | 7 |
|
|
2022
Q4 | $18.4M | Buy |
224,884
+287
| +0.1% | +$21.8K | 1.12% | 13 |
|
|
2022
Q3 | $13.7M | Buy |
224,597
+323
| +0.1% | +$23.6K | 0.95% | 25 |
|
|
2022
Q2 | $15.7M | Buy |
224,274
+3,829
| +2% | +$280K | 1.04% | 21 |
|
|
2022
Q1 | $18.2M | Buy |
220,445
+780
| +0.4% | +$63.2K | 1.06% | 17 |
|
|
2021
Q4 | $19.1M | Hold |
219,665
| – | – | 1.23% | 11 |
|
|
2021
Q3 | $19.1M | Buy |
219,665
+585
| +0.3% | +$51.7K | 1.23% | 11 |
|
|
2021
Q2 | $17.1M | Sell |
219,080
-959
| -0.4% | -$75.1K | 1.09% | 19 |
|
|
2021
Q1 | $15.4M | Buy |
220,039
+4,118
| +2% | +$267K | 1.04% | 23 |
|
|
2020
Q4 | $14M | Buy |
215,921
+6,487
| +3% | +$386K | 1.22% | 14 |
|
|
2020
Q3 | $12.5M | Buy |
209,434
+1,663
| +0.8% | +$94.5K | 1.28% | 14 |
|
|
2020
Q2 | $11.5M | Buy |
207,771
+9,583
| +5% | +$508K | 1.28% | 17 |
|
|
2020
Q1 | $9.58M | Buy |
198,188
+4,636
| +2% | +$239K | 1.29% | 17 |
|
|
2019
Q4 | $10.3M | Buy |
193,552
+1,985
| +1% | +$109K | 1.15% | 21 |
|
|
2019
Q3 | $10.5M | Buy |
191,567
+312
| +0.2% | +$17.2K | 1.28% | 15 |
|
|
2019
Q2 | $10.9M | Buy |
191,255
+1,060
| +0.6% | +$57.4K | 1.34% | 11 |
|
|
2019
Q1 | $10.2M | Buy |
190,195
+1,685
| +0.9% | +$85.8K | 1.33% | 11 |
|
|
2018
Q4 | $8.51M | Sell |
188,510
-1,270
| -0.7% | -$60.9K | 1.28% | 16 |
|
|
2018
Q3 | $9.79M | Buy |
189,780
+2,033
| +1% | +$98.8K | 1.32% | 11 |
|
|
2018
Q2 | $8.27M | Buy |
187,747
+2,390
| +1% | +$110K | 1.18% | 16 |
|
|
2018
Q1 | $8.48M | Buy |
185,357
+758
| +0.4% | +$37.7K | 1.24% | 13 |
|
|
2017
Q4 | $8.73M | Buy |
184,599
+2,302
| +1% | +$113K | 1.25% | 12 |
|
|
2017
Q3 | $8.81M | Buy |
182,297
+895
| +0.5% | +$44.5K | 1.35% | 6 |
|
|
2017
Q2 | $9.11M | Sell |
181,402
-7,786
| -4% | -$355K | 1.44% | 3 |
|
|
2017
Q1 | $8M | Buy |
189,188
+11,969
| +7% | +$498K | 1.28% | 4 |
|
|
2016
Q4 | $6.81M | Buy |
177,219
+2,084
| +1% | +$81.5K | 1.12% | 11 |
|
|
2016
Q3 | $6.88M | Buy |
175,135
+2,985
| +2% | +$122K | 1.23% | 9 |
|
|
2016
Q2 | $7.05M | Buy |
172,150
+1,675
| +1% | +$66.9K | 1.27% | 7 |
|
|
2016
Q1 | $6.97M | Buy |
170,475
+3,201
| +2% | +$118K | 1.34% | 4 |
|
|
2015
Q4 | $6.11M | Buy |
167,274
+1,615
| +1% | +$61.7K | 1.31% | 9 |
|
|
2015
Q3 | $5.98M | Buy |
165,659
+3
| +0% | +$115 | 1.43% | 3 |
|
|
2015
Q2 | $6.68M | Buy |
165,656
+9,825
| +6% | +$426K | 1.53% | 1 |
|
|
2015
Q1 | $6.72M | Buy |
155,831
+6,254
| +4% | +$271K | 1.55% | 1 |
|
|
2014
Q4 | $6.73M | Sell |
149,577
-2,760
| -2% | -$112K | 1.63% | 2 |
|
|
2014
Q3 | $5.83M | Sell |
152,337
-3,000
| -2% | -$121K | 1.47% | 6 |
|
|
2014
Q2 | $6.3M | Sell |
155,337
-3,459
| -2% | -$142K | 1.51% | 2 |
|
|
2014
Q1 | $6.5M | Buy |
158,796
+141
| +0.1% | +$5.37K | 1.59% | 2 |
|
|
2013
Q4 | $6.07M | Sell |
158,655
-671
| -0.4% | -$23.1K | 1.47% | 3 |
|
|
2013
Q3 | $5.29M | Buy |
159,326
+3,331
| +2% | +$108K | 1.37% | 7 |
|
|
2013
Q2 | $4.79M | Buy |
+155,995
| New | +$5.18M | 1.31% | 9 |
|
Other funds holding ORCL
VCM
VPM
Bragg Financial Advisors's ORCL Position: Q1 2026 in Review
Bragg Financial Advisors increased its Oracle (ORCL) stake by 2.1% in Q1 2026, buying an estimated $652K and bringing the position to 194,456 shares worth $28.6M. The position accounts for 0.9% of the portfolio, ranked #37.
Bragg Financial Advisors first reported a position in ORCL in Q2 2013 and has held it in 52 quarters since. The position peaked at $53.9M in Q3 2025. 3,472 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.
- Bragg Financial Advisors held 194,456 shares of Oracle worth $28.6M as of Q1 2026.
- Bragg Financial Advisors bought 4,011 Oracle shares in Q1 2026, an estimated $652K.
- Oracle made up 0.9% of Bragg Financial Advisors's portfolio in Q1 2026, its #37 holding.
- Bragg Financial Advisors first reported a position in Oracle in Q2 2013 and has held it in 52 quarters since.
- Bragg Financial Advisors's Oracle position peaked at $53.9M in Q3 2025.
- 3,472 funds tracked by Wall St. Rank held Oracle as of Q1 2026.
Based on Bragg Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.