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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
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% -$9.62K 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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Brandywine Oak Private Wealth's ORCL Position: Q2 2026 in Review

Brandywine Oak Private Wealth held its Oracle (ORCL) position steady in Q2 2026 at 1,789 shares worth $262K. The position accounts for 0.02% of the portfolio, ranked #214.

Brandywine Oak Private Wealth first reported a position in ORCL in Q4 2018 and has held it in 26 quarters since. The position peaked at $461K in Q3 2025. 1,577 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Brandywine Oak Private Wealth held 1,789 shares of Oracle worth $262K as of Q2 2026.
  • Brandywine Oak Private Wealth left its Oracle share count unchanged in Q2 2026.
  • Oracle made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #214 holding.
  • Brandywine Oak Private Wealth first reported a position in Oracle in Q4 2018 and has held it in 26 quarters since.
  • Brandywine Oak Private Wealth's Oracle position peaked at $461K in Q3 2025.
  • 1,577 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.