Cranbrook Wealth Management’s Oracle ORCL Stock Holding History

Cranbrook 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	$153K	Sell	1,042 -13	-1%	-$2.36K	0.03%	139
2026 Q1	$155K	Hold	1,055	–	–	0.03%	132
2025 Q4	$206K	Hold	1,055	–	–	0.04%	123
2025 Q3	$297K	Hold	1,055	–	–	0.06%	102
2025 Q2	$231K	Hold	1,055	–	–	0.05%	111
2025 Q1	$148K	Hold	1,055	–	–	0.03%	126
2024 Q4	$176K	Hold	1,055	–	–	0.04%	116
2024 Q3	$180K	Hold	1,055	–	–	0.04%	117
2024 Q2	$149K	Hold	1,055	–	–	0.04%	122
2024 Q1	$133K	Hold	1,055	–	–	0.03%	110
2023 Q4	$111K	Hold	1,055	–	–	0.03%	123
2023 Q3	$112K	Hold	1,055	–	–	0.03%	111
2023 Q2	$126K	Hold	1,055	–	–	0.04%	107
2023 Q1	$98K	Hold	1,055	–	–	0.03%	120
2022 Q4	$86.2K	Hold	1,055	–	–	0.02%	122
2022 Q3	$64K	Hold	1,055	–	–	0.02%	149
2022 Q2	$74K	Hold	1,055	–	–	0.02%	143
2022 Q1	$87K	Sell	1,055 -100	-9%	-$8.1K	0.02%	141
2021 Q4	$101K	Hold	1,155	–	–	0.02%	131
2021 Q3	$101K	Buy	1,155 +100	+9%	+$8.83K	0.02%	131
2021 Q2	$82K	Hold	1,055	–	–	0.02%	148
2021 Q1	$74K	Hold	1,055	–	–	0.02%	153
2020 Q4	$68K	Hold	1,055	–	–	0.02%	144
2020 Q3	$63K	Hold	1,055	–	–	0.02%	131
2020 Q2	$58K	Hold	1,055	–	–	0.02%	132
2020 Q1	$51K	Hold	1,055	–	–	0.02%	132
2019 Q4	$56K	Sell	1,055 -1,200	-53%	-$66.1K	0.02%	139
2019 Q3	$124K	Hold	2,255	–	–	0.04%	100
2019 Q2	$128K	Hold	2,255	–	–	0.04%	97
2019 Q1	$121K	Hold	2,255	–	–	0.04%	96
2018 Q4	$102K	Sell	2,255 -145	-6%	-$6.95K	0.04%	98
2018 Q3	$124K	Hold	2,400	–	–	0.04%	86
2018 Q2	$106K	Hold	2,400	–	–	0.04%	90
2018 Q1	$110K	Hold	2,400	–	–	0.04%	88
2017 Q4	$113K	Hold	2,400	–	–	0.04%	86
2017 Q3	$116K	Hold	2,400	–	–	0.05%	82
2017 Q2	$120K	Hold	2,400	–	–	0.05%	79
2017 Q1	$107K	Sell	2,400 -78	-3%	-$3.25K	0.05%	77
2016 Q4	$95K	Hold	2,478	–	–	0.05%	86
2016 Q3	$97K	Hold	2,478	–	–	0.05%	79
2016 Q2	$101K	Hold	2,478	–	–	0.05%	76
2016 Q1	$101K	Hold	2,478	–	–	0.05%	77
2015 Q4	$91K	Hold	2,478	–	–	0.05%	78
2015 Q3	$90K	Hold	2,478	–	–	0.05%	80
2015 Q2	$100K	Hold	2,478	–	–	0.06%	78
2015 Q1	$107K	Hold	2,478	–	–	0.06%	75
2014 Q4	$111K	Buy	+2,478	New	+$101K	0.07%	75
2014 Q1	–	Sell	-7,847	Closed	-$300K	–	200
2013 Q4	$300K	Buy	+7,847	New	+$270K	0.21%	49

Other funds holding ORCL

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Cranbrook Wealth Management reduced its Oracle (ORCL) stake by 1.2% in Q2 2026, selling an estimated $2.36K and leaving 1,042 shares worth $153K. The position accounts for 0.03% of the portfolio, ranked #139.

Cranbrook Wealth Management first reported a position in ORCL in Q4 2013 and has held it in 48 quarters since. The position peaked at $300K in Q4 2013. 3,520 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Cranbrook Wealth Management held 1,042 shares of Oracle worth $153K as of Q2 2026.
Cranbrook Wealth Management sold 13 Oracle shares in Q2 2026, an estimated $2.36K.
Oracle made up 0.03% of Cranbrook Wealth Management's portfolio in Q2 2026, its #139 holding.
Cranbrook Wealth Management first reported a position in Oracle in Q4 2013 and has held it in 48 quarters since.
Cranbrook Wealth Management's Oracle position peaked at $300K in Q4 2013.
3,520 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Cranbrook Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.