Morton Brown Family Wealth’s Oracle ORCL Stock Holding History

Morton Brown Family Wealth’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	$879	Buy	+6	New	+$1.09K	﹤0.01%	323
2025 Q3	–	Sell	-32	Closed	-$7K	–	308
2025 Q2	$7K	Hold	32	–	–	﹤0.01%	213
2025 Q1	$4.47K	Buy	+32	New	+$5.21K	﹤0.01%	242
2024 Q1	–	Sell	-157	Closed	-$16.6K	–	273
2023 Q4	$16.6K	Buy	+157	New	+$17.1K	0.01%	153
2023 Q2	–	Sell	-39	Closed	-$3.62K	–	257
2023 Q1	$3.62K	Buy	+39	New	+$3.42K	﹤0.01%	164
2022 Q3	–	Sell	-57	Closed	-$4K	–	304
2022 Q2	$4K	Buy	+57	New	+$4.17K	﹤0.01%	165

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 $3.38T AUM 44.17% 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

Morton Brown Family Wealth's ORCL Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Oracle (ORCL) in Q2 2026: 6 shares worth $879. The stake represents ﹤0.01% of the portfolio and ranks #323 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in ORCL as recently as Q2 2025.

Morton Brown Family Wealth first reported a position in ORCL in Q2 2022 and has held it in 6 quarters since. The position peaked at $16.6K in Q4 2023. 3,537 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Morton Brown Family Wealth held 6 shares of Oracle worth $879 as of Q2 2026.
Oracle was a new Morton Brown Family Wealth position in Q2 2026.
Oracle made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #323 holding.
Morton Brown Family Wealth first reported a position in Oracle in Q2 2022 and has held it in 6 quarters since.
Morton Brown Family Wealth's Oracle position peaked at $16.6K in Q4 2023.
3,537 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.