4J Wealth Management’s Oracle ORCL Stock Holding History

4J 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	$713K	Sell	4,868 -95	-2%	-$17.2K	0.35%	50
2026 Q1	$730K	Buy	4,963 +20	+0.4%	+$3.25K	0.42%	44
2025 Q4	$963K	Buy	4,943 +30	+0.6%	+$7.14K	0.55%	32
2025 Q3	$1.38M	Sell	4,913 -77	-2%	-$19.6K	0.81%	28
2025 Q2	$1.09M	Hold	4,990	–	–	0.74%	29
2025 Q1	$698K	Hold	4,990	–	–	0.55%	36
2024 Q4	$832K	Hold	4,990	–	–	0.67%	31
2024 Q3	$850K	Hold	4,990	–	–	0.66%	31
2024 Q2	$705K	Hold	4,990	–	–	0.58%	35
2024 Q1	$627K	Buy	4,990 +13	+0.3%	+$1.49K	0.54%	39
2023 Q4	$525K	Hold	4,977	–	–	0.48%	47
2023 Q3	$527K	Hold	4,977	–	–	0.52%	45
2023 Q2	$593K	Buy	+4,977	New	+$515K	0.58%	41

Other funds holding ORCL

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

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 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

4J Wealth Management's ORCL Position: Q2 2026 in Review

4J Wealth Management reduced its Oracle (ORCL) stake by 1.9% in Q2 2026, selling an estimated $17.2K and leaving 4,868 shares worth $713K. The position accounts for 0.35% of the portfolio, ranked #50.

4J Wealth Management first reported a position in ORCL in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.38M in Q3 2025. 1,495 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

4J Wealth Management held 4,868 shares of Oracle worth $713K as of Q2 2026.
4J Wealth Management sold 95 Oracle shares in Q2 2026, an estimated $17.2K.
Oracle made up 0.35% of 4J Wealth Management's portfolio in Q2 2026, its #50 holding.
4J Wealth Management first reported a position in Oracle in Q2 2023 and has held it in 13 quarters since.
4J Wealth Management's Oracle position peaked at $1.38M in Q3 2025.
1,495 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.