ORCL ORACLE SYSTEMS CORP COM

Ownership history in ABNER HERRMAN & BROCK LLC  ·  65 quarters on record

AI Ownership Summary

ABNER HERRMAN & BROCK LLC reported ORACLE SYSTEMS CORP COM (ORCL) in 65 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.37% in 2025 Q3. The latest visible filing shows ORCL at 2.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ORCL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ABNER HERRMAN & BROCK LLC's position in ORACLE SYSTEMS CORP COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ORCL was reported at 2.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.37% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ABNER HERRMAN & BROCK LLC held ORCL — position size vs. price
% of Fund (quarterly)    ORCL price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 113,944 -2,425 -2.1% 2.27% $22.2M 2026-02-14 (Est.) $160.14
2025 Q3 REDUCED 116,369 -2,749 -2.3% 3.37% $32.7M 2025-10-14 $298.21
2025 Q2 REDUCED 119,118 -41,142 -25.7% 2.91% $26.0M 2025-07-07 $230.76
2025 Q1 ADDED 160,260 +919 +0.6% 2.86% $22.4M 2025-04-08 $123.25
2024 Q4 ADDED 159,341 +920 +0.6% 3.30% $26.6M 2025-01-24 $181.76
2024 Q3 REDUCED 158,421 -497 -0.3% 3.26% $27.0M 2024-10-08 $171.81
2024 Q2 ADDED 158,918 +946 +0.6% 2.84% $22.4M 2024-07-18 $136.00
2024 Q1 REDUCED 157,972 -919 -0.6% 2.48% $19.8M 2024-04-09 $121.08
2023 Q4 REDUCED 158,891 -11,184 -6.6% 2.35% $16.8M 2024-01-09 $101.10
2023 Q3 ADDED 170,075 +828 +0.5% 2.76% $18.0M 2023-10-10 $106.64
55 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ABNER HERRMAN & BROCK LLC and ORCL

These are the practical questions this page is built to answer before you even open the full history table.

How long has ABNER HERRMAN & BROCK LLC reported owning ORCL?

ABNER HERRMAN & BROCK LLC reported ORCL across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported ORCL position in ABNER HERRMAN & BROCK LLC's portfolio?

The largest reported portfolio weight for ORCL was 3.37% in 2025 Q3.

What is the latest reported ORCL position on this page?

The most recent filing on this page is 2025 Q4, when ABNER HERRMAN & BROCK LLC reported 113,944 shares, equal to 2.27% of portfolio, with an estimated market value of $22.2M.

What does the chart on this ORCL ownership page compare?

The chart compares ABNER HERRMAN & BROCK LLC's quarterly ORCL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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