BC
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Broadwater Capital’s Oracle ORCL Stock Holding History

Broadwater Capital’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 		$38.3K Sell
261
-53
-17% -$9.61K 0.03% 110
2026
Q1 		$61.2K Hold
314
– – 0.05% 100
2025
Q4 		$61.2K Hold
314
– – 0.05% 100
2025
Q3 		$88.3K Sell
314
-68,336
-100% -$17.4M 0.06% 96
2025
Q2 		$68.7M Buy
68,650
+68,336
+21,763% +$11M 0.05% 102
2025
Q1 		$43.9K Sell
314
-202
-39% -$32.9K 0.03% 111
2024
Q4 		$85.9K Buy
516
+1
+0.2% +$178 0.07% 98
2024
Q3 		$87.8K Hold
515
– – 0.06% 100
2024
Q2 		$72.7K Buy
515
+1
+0.2% +$124 0.06% 104
2024
Q1 		$64.6K Hold
514
– – 0.05% 110
2023
Q4 		$54.2K Buy
+514
New +$56.1K 0.04% 116

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Broadwater Capital's ORCL Position: Q2 2026 in Review

Broadwater Capital reduced its Oracle (ORCL) stake by 17% in Q2 2026, selling an estimated $9.61K and leaving 261 shares worth $38.3K. The position accounts for 0.03% of the portfolio, ranked #110.

Broadwater Capital first reported a position in ORCL in Q4 2023 and has held it in 11 quarters since. The position peaked at $68.7M in Q2 2025. 1,414 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Broadwater Capital held 261 shares of Oracle worth $38.3K as of Q2 2026.
  • Broadwater Capital sold 53 Oracle shares in Q2 2026, an estimated $9.61K.
  • Oracle made up 0.03% of Broadwater Capital's portfolio in Q2 2026, its #110 holding.
  • Broadwater Capital first reported a position in Oracle in Q4 2023 and has held it in 11 quarters since.
  • Broadwater Capital's Oracle position peaked at $68.7M in Q2 2025.
  • 1,414 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.