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Brown Financial Advisors’s Oracle ORCL Stock Holding History

Brown Financial Advisors’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
-1,989
Closed -$559K – 167
2025
Q3 		$559K Sell
1,989
-800
-29% -$204K 0.21% 97
2025
Q2 		$610K Sell
2,789
-56
-2% -$9.04K 0.24% 94
2025
Q1 		$398K Buy
2,845
+346
+14% +$56.3K 0.16% 125
2024
Q4 		$416K Sell
2,499
-562
-18% -$99.8K 0.17% 119
2024
Q3 		$522K Sell
3,061
-3,060
-50% -$443K 0.21% 95
2024
Q2 		$864K Buy
+6,121
New +$760K 0.39% 78

Other funds holding ORCL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brown Financial Advisors's ORCL Position: Q4 2025 in Review

Brown Financial Advisors sold out of Oracle (ORCL) in Q4 2025, closing a stake of 1,989 shares — an estimated $559K sold.

Brown Financial Advisors first reported a position in ORCL in Q2 2024 and held it in 6 quarters. The position peaked at $864K in Q2 2024. 3,770 funds tracked by Wall St. Rank hold ORCL as of Q4 2025.

  • Brown Financial Advisors reported no remaining Oracle position as of Q4 2025 after selling out during the quarter.
  • Brown Financial Advisors sold 1,989 Oracle shares in Q4 2025, an estimated $559K.
  • Brown Financial Advisors first reported a position in Oracle in Q2 2024 and held it in 6 quarters.
  • Brown Financial Advisors's Oracle position peaked at $864K in Q2 2024.
  • 3,770 funds tracked by Wall St. Rank held Oracle as of Q4 2025.

Based on Brown Financial Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.