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Brooks Moore & Associates’s Oracle ORCL Stock Holding History

Brooks Moore & Associates’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 		$1.68M Sell
11,402
-1,480
-11% -$241K 0.84% 38
2025
Q4 		$2.51M Sell
12,882
-1,590
-11% -$379K 1.23% 28
2025
Q3 		$4.07M Sell
14,472
-1,045
-7% -$266K 2.06% 15
2025
Q2 		$3.94M Sell
15,517
-1,733
-10% -$280K 2.13% 15
2025
Q1 		$2.41M Buy
17,250
+525
+3% +$85.5K 1.36% 29
2024
Q4 		$2.79M Sell
16,725
-133
-0.8% -$23.6K 1.65% 22
2024
Q3 		$2.87M Buy
16,858
+100
+0.6% +$14.5K 1.7% 24
2024
Q2 		$2.37M Sell
16,758
-610
-4% -$75.8K 1.52% 24
2024
Q1 		$2.18M Buy
17,368
+515
+3% +$58.9K 1.4% 28
2023
Q4 		$1.78M Buy
16,853
+8,505
+102% +$928K 1.22% 31
2023
Q3 		$884K Buy
+8,348
New +$966K 0.67% 44

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

Brooks Moore & Associates's ORCL Position: Q1 2026 in Review

Brooks Moore & Associates reduced its Oracle (ORCL) stake by 11% in Q1 2026, selling an estimated $241K and leaving 11,402 shares worth $1.68M. The position accounts for 0.84% of the portfolio, ranked #38.

Brooks Moore & Associates first reported a position in ORCL in Q3 2023 and has held it in 11 quarters since. The position peaked at $4.07M in Q3 2025. 3,474 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Brooks Moore & Associates held 11,402 shares of Oracle worth $1.68M as of Q1 2026.
  • Brooks Moore & Associates sold 1,480 Oracle shares in Q1 2026, an estimated $241K.
  • Oracle made up 0.84% of Brooks Moore & Associates's portfolio in Q1 2026, its #38 holding.
  • Brooks Moore & Associates first reported a position in Oracle in Q3 2023 and has held it in 11 quarters since.
  • Brooks Moore & Associates's Oracle position peaked at $4.07M in Q3 2025.
  • 3,474 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Brooks Moore & Associates's 13F filing for Q1 2026, filed 15 May 2026.