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Stonebrook Private’s Oracle ORCL Stock Holding History

Stonebrook Private’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
Q1 		$722K Sell
4,907
-494
-9% -$80.3K 0.15% 99
2025
Q4 		$1.05M Sell
5,401
-31
-0.6% -$7.38K 0.22% 74
2025
Q3 		$1.53M Sell
5,432
-94
-2% -$23.9K 0.33% 70
2025
Q2 		$1.21M Buy
5,526
+497
+10% +$80.3K 0.28% 80
2025
Q1 		$703K Buy
5,029
+931
+23% +$152K 0.18% 103
2024
Q4 		$683K Buy
4,098
+871
+27% +$155K 0.18% 100
2024
Q3 		$550K Buy
3,227
+168
+5% +$24.3K 0.15% 114
2024
Q2 		$432K Sell
3,059
-245
-7% -$30.4K 0.12% 126
2024
Q1 		$415K Buy
3,304
+322
+11% +$36.9K 0.12% 132
2023
Q4 		$314K Buy
+2,982
New +$325K 0.11% 154

Other funds holding ORCL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stonebrook Private's ORCL Position: Q1 2026 in Review

Stonebrook Private reduced its Oracle (ORCL) stake by 9.1% in Q1 2026, selling an estimated $80.3K and leaving 4,907 shares worth $722K. The position accounts for 0.15% of the portfolio, ranked #99.

Stonebrook Private first reported a position in ORCL in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.53M in Q3 2025. 3,479 funds tracked by Wall St. Rank hold ORCL as of Q1 2026.

  • Stonebrook Private held 4,907 shares of Oracle worth $722K as of Q1 2026.
  • Stonebrook Private sold 494 Oracle shares in Q1 2026, an estimated $80.3K.
  • Oracle made up 0.15% of Stonebrook Private's portfolio in Q1 2026, its #99 holding.
  • Stonebrook Private first reported a position in Oracle in Q4 2023 and has held it in 10 quarters since.
  • Stonebrook Private's Oracle position peaked at $1.53M in Q3 2025.
  • 3,479 funds tracked by Wall St. Rank held Oracle as of Q1 2026.

Based on Stonebrook Private's 13F filing for Q1 2026, filed 11 May 2026.