Brendel Financial Advisors’s Oracle ORCL Stock Holding History

Brendel Financial Advisors’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	$464K	Hold	3,169	–	–	0.22%	62
2026 Q1	$466K	Sell	3,169 -10	-0.3%	-$1.63K	0.23%	58
2025 Q4	$620K	Hold	3,179	–	–	0.3%	59
2025 Q3	$894K	Buy	3,179 +69	+2%	+$17.6K	0.46%	55
2025 Q2	$680K	Hold	3,110	–	–	0.38%	54
2025 Q1	$435K	Hold	3,110	–	–	0.26%	65
2024 Q4	$518K	Hold	3,110	–	–	0.31%	63
2024 Q3	$530K	Hold	3,110	–	–	0.3%	64
2024 Q2	$439K	Hold	3,110	–	–	0.28%	65
2024 Q1	$391K	Hold	3,110	–	–	0.45%	41
2023 Q4	$328K	Hold	3,110	–	–	0.21%	71
2023 Q3	$329K	Hold	3,110	–	–	0.49%	35
2023 Q2	$370K	Hold	3,110	–	–	0.56%	35
2023 Q1	$289K	Hold	3,110	–	–	0.21%	68
2022 Q4	$254K	Sell	3,110 -890	-22%	-$67.6K	0.51%	33
2022 Q3	$244K	Sell	4,000 -728	-15%	-$53.3K	0.58%	33
2022 Q2	$330K	Hold	4,728	–	–	0.29%	72
2022 Q1	$391K	Hold	4,728	–	–	0.21%	80
2021 Q4	$412K	Buy	4,728 +1,618	+52%	+$152K	0.21%	77
2021 Q3	$271K	Hold	3,110	–	–	0.32%	52
2021 Q2	$242K	Hold	3,110	–	–	0.13%	97
2021 Q1	$218K	Hold	3,110	–	–	0.15%	82
2020 Q4	$201K	Buy	+3,110	New	+$185K	0.14%	79

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

Brendel Financial Advisors's ORCL Position: Q2 2026 in Review

Brendel Financial Advisors held its Oracle (ORCL) position steady in Q2 2026 at 3,169 shares worth $464K. The position accounts for 0.22% of the portfolio, ranked #62.

Brendel Financial Advisors first reported a position in ORCL in Q4 2020 and has held it in 23 quarters since. The position peaked at $894K in Q3 2025. 1,688 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Brendel Financial Advisors held 3,169 shares of Oracle worth $464K as of Q2 2026.
Brendel Financial Advisors left its Oracle share count unchanged in Q2 2026.
Oracle made up 0.22% of Brendel Financial Advisors's portfolio in Q2 2026, its #62 holding.
Brendel Financial Advisors first reported a position in Oracle in Q4 2020 and has held it in 23 quarters since.
Brendel Financial Advisors's Oracle position peaked at $894K in Q3 2025.
1,688 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.