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
Q2 		$559K Buy
3,812
+9
+0.2% +$1.63K 0.07% 103
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 $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

Brio Consultants's ORCL Position: Q2 2026 in Review

Brio Consultants increased its Oracle (ORCL) stake by 0.24% in Q2 2026, buying an estimated $1.63K and bringing the position to 3,812 shares worth $559K. The position accounts for 0.07% of the portfolio, ranked #103.

Brio Consultants first reported a position in ORCL in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.02M in Q3 2025. 3,521 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Brio Consultants held 3,812 shares of Oracle worth $559K as of Q2 2026.
  • Brio Consultants bought 9 Oracle shares in Q2 2026, an estimated $1.63K.
  • Oracle made up 0.07% of Brio Consultants's portfolio in Q2 2026, its #103 holding.
  • Brio Consultants first reported a position in Oracle in Q3 2021 and has held it in 15 quarters since.
  • Brio Consultants's Oracle position peaked at $1.02M in Q3 2025.
  • 3,521 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.