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Brentview Investment Management’s Oracle ORCL Stock Holding History

Brentview Investment Management’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
Q1 		– Sell
-21,688
Closed -$4.23M – 66
2025
Q4 		$4.23M Sell
21,688
-8,829
-29% -$2.1M 1.91% 29
2025
Q3 		$8.58M Buy
30,517
+1,280
+4% +$326K 3.91% 4
2025
Q2 		$6.39M Sell
29,237
-296
-1% -$47.8K 3.23% 7
2025
Q1 		$4.13M Sell
29,533
-5,570
-16% -$907K 2.2% 19
2024
Q4 		$5.85M Buy
+35,103
New +$6.24M 3.32% 5

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Brentview Investment Management's ORCL Position: Q1 2026 in Review

Brentview Investment Management sold out of Oracle (ORCL) in Q1 2026, closing a stake of 21,688 shares — an estimated $4.23M sold.

Brentview Investment Management first reported a position in ORCL in Q4 2024 and held it in 5 quarters. The position peaked at $8.58M in Q3 2025. 3,475 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Brentview Investment Management reported no remaining Oracle position as of Q1 2026 after selling out during the quarter.
  • Brentview Investment Management sold 21,688 Oracle shares in Q1 2026, an estimated $4.23M.
  • Brentview Investment Management first reported a position in Oracle in Q4 2024 and held it in 5 quarters.
  • Brentview Investment Management's Oracle position peaked at $8.58M in Q3 2025.
  • 3,475 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Brentview Investment Management's 13F filing for Q1 2026, filed 14 May 2026.