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 Hold
314
– – 0.06% 96
2025
Q2 		$68.7K Hold
314
– – 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

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

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 $88.3K in Q3 2025. 3,528 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 $88.3K in Q3 2025.
  • 3,528 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.