Brandywine Oak Private Wealth
ORCL icon

Brandywine Oak Private Wealth’s Oracle ORCL Stock Holding History

Brandywine Oak 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
Q3 		$242K Sell
1,763
-26
-1% -$3.67K 0.02% 213
2026
Q2 		$262K Hold
1,789
– – 0.02% 214
2026
Q1 		$263K Buy
1,789
+84
+5% +$13.7K 0.02% 202
2025
Q4 		$332K Buy
1,705
+66
+4% +$15.7K 0.03% 183
2025
Q3 		$461K Buy
1,639
+116
+8% +$29.5K 0.04% 155
2025
Q2 		$333K Sell
1,523
-435
-22% -$70.2K 0.03% 177
2025
Q1 		$274K Buy
1,958
+1
+0.1% +$163 0.03% 192
2024
Q4 		$326K Buy
1,957
+26
+1% +$4.62K 0.03% 180
2024
Q3 		$329K Sell
1,931
-2
-0.1% -$290 0.03% 186
2024
Q2 		$273K Sell
1,933
-10
-0.5% -$1.24K 0.03% 199
2024
Q1 		$244K Buy
1,943
+20
+1% +$2.29K 0.03% 213
2023
Q4 		$203K Sell
1,923
-1
-0.1% -$109 0.02% 225
2023
Q3 		$204K Sell
1,924
-785
-29% -$90.9K 0.02% 226
2023
Q2 		$323K Sell
2,709
-93
-3% -$9.6K 0.04% 191
2023
Q1 		$260K Buy
2,802
+14
+0.5% +$1.23K 0.03% 216
2022
Q4 		$228K Sell
2,788
-1,674
-38% -$127K 0.03% 231
2022
Q3 		$272K Sell
4,462
-41
-0.9% -$3K 0.04% 216
2022
Q2 		$314K Sell
4,503
-487
-10% -$35.6K 0.04% 232
2022
Q1 		$403K Sell
4,990
-175
-3% -$14.2K 0.05% 220
2021
Q4 		$450K Buy
5,165
+44
+0.9% +$4.13K 0.05% 212
2021
Q3 		$446K Sell
5,121
-345
-6% -$30.5K 0.05% 205
2021
Q2 		$425K Buy
5,466
+899
+20% +$70.4K 0.05% 204
2021
Q1 		$320K Sell
4,567
-297
-6% -$19.2K 0.05% 193
2020
Q4 		$314K Sell
4,864
-248
-5% -$14.8K 0.05% 187
2020
Q3 		$305K Buy
5,112
+1,069
+26% +$60.7K 0.05% 181
2020
Q2 		$223K Buy
+4,043
New +$214K 0.04% 224
2019
Q1 		– Sell
-2,220
Closed -$100K – 496
2018
Q4 		$100K Buy
+2,220
New +$106K 0.02% 273

Other funds holding ORCL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return

Brandywine Oak Private Wealth's ORCL Position: Q3 2026 in Review

Brandywine Oak Private Wealth reduced its Oracle (ORCL) stake by 1.5% in Q3 2026, selling an estimated $3.67K and leaving 1,763 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #213.

Brandywine Oak Private Wealth first reported a position in ORCL in Q4 2018 and has held it in 27 quarters since. The position peaked at $461K in Q3 2025. 3,030 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Brandywine Oak Private Wealth held 1,763 shares of Oracle worth $242K as of Q3 2026.
  • Brandywine Oak Private Wealth sold 26 Oracle shares in Q3 2026, an estimated $3.67K.
  • Oracle made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q3 2026, its #213 holding.
  • Brandywine Oak Private Wealth first reported a position in Oracle in Q4 2018 and has held it in 27 quarters since.
  • Brandywine Oak Private Wealth's Oracle position peaked at $461K in Q3 2025.
  • 3,030 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.