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Brian Low Financial Group’s Oracle ORCL Stock Holding History

Brian Low Financial Group’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 		$2.46M Buy
16,763
+3,125
+23% +$566K 1.43% 16
2026
Q1 		$2.01M Buy
13,638
+1,208
+10% +$196K 1.36% 15
2025
Q4 		$2.42M Buy
12,430
+5,542
+80% +$1.32M 1.72% 11
2025
Q3 		$1.94M Sell
6,888
-952
-12% -$242K 1.5% 13
2025
Q2 		$1.71M Buy
+7,840
New +$1.27M 1.6% 13

Other funds holding ORCL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Brian Low Financial Group's ORCL Position: Q2 2026 in Review

Brian Low Financial Group increased its Oracle (ORCL) stake by 23% in Q2 2026, buying an estimated $566K and bringing the position to 16,763 shares worth $2.46M. The position accounts for 1.43% of the portfolio, ranked #16.

Brian Low Financial Group first reported a position in ORCL in Q2 2025 and has held it in 5 quarters since. 3,527 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Brian Low Financial Group held 16,763 shares of Oracle worth $2.46M as of Q2 2026.
  • Brian Low Financial Group bought 3,125 Oracle shares in Q2 2026, an estimated $566K.
  • Oracle made up 1.43% of Brian Low Financial Group's portfolio in Q2 2026, its #16 holding.
  • Brian Low Financial Group first reported a position in Oracle in Q2 2025 and has held it in 5 quarters since.
  • 3,527 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.