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Brown, Lisle/Cummings’s Oracle ORCL Stock Holding History

Brown, Lisle/Cummings’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 		$654K Buy
4,464
+117
+3% +$21.2K 0.15% 138
2026
Q1 		$639K Sell
4,347
-18
-0.4% -$2.93K 0.16% 125
2025
Q4 		$851K Buy
4,365
+1,650
+61% +$393K 0.21% 110
2025
Q3 		$764K Hold
2,715
– – 0.2% 113
2025
Q2 		$594K Hold
2,715
– – 0.16% 131
2025
Q1 		$380K Buy
2,715
+55
+2% +$8.95K 0.11% 171
2024
Q4 		$443K Buy
2,660
+250
+10% +$44.4K 0.13% 153
2024
Q3 		$411K Hold
2,410
– – 0.12% 153
2024
Q2 		$340K Buy
2,410
+375
+18% +$46.6K 0.11% 163
2024
Q1 		$256K Hold
2,035
– – 0.09% 179
2023
Q4 		$215K Buy
2,035
+235
+13% +$25.6K 0.08% 189
2023
Q3 		$191K Hold
1,800
– – 0.09% 187
2023
Q2 		$214K Sell
1,800
-250
-12% -$25.8K 0.1% 170
2023
Q1 		$190K Hold
2,050
– – 0.1% 171
2022
Q4 		$168K Hold
2,050
– – 0.09% 170
2022
Q3 		$125K Hold
2,050
– – 0.07% 191
2022
Q2 		$143K Sell
2,050
-380
-16% -$27.8K 0.08% 186
2022
Q1 		$201K Hold
2,430
– – 0.1% 165
2021
Q4 		$212K Buy
+2,430
New +$228K 0.11% 160

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

Brown, Lisle/Cummings's ORCL Position: Q2 2026 in Review

Brown, Lisle/Cummings increased its Oracle (ORCL) stake by 2.7% in Q2 2026, buying an estimated $21.2K and bringing the position to 4,464 shares worth $654K. The position accounts for 0.15% of the portfolio, ranked #138.

Brown, Lisle/Cummings first reported a position in ORCL in Q4 2021 and has held it in 19 quarters since. The position peaked at $851K in Q4 2025. 3,519 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Brown, Lisle/Cummings held 4,464 shares of Oracle worth $654K as of Q2 2026.
  • Brown, Lisle/Cummings bought 117 Oracle shares in Q2 2026, an estimated $21.2K.
  • Oracle made up 0.15% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #138 holding.
  • Brown, Lisle/Cummings first reported a position in Oracle in Q4 2021 and has held it in 19 quarters since.
  • Brown, Lisle/Cummings's Oracle position peaked at $851K in Q4 2025.
  • 3,519 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.