Brogan Financial’s Oracle ORCL Stock Holding History

Brogan Financial’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
2025 Q4	–	Sell	-718	Closed	-$202K	–	62
2025 Q3	$202K	Buy	+718	New	+$183K	0.09%	61

Other funds holding ORCL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brogan Financial's ORCL Position: Q4 2025 in Review

Brogan Financial sold out of Oracle (ORCL) in Q4 2025, closing a stake of 718 shares — an estimated $202K sold.

Brogan Financial first reported a position in ORCL in Q3 2025 and held it in 1 quarter. The position peaked at $202K in Q3 2025. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

Brogan Financial reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
Brogan Financial sold 718 Oracle shares in Q4 2025, an estimated $202K.
Brogan Financial first reported a position in Oracle in Q3 2025 and held it in 1 quarter.
Brogan Financial's Oracle position peaked at $202K in Q3 2025.
3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Brogan Financial's 13F filing for Q4 2025, filed 12 Feb 2026.