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Brown Shipley & Co’s Oracle ORCL Stock Holding History

Brown Shipley & Co’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 		$82.2K Sell
561
-171
-23% -$31K 0.04% 48
2026
Q1 		$108K Buy
732
+43
+6% +$6.99K 0.06% 43
2025
Q4 		$134K Sell
689
-131
-16% -$31.2K 0.07% 41
2025
Q3 		$231K Sell
820
-149
-15% -$37.9K 0.12% 34
2025
Q2 		$212K Sell
969
-199
-17% -$32.1K 0.12% 37
2025
Q1 		$163K Hold
1,168
– – 0.09% 40
2024
Q4 		$195K Sell
1,168
-20
-2% -$3.55K 0.1% 36
2024
Q3 		$202K Hold
1,188
– – 0.1% 39
2024
Q2 		$168K Buy
1,188
+5
+0.4% +$621 0.08% 40
2024
Q1 		$148K Sell
1,183
-170
-13% -$19.5K 0.05% 63
2023
Q4 		$143K Sell
1,353
-58
-4% -$6.33K 0.07% 58
2023
Q3 		$149K Sell
1,411
-100
-7% -$11.6K 0.08% 59
2023
Q2 		$180K Sell
1,511
-160
-10% -$16.5K 0.07% 64
2023
Q1 		$155K Buy
+1,671
New +$147K 0.1% 59

Other funds holding ORCL

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
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
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Brown Shipley & Co's ORCL Position: Q2 2026 in Review

Brown Shipley & Co reduced its Oracle (ORCL) stake by 23% in Q2 2026, selling an estimated $31K and leaving 561 shares worth $82.2K. The position accounts for 0.04% of the portfolio, ranked #48.

Brown Shipley & Co first reported a position in ORCL in Q1 2023 and has held it in 14 quarters since. The position peaked at $231K in Q3 2025. 1,681 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Brown Shipley & Co held 561 shares of Oracle worth $82.2K as of Q2 2026.
  • Brown Shipley & Co sold 171 Oracle shares in Q2 2026, an estimated $31K.
  • Oracle made up 0.04% of Brown Shipley & Co's portfolio in Q2 2026, its #48 holding.
  • Brown Shipley & Co first reported a position in Oracle in Q1 2023 and has held it in 14 quarters since.
  • Brown Shipley & Co's Oracle position peaked at $231K in Q3 2025.
  • 1,681 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Brown Shipley & Co's 13F filing for Q2 2026, filed 14 Jul 2026.