BC
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Brio Consultants’s Oracle ORCL Stock Holding History

Brio Consultants’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 		$705K Sell
3,803
-610
-14% -$99.2K 0.09% 88
2025
Q4 		$860K Buy
4,413
+787
+22% +$187K 0.11% 79
2025
Q3 		$1.02M Buy
3,626
+64
+2% +$16.3K 0.14% 67
2025
Q2 		$779K Buy
3,562
+125
+4% +$20.2K 0.11% 75
2025
Q1 		$481K Buy
3,437
+119
+4% +$19.4K 0.08% 80
2024
Q4 		$553K Buy
3,318
+123
+4% +$21.9K 0.09% 78
2024
Q3 		$544K Buy
3,195
+198
+7% +$28.7K 0.09% 75
2024
Q2 		$423K Buy
2,997
+101
+3% +$12.5K 0.07% 76
2024
Q1 		$364K Sell
2,896
-46
-2% -$5.26K 0.06% 80
2023
Q4 		$310K Buy
2,942
+117
+4% +$12.8K 0.06% 81
2023
Q3 		$299K Buy
2,825
+60
+2% +$6.95K 0.06% 76
2023
Q2 		$329K Sell
2,765
-58
-2% -$6K 0.06% 78
2023
Q1 		$262K Buy
+2,823
New +$248K 0.05% 81
2021
Q4 		– Sell
-2,513
Closed -$219K – 76
2021
Q3 		$219K Buy
+2,513
New +$222K 0.05% 73

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

Brio Consultants's ORCL Position: Q1 2026 in Review

Brio Consultants reduced its Oracle (ORCL) stake by 14% in Q1 2026, selling an estimated $99.2K and leaving 3,803 shares worth $705K. The position accounts for 0.09% of the portfolio, ranked #88.

Brio Consultants first reported a position in ORCL in Q3 2021 and has held it in 14 quarters since. The position peaked at $1.02M in Q3 2025. 3,473 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Brio Consultants held 3,803 shares of Oracle worth $705K as of Q1 2026.
  • Brio Consultants sold 610 Oracle shares in Q1 2026, an estimated $99.2K.
  • Oracle made up 0.09% of Brio Consultants's portfolio in Q1 2026, its #88 holding.
  • Brio Consultants first reported a position in Oracle in Q3 2021 and has held it in 14 quarters since.
  • Brio Consultants's Oracle position peaked at $1.02M in Q3 2025.
  • 3,473 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Brio Consultants's 13F filing for Q1 2026, filed 6 May 2026.