BLFG
ORCL icon

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
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 $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

Brian Low Financial Group's ORCL Position: Q1 2026 in Review

Brian Low Financial Group increased its Oracle (ORCL) stake by 9.7% in Q1 2026, buying an estimated $196K and bringing the position to 13,638 shares worth $2.01M. The position accounts for 1.36% of the portfolio, ranked #15.

Brian Low Financial Group first reported a position in ORCL in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.42M in Q4 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Brian Low Financial Group held 13,638 shares of Oracle worth $2.01M as of Q1 2026.
  • Brian Low Financial Group bought 1,208 Oracle shares in Q1 2026, an estimated $196K.
  • Oracle made up 1.36% of Brian Low Financial Group's portfolio in Q1 2026, its #15 holding.
  • Brian Low Financial Group first reported a position in Oracle in Q2 2025 and has held it in 4 quarters since.
  • Brian Low Financial Group's Oracle position peaked at $2.42M in Q4 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Brian Low Financial Group's 13F filing for Q1 2026, filed 20 Apr 2026.