CHJWM
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Carlton Hofferkamp & Jenks Wealth Management’s Oracle ORCL Stock Holding History

Carlton Hofferkamp & Jenks 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 		– Sell
-1,455
Closed -$252K – 148
2026
Q1 		$252K Hold
1,455
– – 0.08% 124
2025
Q4 		$284K Hold
1,455
– – 0.09% 117
2025
Q3 		$409K Sell
1,455
-100
-6% -$25.5K 0.14% 101
2025
Q2 		$390K Hold
1,555
– – 0.14% 100
2025
Q1 		$202K Hold
1,555
– – 0.08% 129
2024
Q4 		$267K Hold
1,555
– – 0.1% 125
2024
Q3 		$264K Hold
1,555
– – 0.1% 125
2024
Q2 		$211K Buy
+1,555
New +$193K 0.08% 130

Other funds holding ORCL

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Carlton Hofferkamp & Jenks Wealth Management's ORCL Position: Q2 2026 in Review

Carlton Hofferkamp & Jenks Wealth Management sold out of Oracle (ORCL) in Q2 2026, closing a stake of 1,455 shares — an estimated $252K sold.

Carlton Hofferkamp & Jenks Wealth Management first reported a position in ORCL in Q2 2024 and held it in 8 quarters. The position peaked at $409K in Q3 2025. 1,379 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

  • Carlton Hofferkamp & Jenks Wealth Management reported no remaining Oracle position as of Q2 2026 after selling out during the quarter.
  • Carlton Hofferkamp & Jenks Wealth Management sold 1,455 Oracle shares in Q2 2026, an estimated $252K.
  • Carlton Hofferkamp & Jenks Wealth Management first reported a position in Oracle in Q2 2024 and held it in 8 quarters.
  • Carlton Hofferkamp & Jenks Wealth Management's Oracle position peaked at $409K in Q3 2025.
  • 1,379 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Carlton Hofferkamp & Jenks Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.