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Brown Wealth Management’s Oracle ORCL Stock Holding History

Brown Wealth Management’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 		$267K Buy
1,824
+32
+2% +$5.8K 0.06% 118
2026
Q1 		$264K Buy
1,792
+346
+24% +$56.2K 0.07% 103
2025
Q4 		$282K Sell
1,446
-126
-8% -$30K 0.07% 89
2025
Q3 		$442K Buy
1,572
+182
+13% +$46.3K 0.12% 72
2025
Q2 		$304K Buy
+1,390
New +$224K 0.09% 78
2025
Q1 		– Sell
-1,348
Closed -$225K – 96
2024
Q4 		$225K Buy
1,348
+27
+2% +$4.8K 0.08% 77
2024
Q3 		$225K Buy
+1,321
New +$191K 0.08% 79

Other funds holding ORCL

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
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
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
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM

Brown Wealth Management's ORCL Position: Q2 2026 in Review

Brown Wealth Management increased its Oracle (ORCL) stake by 1.8% in Q2 2026, buying an estimated $5.8K and bringing the position to 1,824 shares worth $267K. The position accounts for 0.06% of the portfolio, ranked #118.

Brown Wealth Management first reported a position in ORCL in Q3 2024 and has held it in 7 quarters since. The position peaked at $442K in Q3 2025. 1,495 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Brown Wealth Management held 1,824 shares of Oracle worth $267K as of Q2 2026.
  • Brown Wealth Management bought 32 Oracle shares in Q2 2026, an estimated $5.8K.
  • Oracle made up 0.06% of Brown Wealth Management's portfolio in Q2 2026, its #118 holding.
  • Brown Wealth Management first reported a position in Oracle in Q3 2024 and has held it in 7 quarters since.
  • Brown Wealth Management's Oracle position peaked at $442K in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.