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Brookwood Investment Group’s Oracle ORCL Stock Holding History

Brookwood Investment Group’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 		$879K Buy
5,996
+3,201
+115% +$580K 0.1% 200
2026
Q1 		$411K Sell
2,795
-3,946
-59% -$641K 0.05% 325
2025
Q4 		$1.31M Buy
6,741
+533
+9% +$127K 0.16% 129
2025
Q3 		$1.75M Buy
6,208
+133
+2% +$33.9K 0.23% 80
2025
Q2 		$1.33M Sell
6,075
-610
-9% -$98.5K 0.21% 85
2025
Q1 		$935K Buy
+6,685
New +$1.09M 0.16% 132

Other funds holding ORCL

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Brookwood Investment Group's ORCL Position: Q2 2026 in Review

Brookwood Investment Group increased its Oracle (ORCL) stake by 115% in Q2 2026, buying an estimated $580K and bringing the position to 5,996 shares worth $879K. The position accounts for 0.1% of the portfolio, ranked #200.

Brookwood Investment Group first reported a position in ORCL in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.75M in Q3 2025. 1,718 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Brookwood Investment Group held 5,996 shares of Oracle worth $879K as of Q2 2026.
  • Brookwood Investment Group bought 3,201 Oracle shares in Q2 2026, an estimated $580K.
  • Oracle made up 0.1% of Brookwood Investment Group's portfolio in Q2 2026, its #200 holding.
  • Brookwood Investment Group first reported a position in Oracle in Q1 2025 and has held it in 6 quarters since.
  • Brookwood Investment Group's Oracle position peaked at $1.75M in Q3 2025.
  • 1,718 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.