Brown, Lisle/Cummings
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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
Q3 		$584K Sell
4,254
-210
-5% -$29.6K 0.13% 143
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

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $77.1B AUM 11.99% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Brown, Lisle/Cummings's ORCL Position: Q3 2026 in Review

Brown, Lisle/Cummings reduced its Oracle (ORCL) stake by 4.7% in Q3 2026, selling an estimated $29.6K and leaving 4,254 shares worth $584K. The position accounts for 0.13% of the portfolio, ranked #143.

Brown, Lisle/Cummings first reported a position in ORCL in Q4 2021 and has held it in 20 quarters since. The position peaked at $851K in Q4 2025. 2,608 funds tracked by Wall St. Rank hold ORCL as of Q3 2026.

  • Brown, Lisle/Cummings held 4,254 shares of Oracle worth $584K as of Q3 2026.
  • Brown, Lisle/Cummings sold 210 Oracle shares in Q3 2026, an estimated $29.6K.
  • Oracle made up 0.13% of Brown, Lisle/Cummings's portfolio in Q3 2026, its #143 holding.
  • Brown, Lisle/Cummings first reported a position in Oracle in Q4 2021 and has held it in 20 quarters since.
  • Brown, Lisle/Cummings's Oracle position peaked at $851K in Q4 2025.
  • 2,608 funds tracked by Wall St. Rank held Oracle as of Q3 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2026, filed 16 Oct 2026.